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How to Validate Leads With Trestle Real Contact

Get additional value on every lead through real-time validation and risk analysis with Trestle and LeadExec

G
Written by Gerry Cortés
Updated this week

Overview

Trestle Real Contact integrates with LeadExec to validate and enrich lead data in real time. It verifies phone numbers, email addresses, and physical locations while providing risk scoring (litigator checks) and contact quality grades. This ensures only high-quality leads enter your system and helps maintain TCPA compliance.

Why This Matters

  • Reduction in invalid leads, making every cent count

  • Increase in conversion rates on validated contacts

  • Remain TCPA Compliant, reducing violation risks

  • Help eliminate wasted sales effort on fake/high-risk leads

How It Works - At a Glance

  1. Lead is submitted to LeadExec

  2. Lead data is sent to Trestle for real-time validation

  3. Once verified, the lead is processed:

    • Accept/reject/quarantine for QC based on your rules

How to Set Up

Step 1: Global Activation

  1. From the left-hand bar, go to Integrations


  2. Select Trestle Real Contact > Details


  3. Enter your API Key (get from Trestle)

  4. Toggle Enable Integration from the upper-right corner


  5. Click Save

Step 2: Campaign Configuration

  1. Navigate to Campaigns > [Your Campaign]

  2. Open Integrations > Manage > Add


  3. Once Trestle has been added, click Edit


  4. In this new pop-up, map your incoming lead fields to the appropriate Trestle fields (Critical)



  5. Configure Add-Ons:

    You may also configure add-ons in this same screen. These are the add-ons that Trestle will run along with the rest of the lead data.

    Trestle supports the following paid add-ons:

    1. Litigator Risk Check (phone)

    2. Email Deliverabiltiy Check

    3. Email Age Score Check​

      These can be toggled in two ways:

      1. By mapping a lead field (which will be dynamic) as in the sample screenshot

      2. By using a static/hardcoded value (e.g., “True”, to always enable)

Step 3: Response Field Mapping

You can also map response fields received from Trestle to a lead field in the same Trestle RC screen. You can store this Tresle data in your lead records, including:


Phone Fields

  • Phone: Is Valid

  • Phone: Activity Score

  • Phone: Line Type

  • Phone: Name Match

  • Phone: Contact Grade

Email Fields

  • Email: Is Valid

  • Email: Name Match

  • Email: Contact Grade

Address Fields

  • Address: Is Valid

  • Address: Name Match

Add-On Fields

  • Phone: Litigator Risk

  • Email: Is Deliverable

  • Email: Age Score

Error and Warning Fields

  • Error Name

  • Error Message

  • Has Warnings (true/false)

Step 4: Integration Criteria

To set up criteria to indicate LeadExec how to handle leads based on the response received from Trestle, go to the Integrations > Integration Criteria and click Add integration criteria, then select Trestle Real Connect:


From here, choose the lead field or add-on that contains the Trestle response you want LeadExec to check, set the operator (like Equals, NotEquals, Contains, or HasValue), and enter the value you want to match, then pick what action the system should take if that condition is met.

You can have LeadExec:

  • Flag the lead

  • Send it to Quality Control

  • Reject the lead

You’ll also choose whether LeadExec should continue processing other integrations (True) or stop here (False).


Note that you may add as many criteria as needed for your campaign, and delete those that you no longer need using the Delete option next to each criterion:

Criteria-Based Lead Acceptance for Smart Routing

You can use any of the mapped response fields in the Campaign Criteria logic to automate decisions.

Examples:

Condition

Action

Business Impact

Phone: Contact Grade: < C

Reject lead

Avoids spam leads and failed contact attempts

Litigator Risk = true

Reject or Route to QC

Prevents TCPA lawsuits, allows your team to review on a case-by-case basis

Email: Age Score > 50

Send to premium buyers

Higher quality leads are routed to higher-paying buyers, leading to higher satisfaction and conversion rates

How to Find the Trestle Data in a Lead

To find the information Tresled returned on a lead, find the lead you want to review, right-click on it, and open it in a new tab.

Then, find the Integrations tab in the rightmost part of the lead, and then deploy the Trestle Integration Data.

The Response Data will give you insight into Trestle's validation findings, while the Invalidation Criteria will show you the system's decision based on your integration criteria settings.

Best Practices

  1. Start Simple

    • Validate only phone/email first to avoid over-validation, causing conflicting data

  2. Field Mapping

    • Always map Phone and Name (Trestle required) and high-value fields relevant to your line of business

  3. Compliance

    • Set automated actions to reject leads with Litigator Risk = true

    • Set up a solid scoring grade chart based on compliance and high-value lead fields, and set up your campaigns to auto-reject low-scoring leads

Troubleshooting

Possible Issue

Fix

"API Key Invalid"

Validate or regenerate your API key in through your Trestle portal, or contact Trestle support if the issue persists

Leads not validating as expected

1. Check that your field mapping is accurately set up

2. Keep your criteria simple! Review that you don't have several criteria enabled, which could cause conflict due to over-validation or contradictory configurations
3. Verify your Trestle account is working as expected

Missing risk scores

Enable the relevant add-ons in the Campaign Integration Criteria

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