Lead Docket integration
Bring Lead Docket contacts, campaigns and pipeline into Dashworx and see how marketing turns into revenue.
About the Lead Docket integration
Lead Docket holds the customer side of your marketing: contacts, messages, deals or conversations. Its reports cover what happens inside Lead Docket, but not how that connects to the spend that brought those people in.
Dashworx brings Lead Docket data into the same model as your ad platforms, analytics and store. Leads, messages and pipeline sit next to cost and revenue, so you can follow a customer from first click to sale.
Typical questions it helps answer: which channels bring the leads that close, how email and messaging contribute to revenue, and where the pipeline is slowing down.
What data you get from Lead Docket
Date
Contact or account
Campaign or message
Sends, opens and clicks
Deal or lead stage
Revenue
…and more.
What teams do with Lead Docket data
Visual Intelligence
Follow leads from first click to sale
See Lead Docket leads and revenue next to the channels and campaigns that brought them in.
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Conversational AI
Ask where the pipeline is stuck
Ask in plain English which stages or campaigns in Lead Docket have slowed down this quarter.
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KPIs and automation
Get alerted to engagement drops
Set a KPI rule on a Lead Docket engagement or conversion rate, so a drop is flagged before the next send.
LEARN MORE →
How to connect Lead Docket to Dashworx
01
Request your connection link
Ask for your secure Lead Docket connection link from within Dashworx or through your account manager. It’s tied to your workspace, so only your team can use it.
02
Connect in one click
Open the link, sign in to Lead Docket and authorise access. No API keys, developer time or spreadsheets required.
03
We aggregate and align your data
The Dashworx team brings your Lead Docket data together with your other sources, then aligns it to your visual intelligence dashboards and smart AI features, so it’s analysis-ready without manual clean-up.
04
Get notified when you’re live
You’ll receive an in-platform notification as soon as your Lead Docket connection is complete, and your data starts appearing across your dashboards.
Frequently asked questions
What does Dashworx do with my connected data?
How long does it take for my data to appear after connecting?
Do I need technical skills or a developer to connect a source?
How often is my data refreshed?
How is my data kept secure?
Can I connect multiple accounts from the same platform?
What if the platform I use isn’t listed?
Connect Lead Docket in minutes
Book a demo and we’ll show you your own data, connected and visualised, before you commit.