Support & documentation

Getting started

Set up your account, first order, first users.

• Creating new users in Leadnodes In this guide, you will learn how to create and configure new users within the Leadnodes platform to ensure the appropriate access levels and organizational structures for your team.
• How to create a New Lead Order To create a new lead order in Leadnodes, you first define the buyer and the category, establish price and delivery parameters, and configure the desired delivery areas in detail by federal states or postal codes

System settings

Basic settings, automations, tags and email sending.

• Automations Enable groups: The “Groups” option lets you enable group conditions within an automation. These allow alternative …
• Branding settings In the branding settings area you can configure the visual identity of your organisation.
• GDPR settings If you work in line with the GDPR, you should configure the relevant functions here so that you receive lead data exclusively via the system and …
• How do I enable or disable notifications about new lead purchase requests? Under System settings > Company profile, switch the email and in-app notification on or off in the Purchase request notifications section. Optionally, route the emails to an alternative address instead of the administrators.
• How do I manage email senders and domains? Manage your email sender domains and verify email addresses for sending leads and notifications via Settings > Senders & Domains.
• How do I manage lead tags and define in which areas (Admin, User, Outreach) they are available? Under Settings > Lead Tags you create tags and use tag availability to decide whether a tag is offered to your team (Admin), your buyers (User) or in Outreach. Without a selection it is available everywhere.
• How do I set the time zone for my system? Configure your system’s time zone for correct date and time displays in all reports, leads and orders.
• How do I tag leads automatically? With the “Set Lead Tags” automation action, matching leads are automatically given one or more tags without removing existing tags.
• How do I trigger automations when a tag is attached to a lead? The "After Lead Tag Attached" trigger starts an automation automatically as soon as a new tag is added to a lead.
• How do I use condition groups in system automations? With condition groups, you can create complex if-then rules by organising multiple conditions into separate groups and linking them with AND/OR logic.
• Lead Scoring Settings Lead Scoring Settings can be found under System settings → Basic settings → Lead Scoring Setting
• Payments and finance In the next step, navigate to Payments & Finance
• Refund settings for the system The refund settings are located in the system settings and can be left as they are for the time being.
• System basic settings Once you have received your login details from us, you can log in and take your first steps in the system. For optimal use …
• System settings In this section you can enter all basic information relating to your contact details, which also appear on the emails, invoices etc. …
• Webhooks Under Webhooks you can define the functions you need. This currently includes two service webhooks.
• What are possible causes of a soft bounce? A soft bounce occurs when an email cannot be delivered temporarily but may be delivered successfully on a later attempt …
• What is a hard bounce? What a hard bounce is, how it occurs and why it affects email delivery – including help if emails from Leadnodes are missing.

Users & permissions

Create users, assign permissions, logins and notifications.

• Account settings Under 'Account settings', all functions of the account can be configured.
• API Tokens In this area you can manage API tokens. The API token is a unique identifier that allows external web applications to establish a …
• Delivery pauses for a user Delivery pauses let you set a temporary interruption for all of the user's orders.
• Do I also need to create a user for leads I produce myself? Yes, a supplier (user) must also be created for your own leads, through which they enter the system. This user could be called “Own Facebook …
• Individual lead commissions In this section, an individual commission can be defined for when a user delivers leads. This commission is independent of the …
• Integrations Under the “Integration” menu item, various external systems can be connected to Leadnodes, with each integration having its own individual settings …
• Notifications Save: Use “Save” to store the configured email notifications.
• Payment & Financials In this section, the tax number and VAT ID are stored, as well as the tax rate used to calculate VAT, …
• Prepaid account If the user works with a prepaid account, this section displays all relevant information and transactions relating to the prepaid account …
• Refund settings for a user In this section, refund settings can be configured. This is where you define whether a user is allowed to request a refund …
• UI Restrictions In this section, settings can be made that determine which information the user will later be able to see in their own account, …
• User Profile The user settings begin with the User Profile
• Users Use the pencil icon to edit existing users as well as newly added ones.
• Webhook Import Individual webhooks can be stored here. Webhooks, also known as "reverse APIs", transmit data as soon as a specific event …
• Why can't users be deleted? Learn why users in Leadnodes cannot be deleted, only deactivated.

Leads & lead types

Lead types, fields, forms, import and blacklist.

