Depending on your MA tool settings there could be a few reasons as to why Leads are not appearing in your MA Tool after they convert. After clicking “Send to MA Tool” you may encounter an error as to why the problem is happening.
The lead is not fully enriched and your MA tool setting is currently enabled to only send leads that are enriched.
If “Only Send Enriched Leads” is disabled and “Send Leads Before Enrichment” is enabled we will send leads before the lead becomes Enriched.
When sending a Lead to your MA tool you may encounter an error due to a field mismatch.
A field mismatch issue is where the value we are trying to send to your MA tool is not being accepted, for example, our Revenue field is trying to send a range ($50M - $100M) to a drop-down select field in your MA tool that does not contain the value.
To fix this confirm the following:
Confirm your MA tool fields Revenue / Employee / Countries / State / Industries contain our normalized values: Normalization for Revenue / Employee / Industries / Countries / States
Confirm your MA Tool UTM fields contain the values that are being sent, for example, if your MA UTM Campaign field is a drop-down select field it should contain the value that we are trying to send either Dynamically or Custom. – we recommend if possible for the field type to just be single-line text which will allow any value to be entered.
Double-check case sensitivity for example If your MA tool field is a drop-down select field and contains the value “metadata” but our platform is trying to send the value “Metadata” it will fail due to the case sensitivity and they should match exactly both the field label & system value.
If the error still occurs please reach out to support@metadata.io