# LeadPerfection and Volty > Prospects confirm tomorrow's in-home appointment with Volty on WhatsApp, and sales managers ask how each LeadPerfection lead source is setting this week. 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 Volty · Free trial Updated 2 Nov 2026 ## 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 LeadPerfection · Oct 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 show · 21 / 41 / 48 Web form · 14 / 55 / 82 Referral · 11 / 18 / 19 Door hanger · 6 / 22 / 47 Booked Replied Total ## 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. Connects with LeadPerfection API, method-level permissions Volty reads Prospects, leads by source, sales appointments Volty can change Leads, notes, appointment results, when allowed Setup The Volty team with your LeadPerfection admin Category Field service & construction 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 template Hi 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? Volty Thanks, 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 - When · Each afternoon · On a schedule - Step 1 · Reads tomorrow's appointments · Prospect and time - Step 2 · Asks each prospect · An approved template - Step 3 · Flags reschedules · For the confirming team 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. - 01 · Create an API user · A LeadPerfection user only for Volty, so its activity stays separate. - 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. - 03 · Approve in Volty · An admin approves the connection once. - 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 prospect · Reads - Read sales appointment · Reads - Read leads and sets by source · Reads - Create lead · Changes - Add appointment note · Changes 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. ## Related integrations - Builder Prime Field service & construction - AccuLynx Field service & construction - JobNimbus Field service & construction - WhatsApp Business API Messaging channels - Google Sheets Spreadsheets & databases All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Field service & construction](https://voltade.com/integrations?category=field-service) - [Builder PrimeField service & construction](https://voltade.com/integrations/builder-prime) - [AccuLynxField service & construction](https://voltade.com/integrations/acculynx) - [JobNimbusField service & construction](https://voltade.com/integrations/jobnimbus) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [Google SheetsSpreadsheets & databases](https://voltade.com/integrations/google-sheets) - [All integrations](https://voltade.com/integrations)