Set Up Leadping

Complete Leadping onboarding, create a source, and test the production intake path.

Leadping onboarding collects the information needed to create the organization, provision its first phone number, handle A2P 10DLC registration, and activate billing.

Before you begin

Have these items ready:

• your name and phone number;
• the organization’s legal name, phone number, industry, website, and address;
• its EIN and a matching IRS document in PDF, PNG, or JPG format, up to 4 MB;
• a preferred area code for the first Leadping number; and
• a payment card.

Complete onboarding

The setup wizard has eight steps.

Step	What Leadping asks for
Profile	Your name, phone number, and communication preferences
Organization	Legal business details, website, industry, address, and optional offer and audience descriptions
Verify	EIN and the matching IRS document
Phone	The first available Leadping phone number
Consent	Acceptance of the platform, messaging, TrustedForm, and compliance terms
Plan	Monthly or annual billing
Payment	A payment method
Review	Final authorization and the charges due today

Submitting the final step activates the plan, purchases the selected phone number, and starts the setup workflows. Leadping handles the required A2P 10DLC registration; outbound SMS remains unavailable until it is approved.

The profile step uses TrustedForm to record completion of Leadping’s own onboarding form. This is separate from the certificate that must accompany each external lead.

Create an intake source

After onboarding:

1. Open Sources.
2. Select Add source.
3. Give the source a name that identifies the real form, partner, CRM, or posting system.
4. Copy its lp_src_... key into that system.

A source is enabled when created. There is no approval action on the customer source page. See Lead Sources.

Add TrustedForm to the production form

Every lead submitted through a source must include its own TrustedForm certificate URL. Leadping rejects the request if that field is missing.

Confirm that the production integration sends:

• metadata.trustedFormUrl to POST /leads; or
• trustedFormUrl to POST /leads/intake.

See TrustedForm for validation behavior and examples.

Test one lead

Submit from the real production form or posting system.

1. Confirm the request returns 201 Created.
2. Open the lead under the expected source.
3. Check its contact fields, tags, metadata, and TrustedForm URL.
4. Wait for processing to move from Verifying to Ready.
5. Confirm the conversation and any configured automation behave as expected.

If the lead becomes Invalid, open its processing reason before sending more traffic.

Prepare the phone number

Leadping prepares managed numbers for production and shows their current registration, availability, and limits. Review TrustedSetup and Carrier Registration before using a number in production.

Start with low volume. Increase traffic only after intake, processing, conversations, opt-outs, and automation have been verified end to end.