Integrating Your Leads Into Contact Groups
This article explains how to take leads generated from AI Prospecting Suite campaigns and automatically route them into your system so you can trigger automations, organize contacts, and send postcards or other print mail seamlessly.
Overview
With AI Prospecting Suite, you can:
Capture website leads and keyword leads
Automatically add those leads to contact groups
Trigger automations such as postcards and greeting cards
Send print without manually logging into the platform for every action
Each campaign has its own integration settings, giving you full control over how leads flow into your system.
Step 1: Open Campaign Integrations
1. Go to Campaigns.
2. Select the campaign you want to configure (Intent Finder or Visitor Reveal).
3. Click the plug/integration icon on the campaign.
4. This opens the integration settings for that specific campaign.
Each campaign has its own integration box and must be configured individually.
Step 2: Connect AI Prospecting Suite
Inside the campaign integrations:
1. Check the box to connect to AI Prospecting Suite.
2. This enables leads from this campaign to flow into your AI Prospecting Suite system.
Step 3: Select or Create a Contact Group
Next, choose how contacts should be organized:
Select an existing contact group, or
Create a new contact group if this campaign is starting from scratch
⚠️ Important:
If the contact group you select is already tied to an automation, new leads will immediately trigger that automation.
Step 4: Apply Filters (Highly Recommended)
Filters allow you to control which leads are added to your contact group.
You can filter by:
State
ZIP codes
This is especially useful if:
You only serve specific areas
You don’t want to send print to leads outside your service region
Example:
A local business may only want leads inside specific ZIP codes to avoid sending postcards to people who can’t use their services.
Once filters are set:
Click Save
Step 5: Send a Test Contact (Optional)
Before going live, you can:
Send a test contact through the integration
Confirm the contact is added correctly to the group
Verify automations trigger as expected
Step 6: Add Additional Integrations (Optional)
You can also:
Add other integrations if needed
Connect external systems
Review available integration options within the campaign
Step 7: Save & Activate the Campaign
Once everything is configured:
1. Click Save
2. Start the campaign by clicking Play
Your campaign is now live and automatically sending leads into AI Prospecting Suite.
What Happens Next?
Leads are captured from website visits or keyword searches
Contacts are validated and enriched with available data
Contacts are added to the selected group
Automations (postcards, greeting cards, etc.) trigger automatically
Best Practices
Create separate contact groups for different campaigns
Always apply location filters for local businesses
Test with a sample contact before going live
Review automations tied to contact groups to avoid unintended sends
Need Help?
If you have questions or need help setting up:
Campaign integrations
Contact groups
Filters or automations
👉 Our Support Team is always happy to help. Reach out anytime.