General Lookup API

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.

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Funnel Form Flow Step-Level Configuration

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

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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.

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Internal Lookup Source (Optional)

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

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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

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Customization Options (Contact Support)

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

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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

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Fields Used for Lookup

Pingtree’s API looks up data using:

• mobile (phone number)

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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

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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.