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.
Note: A Trestle account is required to integrate with LeadExec. For more details on available pricing plans, please visit the Trestle website.
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
Lead is submitted to LeadExec
Lead data is sent to Trestle for real-time validation
Once verified, the lead is processed:
Accept/reject/quarantine for QC based on your rules
How to Set Up
Step 1: Global Configuration (One-Time Setup)
Navigate to Settings > Integrations.
Locate the Trestle REal Contact integration, and click Details.
Toggle the Enabled option in the top-right corner.
Navigate to the Connection Settings section and enter your API Key provided by Contact Center Compliance in the designated field.
Click Save API Key. The key will be stored securely (encrypted).
Note: Without a valid API key, the integration will fail to authenticate and will not scrub leads.
Step 2: Configure Lead Type Field Mapping and Actions
From the Lead Type Configurations section, click New to add your desired lead type.
Request and Response Fields, and Add-On Mapping:
Request Fields: Select the lead field that contains the fields to be scrubbed (typically your primary phone, email address, and IP address fields). The phone number field is the only required field mapping for Trestle Real Contact to work as expected.
Add-Ons: Select optional checks to run, such as Email Deliverability, Email Age Score, and TCPA Litigator Check.
Response Fields: Select a lead field that reflects the results of the scrubbings.
Criteria Configuration: Define the rule for the results on your checks:
Example: If Phone: is Valid Equals False, then [Select Action]
Reject: (Recommended) The lead is immediately rejected and will not be delivered.
Quality Control: The lead is flagged for manual review but is not automatically rejected. It will not be sent to buyers unless manually approved.
(Optional) Continue on Match: If you want to stop processing further integrations (e.g., fraud scores, other scrubs) depending on the result of this criterion, disable this option. This saves time and API costs.
Step 3: Enable the Integration on a Campaign
Go to the specific Campaign where you want to enable Trestle Real Contact.
Navigate to the campaign's Integrations > Manage tab.
Find the Trestle icon in the list of available integrations.
Click Add to enable the integration.
Set Integration Order (Optional):
If you have multiple integrations enabled on this campaign, you can drag the Litigator Scrub to your desired position in the execution order.
Running this integration early can prevent wasted processing on high-risk leads; running it later ensures other validations (like required fields) are complete first.
The API is very fast (sub-second), so either approach is viable and depends on your preferences and needs.
From the Integration Criteria section, you can add an override criterion (similar to the system-wide setup we did on Step 2) specific to this campaign.
Step 4: Test the Integration
Ingest a lead into LeadExec using a known litigator test number (if provided by DNC.com) or a real number to verify the integration is working correctly.
Check the lead's logs to confirm the scrub result was recorded.
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
Start Simple: Validate only phone/email first to avoid over-validation, causing conflicting data
Field Mapping: Always map Phone and Name (Trestle required) and high-value fields relevant to your line of business
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
Integration option is not visible in campaign settings:
The feature may not be enabled for your account. Contact your LeadExec administrator or support.
Verify the integration was enabled globally in Settings > Integrations.
Leads are not being scrubbed as intended, or at all (no logs, no rejections):
Check that the integration is enabled for the specific campaign.
Verify the API Key is entered correctly in global settings. An invalid key will cause authentication failures logged as errors.
Ensure the correct fields are mapped. If the mapped field is empty for a lead, the scrub will not run.
Ensure you add a Response Field to capture the results of the scrubbings.
Leads are being rejected incorrectly (false positives):
If you suspect an error, you can temporarily switch the action to Flag and manually review affected leads while investigating.
API errors appearing in logs:
401 Unauthorized: Your API key is invalid, expired, or not authorized for the Litigator Scrub service. Contact Contact Center Compliance.
Timeout/Network Errors: The API may be temporarily unavailable. The integration will allow leads to pass (fail open) to avoid disrupting your business. Monitor the situation and contact support if the issue persists.
Leads are still being delivered even when failing a specific check:
Confirm the action rule is set to Reject, not Flag, and educate your team on the proper process to follow when manually reviewing leads.
Need to know if a specific number was flagged:
All scrub results are logged in the lead's history. You can search the lead's logs for entries containing "Litigator Scrub" or the result status.