• Basic settings After clicking “Create”, the new lead type is saved and you are taken directly to the basic settings of the lead type to make further …
• Creating lead types New lead type: When the "New lead type" button is clicked, a new window opens in which the name of the lead type can be set …
• CSV template for lead imports per lead type Under Edit lead type - Custom fields, a separate CSV template can now be downloaded for each lead type. The file contains …
• Custom fields In addition to the basic settings, there is a section for custom fields. By default, basic fields such as salutation, first name, last name, …
• Dynamic Parameters In fields that support dynamic parameters, various values can be replaced automatically with the corresponding information from the lead, the buyer …
• How can I organise custom fields into groups? You can optionally divide the custom fields of a lead type into named groups to structure them clearly in all views.
• How do I create dynamic QR codes for lead forms and landing pages? Under Leads > QR codes you create QR codes with a fixed short URL that point to any URL or a lead form. You can change the target at any time, printed codes remain valid and every scan is counted.
• How do I find lead partners in the lead provider network? Under Cooperations > Lead provider network you will find companies that buy or sell leads, unlock their contacts and see current lead purchase requests. With your own company profile, you become visible yourself.
• Lead forms Lead forms can be created on the basis of a lead type to capture leads directly in the platform. Lead forms are particularly suitable …
• Lead log details Viewing lead log details: trace exports and provider responses.
• Lead type validation In the next step, validation can be configured for the lead type. This is where you define which criteria a lead must meet in order to be …
• Marketplace features (activating) Under Lead types - Basic settings, the “Multi-selling” and “Marketplace listing” features can be activated. As soon as a lead is approved …
• Refund settings for a lead type In the next step, the complaint settings for the lead type can be defined. These allow you to set specific rules for the …
• Sample Import CSV Sample Import CSV: Once the custom fields for the lead type have been defined, the "Sample Import CSV" function is available. With …
• Standard lead parameters { "leadtypeid" : "1", "gender" : "m", //"fullname" : "John Doe", will be separated "firstname" : "John", "lastname" : "Doe", "birthdate" : …
• This phone number is on the blacklist, but it could still be assigned. Why? Data that is on the blacklist is automatically filtered when leads are imported and set to either “Review” or “Spam”. If …

Orders & distribution

Orders, filters, multi-sale and lead assignment.

• Advanced order filters Advanced order filters let you define specific conditions that determine when an order should apply.
• Delivery pauses for an order Delivery pauses: in this section you can define periods during which no leads are to be delivered with this order.
• Do I have to duplicate multi-sale leads manually? Multi-sale leads are duplicated automatically if further orders exist at the time of delivery. If this is not the case …
• How can I filter by a custom field? How to filter by a custom field by specifying the parameter name and the desired value.
• How can I restrict suppliers for orders? With supplier restrictions you can define which suppliers are allowed to deliver leads to specific orders (whitelist) or not allowed to (blacklist).
• How can I undo a lead assignment? System administrators can undo a lead assignment that has already been made, provided no invoice has yet been created for the lead.
• How can leads that are already assigned be assigned again? You can assign leads with any status except "assigned" directly via the checkbox selection. Leads that are already assigned must be duplicated for a …
• How do I find already-sold multi-sale leads for an order (reverse search)? Using the reverse search of an order, you can see already-sold multi-sale leads that still match the order and assign them to the buyer individually or in bulk.
• How do I prevent multiple users from the same group receiving the same multi-sale lead? With multi-sale groups, you can assign user groups to an order. If a member of one of these groups has already received the lead, the order is excluded from further copies.
• How do I use exclusive orders with multi-sale lead types? With the Exclusive order option you prevent a lead from being resold after it has been assigned to an exclusive order – even with multi-sale lead types.
• I think my order isn't picking up any leads – how can I check? If you have the impression that your order isn't picking up any leads, you can check this yourself with a simple test. Proceed as …
• Lead orders In this area you can view and edit existing orders or add new orders.
• Using custom fields in automations and order filters To use custom fields in automations or order filters, the following notation must be used in the value field:
• What are multi-leads and how are they created? A multi-sale lead is a lead that is sold to several customers. Multi-sale leads are duplicated automatically if this has been configured for the lead type …

Complaints

Complaint process, reasons, compensation and API.

• Complaint reasons In this sub-section, complaint reasons can be defined and managed.
• Complaints This section is used to manage and provide an overview of all leads subject to a complaint, ensuring structured processing and follow-up.
• How are leads with complaints compensated in orders? Important As a general rule: only accepted complaints are compensated.
• How do I file a complaint for a lead via the API? First use the Refundable endpoint to check whether a complaint can be filed for the lead and which complaint reasons apply, then create the complaint with the Create endpoint.
• How do I filter lead exports by complaint status? You can filter lead exports by complaint status to export only leads with or without a complaint. This helps you analyse complained or non-complained leads specifically.
• Objections In this section, objections to rejected complaints are managed.
• Partner complaints Partner complaints: Under the “Partner complaints” menu item, no information is displayed at first. This area is used when …

Billing

Invoices, credit, prices and payment methods.

