How to fetch lead categories or statuses
When to use this guide: Use this guide when configuring or validating engagement platform integration behavior.
If you’re looking to build workflows that rely on Lead Categories, you can get the Lead Category Name and ID values with OutboundSync. This is useful when you’re building workflows because it allows you to branch off of the Lead Category ID.
Log in to OutboundSync
Section titled “Log in to OutboundSync”First, login to OutboundSync. Under Connected Accounts, click API Keys.
Find and click the View button
Section titled “Find and click the View button”Then, find the Lead Categories column and the View button.
Finally, click the View button.
The following pop-up will give you both the standard and custom lead categories that you can use in your workflows.
Explanation
Section titled “Explanation”In this case, the Lead Category of “Interested” has a Lead Category ID of 1.
If you were building a workflow, you would branch off of Lead Category ID and select the value of 1 for your interested replies.