Integration

    LeadPerfection and Volty

    In-home sales companies on LeadPerfection let Volty confirm tomorrow's appointments with prospects and tell managers how each lead source is setting this week.

    Talk to VoltyFree trial

    Updated

    How did each source set

    Vanessa asks about the week. Volty reads leads and appointments by source in LeadPerfection.

    Sales managers

    Volty · Team chat

    V

    Vanessa

    How are this week's leads turning into appointments, by source?

    Checked LeadPerfectionOct 26 to Nov 1 · 4 sources · 196 leads

    VoltyAPP

    The home show leads set best this week: 21 appointments from 48 leads. Web forms brought the most leads but set 14 from 82.

    Report in Volty

    Leads this week, by source

    Home show21 / 41 / 48
    Web form14 / 55 / 82
    Referral11 / 18 / 19
    Door hanger6 / 22 / 47

    BookedRepliedTotal

    What Volty does with LeadPerfection

    LeadPerfection is a CRM built for home improvement companies that sell in the home, with lead intake, appointment setting and sales results. Volty reads appointments set in LeadPerfection and confirms them with the prospect the day before, so the rep is expected. Sales managers ask Volty how each lead source is setting this week.

    • Set rate by source

      Home show, web form, referral and door hanger, side by side.

    • Day-before confirmations

      The prospect replies yes or asks for another time.

    • All decision makers home

      Volty reminds the prospect who should be there.

    • Results written back carefully

      Appointment results start Off and can wait for a manager.

    Four workers in hard hats and safety vests at an outdoor AC unit, one kneeling to inspect it.
    Reps keep presenting while Volty reports the week by source.

    Tuesday at 6

    Gloria, a home show lead, confirms her window consultation.

    GH

    Gloria Hampton

    WhatsApp · Prospect

    Volty· approved templateHi Gloria, this is Summit Windows & Doors. Your in-home window consultation is tomorrow, Tuesday, at 6pm. Reply YES to confirm or let us know if you need another time.
    Yes. Will my husband need to be there too?
    VoltyThanks, Gloria. It works best if everyone who decides on the windows is home, so please have him join if he can. Our consultant, Derrick, will see you at 6.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Next-day confirmations

    1. When

      Each afternoon

      On a schedule

    2. Step 1

      Reads tomorrow's appointments

      Prospect and time

    3. Step 2

      Asks each prospect

      An approved template

    4. Step 3

      Flags reschedules

      For the confirming team

    A gray-haired man reaching to shake hands at his open front door with a visitor carrying a tool bag.
    Gloria confirms, so Derrick is expected at 6.

    How Volty connects to LeadPerfection

    LeadPerfection controls API access method by method. An administrator gives a dedicated API user the methods Volty needs under API Security in Function Level Security, and the Volty team sets Volty up with that user as a custom connection.

    1. 01

      Create an API user

      A LeadPerfection user only for Volty, so its activity stays separate.

    2. 02

      Enable its API methods

      Security, then User Access, then Function Level Security set to API Security. Turn on only the methods agreed, such as reading appointments by date range or adding notes.

    3. 03

      Approve in Volty

      An admin approves the connection once.

    4. 04

      Set switches

      Creating leads and writing results start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find prospectReads
    • Read sales appointmentReads
    • Read leads and sets by sourceReads
    • Create leadChanges
    • Add appointment noteChanges

    Reading tools can be turned on straight away. Anything that changes LeadPerfection starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    What permissions does Volty need in LeadPerfection?

    Only the API methods you agree to. A LeadPerfection administrator opens Security, then User Access, switches Function Level Security to API Security, and enables each method for Volty's user, for example reading sales appointments in a date range or adding notes. Anything not enabled stays out of reach.

    Can Volty confirm appointments the call center sets?

    Yes. Volty reads tomorrow's appointments from LeadPerfection and sends each prospect an approved WhatsApp template. A yes is noted for the rep, and a request for another time goes to your confirming team instead of being moved by Volty.

    Will Volty change sales results in LeadPerfection?

    Not unless you turn that on. Writing a note or an appointment result starts Off, and with Check with staff each one waits for a manager. Most companies keep results with the rep and let Volty only read.

    How much does it cost to connect LeadPerfection with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

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    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026