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Integrations

General Lookup API

Enable lead data prefill using Pingtree’s General Lookup API or internal source. Automatically fills lead fields like name, address, email, and age range.

The General Lookup API allows you to pre-fill lead data during form flows, similar to the Loan Lookup API. It helps streamline the user journey, reduce friction, and increase form completion rates by auto-populating known values.

Note: You cannot use the Loan Lookup API and General Lookup API in the same form flow simultaneously.

Funnel Form Flow Step-Level Configuration#

Configuration Path:
Form Flow > Step > Settings > Trigger General Lookup

integrations

Functionality#

  • Enable the Trigger General Lookup toggle.
  • This triggers a call to the General Lookup API.
  • The system will pre-fill any fields returned by the lookup in subsequent steps.
  • If all fields in the next step are filled by the lookup, the step is skipped automatically. Steps will continue to skip until a form step contains at least one unfilled field.

Internal Lookup Source (Optional)#

Configuration Path:
Form Flow > Meta Tab > Internal > General Lookup Source

Functionality#

  • Select your internal lookup source (CSV, database, or API).
  • When enabled, Pingtree will:
    1. First check Pingtree's General Lookup API
    2. Then check your internal source if no data is found

Customization Options (Contact Support)#

  • Use only Pingtree API
  • Use only your internal source
  • Use internal first, then Pingtree API

Data Storage#

Once triggered, the following system field will be saved in the lead details:

  • lead_lookup: true or false — indicates whether a lookup occurred and data was returned

Fields Used for Lookup#

Pingtree’s API looks up data using:

  • mobile (phone number)

Fields That May Be Updated#

If a match is found, the following fields may be populated:

  • first_name
  • last_name
  • email
  • address
  • city
  • state
  • zip_code
  • country
  • age_range

Internal Source Lookup#

If using your internal source, the system will:

  • Use mobile or email to find a match
  • Return any fields that exist in your file or data source (must align with form field keys)

Tip: Use General Lookup to reduce form length and streamline the user journey. Combine with fraud detection or validation plugins for better quality control.