Lead feeds

A lead feed pulls leads into Tern on a schedule from any platform that serves the Tern Lead Feed standard. The name you give the feed becomes the source of every lead it brings in. Owners and admins can add and change feeds.

What to ask your platform for

1. Send the platform's developers the guide at ternup.io/developers/lead-feed. On the Lead feeds page the Guide for providers button opens the same guide.
2. Ask them for two things: the feed's Base URL and an API token issued for your workspace.
3. Optionally agree a signing secret, so they can check every request really came from Tern. You can generate one in the next section.

Add a feed

1. In the sidebar, under Configure, open Integrations.
2. In the Sources group find Lead feed and open it. You land on Lead feeds.
3. Press Add feed.
4. Type a Feed name, for example "Portal enquiries". It is shown as the lead source and must be unique in the workspace.
5. Pick a Category: Sales, Support, Partner, Marketing or Other.
6. Paste the Base URL. It must be HTTPS. Tern calls /health and /leads under it.
7. Paste the API token.
8. For Signing secret, press Generate if you agreed to sign requests. Give the secret to the provider now: it is not shown again after you save.
9. Set Default region to the two letter country used for phone numbers without a country code, such as AU.
10. Pick a Schedule: Every 15 minutes, Hourly, Daily at a time or Manual only. A daily Time is in the workspace time zone.
11. Optionally pick a Default owner. Leads without a matching owner email go to this person.
12. Optionally type Labels, comma separated. They are added to every lead from this feed.

Test before you save

1. Press Test connection.
2. Read the result. Connected comes with the feed's version and First leads as Tern would file them, so you can check names, phones and stages look right.
3. If records fail validation, the result lists each one with the reason. They would be skipped, not imported wrong.
4. Connection failed comes with the reason. The usual causes are a wrong URL or a token for another workspace.
5. When it looks right press Add feed. The first sync starts within a minute.

Watch a feed

1. On Lead feeds each row shows Schedule, Last run, Next run and a switch under On.
2. Last run reads Synced, No changes, Failed, Running or Never run, with counts of what was fetched, new, updated, unchanged and invalid.
3. Press Run now to sync at once. The result shows under Last run in a few seconds.
4. Use the switch to pause a feed without removing it.

Look into a run

1. Click the feed's name.
2. Sync runs lists the last 20 runs, newest first. Invalid records are skipped and listed with the reason, so you can send them to the provider.
3. Under Leads press Open in Leads to see every lead this feed brought in. On the leads list the same thing is the Source filter.
4. Configuration shows the settings. The token and signing secret are stored encrypted and never shown again.

Change or remove a feed

1. On the feed's row open the menu and choose Edit. Leave API token blank to keep the saved one.
2. To remove it choose Remove, then Remove feed.

Syncing stops and the saved token and signing secret are deleted. Leads it already brought in stay, with the feed name as their source.

What happens to each new lead

1. The lead appears in Leads with the feed name under Source, the feed's labels and its owner.
2. To start working it without anyone lifting a finger, build an automation with the trigger Lead created and the action Add to playbook or Assign round robin. See Automations.
3. A lead the provider later marks deleted is hidden from the list unless you set the Removed at source filter.