Skip to main content

Celonis Product Documentation

4leads (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The 4leads modules enable you to manage tags, contacts and more in your 4leads account.

Getting Started with 4leads

Prerequisites

  • A 4leads account

In order to use 4leads with Celonis platform, it is necessary to have a 4leads account. If you do not have one, you can create a 4leads account at 4leads.de.

Notice

The module dialog fields that are displayed in bold (in the Celonis platform Action Flow, not in this documentation article) are mandatory!

Connecting 4leads to Celonis platform

To connect your 4leads account to Celonis platform you need to obtain the API Key.

  1. Log in to your 4leads account.

  2. Open Account > _API from the menu on the left.

    61d5a6d5af0a5.gif

  3. Click the +New API key button.

    61d5a6d8b840d.png

  4. Enter the name for the new API Key, set the status to Activated and click the Save button.

  5. Copy the provided API Key and store it in a safe place.

  6. Go to Celonis platform and open the 4leads module's Create a connection dialog.

  7. Enter the API Key you have copied in step 5 to the respective field and click the Continue button to establish the connection.

The connection has been established and you can proceed with setting up the module.