Lead Gen & CRM: Most-used fields

Lead Gen & CRM: Most-used fields#

The table below gives information about most-used fields that you can import from Lead Gen & CRM. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name

Adverity UI name

Description

Use in Adverity

accountID

accountID

Unique identifier for the SharpSpring account associated with the data.

dimension

active

active

Indicates if a record, such as a lead or a list, is currently active in the system. For leads, the getLeads API method can filter for active leads.

metric

amount

amount

The monetary value associated with an opportunity.

metric

campaignAttributionOverride

campaignAttributionOverride

A field that allows overriding the default campaign attribution for a lead or action, enabling manual assignment of credit to a specific campaign. The API includes methods to retrieve campaign information.

metric

campaignID

campaignID

Unique identifier for a marketing campaign.

dimension

city

city

The city associated with a lead’s address.

dimension

closeDate

closeDate

The projected or actual date when an opportunity is expected to close.

dimension

companyName

companyName

The name of the company associated with a lead.

dimension

country

country

The country associated with a lead’s address.

dimension

createTimestamp

createTimestamp

The timestamp indicating when a record (e.g., lead, email event, email job) was created.

dimension

date

date

A timestamp or date associated with a record or event, often used for filtering data in date-ranged reports.

dimension

dealStageID

dealStageID

Unique identifier for the current stage of an opportunity in the sales pipeline.

dimension

description

description

A textual description for a record, such as a lead or an opportunity.

dimension

emailAddress

emailAddress

The email address of a lead.

dimension

faxNumber

faxNumber

The fax number associated with a lead or contact.

dimension

firstName

firstName

The first name of a lead.

dimension

id

id

The unique identifier for a record or object.

dimension

industry

industry

The industry sector a lead or account belongs to.

dimension

isActive

isActive

Indicates if a record is currently active. This is a common boolean flag used across various entities like leads, lists, or campaigns. The getLeads method filters for active leads by default.

metric

isClosed

isClosed

Indicates if an opportunity has been closed.

metric

isContact

isContact

This field indicates whether a record in the system represents a contact. In the context of Lead Gen & CRM (SharpSpring), a contact is an individual whose information has been captured and is being managed within the CRM for marketing and sales engagement.

dimension

isCustomer

isCustomer

This field indicates whether a record represents a customer. In Lead Gen & CRM (SharpSpring), a customer is typically a lead who has converted or made a purchase, signifying a successful outcome of marketing and sales efforts.

dimension

isQualified

isQualified

Indicates the qualification status of a lead. A lead’s status changes from unqualified to qualified as it progresses through the sales pipeline.

dimension

isUnsubscribed

isUnsubscribed

A boolean flag indicating if a contact has unsubscribed from email communications. The getRemovedListMembers method explicitly supports filtering by unsubscribed status.

dimension

isWon

isWon

Indicates if an opportunity was successfully won.

metric

lastName

lastName

The last name of a lead.

dimension

leadID

leadID

The unique identifier for a lead.

metric

leadScore

leadScore

The overall lead score indicating a lead’s engagement and readiness.

metric

leadScoreWeighted

leadScoreWeighted

The calculated lead score, often adjusted by a weighting algorithm, indicating a lead’s engagement and potential value. This is a core marketing automation feature for lead prioritization.

metric

leadStatus

leadStatus

The current status of a lead in the sales process.

dimension

listID

listID

The unique identifier for a list.

metric

mobilePhoneNumber

mobilePhoneNumber

The mobile phone number of a lead or contact.

dimension

name

name

The name of a record or object (e.g., campaign name, list name).

dimension

officePhoneNumber

officePhoneNumber

The office phone number of a lead or contact.

dimension

opportunityName

opportunityName

The name of a sales opportunity.

dimension

originatingLeadID

originatingLeadID

The ID of the initial lead record from which the current lead was derived, particularly useful in scenarios involving lead merging or conversion.

dimension

ownerID

ownerID

Unique identifier for the owner (user) of a record, such as an account, lead, or opportunity, within the Lead Gen & CRM platform.

dimension

persona

persona

This field identifies the buyer persona assigned to a lead or contact. A buyer persona is a fictional representation of an ideal customer segment, used to categorize leads and tailor marketing messages and workflows.

dimension

phoneNumber

phoneNumber

The primary phone number of a lead or account.

dimension

phoneNumberExtension

phoneNumberExtension

The extension for the lead’s phone number.

metric

primaryLeadID

primaryLeadID

A unique numerical identifier for the lead within the system.

dimension

probability

probability

The probability (percentage) of winning an opportunity.

metric

state

state

The state or province associated with a lead’s address.

dimension

status

status

The general status of a record or operation. Specific context depends on the object (e.g., ‘Lead Status’, ‘Email Job Status’).

dimension

street

street

The street address for a lead or contact.

dimension

title

title

The job title of a lead or contact.

dimension

trackingID

trackingID

A unique identifier used for tracking various marketing activities, such as website visits, form submissions, or campaign interactions. This links different data points together for analytics.

dimension

updateTimestamp

updateTimestamp

The timestamp indicating the last time the record was updated.

dimension

website

website

The website URL associated with a lead or account.

dimension

zipcode

zipcode

The postal code associated with a lead’s address.

dimension