> ## Documentation Index
> Fetch the complete documentation index at: https://docs.siro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# LeadPerfection

> See how you as an account admin can easily connect LeadPerfection and Siro to get even more out of both tools.

Welcome! This guide explains what you need to do to connect your LeadPerfection account to Siro.

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.*

## What this integration enables

Once configured, the Siro–LeadPerfection integration will:

1. **Sync your LeadPerfection appointments to Siro** so recordings are automatically linked to the right engagement records, and reps receive reminders to record ahead of appointments.
2. **Auto-fill LeadPerfection records** using Siro's data extraction engine, which pulls structured fields from transcripts and writes them back to your CRM.
3. **Push AI-generated call summaries and notes** from Siro directly into the associated LeadPerfection engagement record – no manual copy-paste required.

## Before you begin

Before starting setup, ensure:

* You have **admin access** in both LeadPerfection and Siro.
* You can **create users and manage API permissions** in LeadPerfection's Security settings.
* You have your **LeadPerfection Client ID** on hand. This is the set of letters/numbers that appears before `leadperfection.com` in the URL when you're logged into your account (e.g. if your URL is `acme.leadperfection.com`, your Client ID is `acme`).
* If your organization uses a **custom LeadPerfection domain** (i.e. your login URL is not a standard `*.leadperfection.com` address), let your Siro Customer Success Manager know – there is an additional configuration step on our end.

## Steps to connect

## Step 1: Create the Siro API User in LeadPerfection

Siro connects to LeadPerfection using a dedicated API user. You'll need to create this user and grant it the right permissions.

**Create the user:**

* Log into your LeadPerfection instance.
* Go to **Security** > **Employees**.
* Click **+** to add a new user. Enter **"Siro"** as the First Name, Last Name, and Username – then press **SAVE**.
* Navigate to **Security** > **Passwords**. Find the Siro user you just created and assign it a password. Save this password – you'll need it in Step 2.

**Assign API permissions:**

* Navigate to **Security** > **User Access**. Use the search box to find the "Siro" user row.
* Click the **Pencil and Paper** icon to edit the row.
* On the right side under **Function Level Security**, change the dropdown from **LeadDetail** to **API Security**.
* Using the checkboxes, enable the following API methods, then save:

| API Method                    | What It Does                                                                |
| ----------------------------- | --------------------------------------------------------------------------- |
| `GetSalesApptDetailDateRange` | Allows Siro to fetch appointments within a date range                       |
| `GetSalesApptDispProd`        | Allows Siro to determine the organization's timezone                        |
| `AddNotes`                    | Allows Siro to write call summaries and notes back to LP engagement records |

> **Important:** If any of these permissions are missing, the integration will fail to sync appointments or push notes. All three must be enabled for the integration to function correctly.

**Enable individual reps:**

Each sales rep also needs to be **enabled at the account level in LeadPerfection** in order for Siro to push data on their behalf. If a rep's calls are not appearing in Siro or their notes are not pushing to LeadPerfection, verify that the rep is enabled in LP account settings.

## Step 2: Set Up the Integration in Siro

* Within the Siro web app, go to **Settings** > **Integrations** > **+ New Integration**.
* Select **Lead\_Perfection** from the dropdown.
* Enter the following credentials:
  * **Username** – the "Siro" API user you created in Step 1
  * **Password** – the password you assigned in Step 1
  * **Client ID** – the prefix from your LeadPerfection URL (see Before You Begin above)

<img src="https://mintcdn.com/siro-508e7b35/woKDhN_wSRGX9-FP/images/image.png?fit=max&auto=format&n=woKDhN_wSRGX9-FP&q=85&s=c99e1603c13300e609fc16a93ea931eb" alt="image.png" width="1052" height="996" data-path="images/image.png" />

That's it – you're now all set. Data should begin syncing between the platforms every 10 minutes. You may need to close and re-open each application in order to see the connection take effect.

**Having trouble? Get help from Siro:** Contact your Customer Success Manager at Siro or email [support@siro.ai](mailto:support@siro.ai) and our team will help ensure you get set up properly. If you'd like us to complete the setup on your behalf, you can securely share the credentials from Step 1 and we'll take it from there.