What LeadScale can do with your data

The Engine processes more than 30 million records a year, applying the checks, decisions and connections each programme needs.

Receive records from website forms, events, webinars, media platforms, CRM systems, files, APIs, webhooks, email and SFTP. Capture relevant source, time, consent and campaign metadata at entry, and preserve available history when importing existing records.

Our team configures fields, mappings and connections, including how records are acknowledged, delivered and handled when an integration fails.

For a home-improvement enquiry programme, we added phone-number checks to the capture form so visitors could correct suspect details before submitting. It is a practical example of addressing a quality issue at source rather than leaving a contact team to discover it later.

The approach can be adapted: a form might warn a visitor, prevent submission or allow the record through for further review, according to the agreed rules.

Onboard and query client-controlled datasets such as CRM records, customer lists, account information, consent data and suppression files. A journey can use these sources to decide whether a record is new, relevant, excluded or already being worked.

This is different from checking duplicates within an incoming batch. Suppression can compare incoming records against people or accounts you already hold, potentially across several systems.

Where sources overlap, we can help define matching, source-priority and reconciliation rules to build a trusted master or golden record, then activate it in the systems that need it.

SmartForms lets us deploy checks directly on your web forms, so problems can be addressed before a record is submitted. We can configure prompts for missing or suspicious details, or prevent submission where your rules require it. The same journey can continue with independent verification, client-data suppression, enrichment and routing inside the Engine.

Apply proprietary hygiene filters to identify nonsense entries, suspicious patterns, malformed fields and incomplete records. Independent verification can check email, telephone or other details against appropriate external sources.

Then test each record against your targeting specification: geography, job function, seniority, company size, industry, named accounts or other agreed criteria. A valid contact can still be the wrong prospect.

The checks and their order are agreed for each programme. Human reverification is included where the client’s requirements call for it, including for records that need additional review.

Identify poor-quality or out-of-scope records before CRM delivery so sales teams are not spending time on contacts that were never viable prospects.

The results also make conversion analysis more meaningful: you can separate invalid or unsuitable data from eligible records that did not progress through sales.

Define identity matching and repeat rules by person, account, campaign, source or time window. Set caps on how often records can be accepted or how many contacts from an account should be delivered.

Put low-cost checks first when appropriate. If a record is already excluded, there may be no reason to pay for verification or enrichment. Our team designs the sequence and exception paths with you.

Append contact, professional-profile, firmographic and specialist information from relevant providers. Normalise, classify, score and transform records into the structure each destination expects.

AI services can help classify, summarise or enrich information through configured models and prompts. Our Technical Services team works with you to define the task, inputs, safeguards and required output.

Only apply paid enrichment when a record has passed the earlier checks needed for that journey. What can be added depends on the sources, permissions and programme.

Human review can be built into the journey where a judgement or exception cannot reliably be handled by an automated rule.

Different results can lead to different actions: route an eligible lead to sales, send another to nurture, hold an exception for review or stop processing.

The rules can evolve as you learn which fields and signals actually predict useful outcomes.

A composed journey combines checks, data sources, decisions and destinations. It might be a straightforward A-to-B transfer or a sequence across CRM and marketing automation (such as Salesforce, HubSpot and Marketo), dialler, email and advertising systems.

For example, a validated enquiry can be assigned to the right team, trigger a follow-up sequence and move to a different path when the CRM returns a new status. Connected workflows reduce manual bottlenecks and the risk of records being lost between systems.

Another use case brings several databases together, reconciles them into a golden record and distributes the agreed fields to whichever platforms need them.

Our team helps design, build, test and operate these integrations, with delivery monitoring, alerts, exception handling and clear responsibilities.

Keep relevant source, timestamp, lineage, consent and processing evidence with records as they move through the journey. Where configured, capture snapshots can preserve what a person was shown at submission.

Use client-supplied consent and suppression data in processing decisions, and orchestrate relevant provenance fields into downstream systems. Access controls, audit trails and retention arrangements support governance; they do not replace legal assessment of permitted use.

Bring qualification, opportunity, conversion, sales and revenue outcomes back from connected systems. Use them for reporting, to compare eligible records with actual results and to inform the next action in a journey.