• How do I add credit without an invoice or pay out a user's credit? In a user's “Credit account” tab, system administrators and co-admins can credit amounts without an invoice or tax under “Manual bookings” or pay out the entire current credit.
• How do I cancel a system subscription as a system administrator? As a system administrator, you cancel your subscription directly under Settings > Subscription. The cancellation takes effect at the end of the current billing period.
• How do I set individual marketplace prices per user? In the user settings, under “Marketplace prices” you can store an individual price per lead type for a user. Without an entry, the default buyer price of the lead type applies.
• How is the service period determined on outgoing invoices? When a user is first created, the invoice date also corresponds to the start and end of the first service period. For all further …
• Incoming invoice This section is designed specifically for pool trading. If pool cooperations exist and leads are sourced from external pools, …
• Invoices This section covers the management and overview of all invoices. Here, invoices can be created, reviewed and edited.
• Outgoing invoices This section provides an overview of all invoices created. Invoices are categorised by status, such as …
• Payment statements This area serves as an internal system for managing cash movements. Every item that is billed is recorded here and clearly displayed …
• Recurring payments For customers, regular billing can be set up automatically via the recurring payments item.
• SEPA export After invoices have been created, a SEPA file for the bank can be generated here.

Integrations

Connect CRM, forms, lead sources, webhooks and automation platforms.

• Acorn integration Acorn integration: submitting leads to the Acorn stairlift programme
• AroundHome Complaints Integration The AroundHome Complaints integration is used to synchronise complaints from AroundHome after the fact. With this integration, all …
• Finanzen.de lead import The API key can be found in the user settings.
• Heyflow Incoming Webhook Connect Heyflow to Leadnodes – receive and process leads automatically via incoming webhook.
• How do I connect Leadnodes to Zapier? With the Leadnodes Zapier integration, you can automatically send leads to other apps or import them from external sources – without any programming skills.
• How do I import leads automatically from EZA (Einfach zum Angebot)? With the EZA integration you can import leads automatically from the Einfach zum Angebot portal and process them directly in Leadnodes.
• How do I import leads by email and how must the email be formatted? Send a plain-text email to your import mailbox. The subject contains your API key, the message body contains one field per line in the format "field: value".
• How do I import my check-direkt.de leads automatically by email? Leads you purchase from check-direkt.de are read into Leadnodes automatically by email. Forward the lead emails to your personal import address – new leads then appear in your account automatically every few minutes.
• How do I run buyer or supplier integrations via an automation? With the "Run Integration" action, you automatically trigger all active integrations of the lead buyer or the lead supplier.
• How do I set up the Enpal.pro webhook integration? Learn how to receive leads automatically from Enpal.pro via a webhook interface and map them to your lead types.
• How do I use the Universal Data Mapper for integrations? The Universal Data Mapper lets you map lead data flexibly to external systems – with conditions, placeholders and automatic type casting.
• How does the registration webhook work and how is it structured? The registration webhook automatically creates buyer or supplier accounts in your system when an external system sends the sign-up data via HTTP POST to your individual webhook URL.
• HubSpot Integration With the Leadnodes HubSpot integration, leads captured in Leadnodes can be transferred seamlessly to HubSpot. This connection allows you …
• Importing leads into Leadnodes via webhook Deliver leads into Leadnodes automatically – via webhook or Zapier integration. Includes a JSON example and API token instructions.
• Monday CRM integration: transferring leads from Leadnodes easily With the Monday CRM integration, you can transfer leads directly from Leadnodes into a Monday CRM system.
• Reonic integration Step-by-step guide to setting up the Reonic integration.
• Wattfox integration Wattfox integration for Leadnodes: send leads to Wattfox easily and automatically.
• Webhook integration Setting up the webhook integration for leads
• What data does the webhook export contain (payload structure)? On every lead assignment (or creation), the webhook export sends a JSON object containing the lead's master data, all custom fields, purchase information and attachments to your configured URL.
• What is the difference between LeadDesk and LeadDesk Global? LeadDesk synchronises order statuses, LeadDesk Global enables bidirectional data exchange with export and webhook functions.
• WPForms (WordPress) Connect WPForms to Leadnodes – automatically transfer leads from WordPress to your Leadnodes instance via webhook.
• Webhooks in Leadnodes: which webhook for what? Leadnodes uses webhooks in four directions: receiving leads, forwarding leads, reporting complaints and registering users automatically. Find the right article here.

Other topics

Customer login, cheat sheets and more.

• Markdown cheat sheet This cheat sheet gives a quick overview of basic Markdown syntax. It contains the most commonly used elements from John Gruber's original …
• Setting up a custom customer login for your Leadnodes system To set up a custom customer login for your Leadnodes system, you first need to create a CNAME with your hosting or domain provider …