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.