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To link your accounts so that Siro recording and AI-analysis data appears in LeadPerfection and key deal data (dollar value, outcome, etc.) appears in Siro, follow the process outlined below.
Note: You must have admin accounts for both LeadPerfection and Siro to complete this process.

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Steps to Connect:

1. Getting Access in LeadPerfection
  • Log into your LeadPerfection instance
  • Go to Security > Employees
  • Click the + to add a new user, and enter “Siro” as the First Name, Last Name, and Username — then press SAVE.
  • Next, navigate to Security > Passwords . Find the new user you created in the previous step to assign a password.
  • Lastly, navigate to Security > User Access . Using the search box on top, type in “Siro” to find the recently created user’s row.
    • Click the Pencil and Paper icon to edit the row
    • On the right side/tab under Function Level Security, change the dropdown from LeadDetail to API Security. Select using the checkboxes the 4 APIs listed below, and then save:
      • GetSalesApptDetailDateRange
      • GetSalesApptDispProd
      • AddNotes
      • UpdateSalesApptDetail3
  • For the second portion of the process, you’ll need the username and password (that you just set in the steps above), and your client ID, which is the set of first 4 letters/numbers found in the URL before leadperfection.com when you’re logged into your LeadPerfection account on web).
2. Setting up the Integration in Siro
  • Within the Siro web app, go to Settings > Integrations > + New Integration
  • Select Lead_Perfection from the dropdown, and then sign in with the credentials you created above.
  • Input your LeadPerfection username, password and Client ID (see below).
image.png That’s it — you’re now all set. Data should begin syncing between the platforms every hour or so. You may need to close and re-open each application in order to see the connection take effect. Having trouble? Get help from Siro: Securely send the username, password, and client ID to your Customer Success Manager at Siro, and we’ll provide direct assistance.