CRM integration
OmniaIQ + Salesforce
Enterprise-grade credit intelligence natively on the Lead and Opportunity objects.
Quick answer
OmniaIQ writes verdicts to standard and custom fields on Lead and Opportunity. Use Flow, Process Builder, or Apex triggers to route, assign, and progress records based on the verdict.
How it works
01
Web-to-Lead or API POST triggers OmniaIQ
Configure your web-to-lead endpoint or a Flow that POSTs new Leads to OmniaIQ.
02
OmniaIQ writes back via REST
Verdict, FICO band, DTI, and program match are updated on the Lead record.
03
Salesforce automations execute
Assignment rules route qualified Leads; Flow auto-converts to Opportunity; DNQs are routed to a nurture queue.
Events sent
- verdict.qualified
- verdict.did_not_qualify
- verdict.program_matched
- verdict.needs_review
Fields mapped
- OmniaIQ_Verdict__c
- OmniaIQ_FICO_Band__c
- OmniaIQ_DTI__c
- OmniaIQ_Program_Match__c
- OmniaIQ_Run_Id__c
Setup
- 1
Install the OmniaIQ package from AppExchange or add the required custom fields manually.
- 2
Add an OmniaIQ Flow action after Lead create.
- 3
Configure assignment rules and validation rules on the verdict field.
- 4
Optional: build a Lightning card that surfaces program matches on the Lead layout.
Common use cases
- Auto-convert Lead → Opportunity only when OmniaIQ returns qualified.
- Assign qualified Leads by program match to the right rep queue.
- Suppress DNQ Leads from Marketing Cloud journeys.
FAQ
Which Salesforce editions are supported?
Any edition with API access — typically Professional with API add-on, Enterprise, or Unlimited.
Is there an AppExchange package?
Yes — search for OmniaIQ on AppExchange, or install the fields manually if you prefer.
Can we call OmniaIQ from Apex?
Yes. OmniaIQ exposes a signed REST endpoint suitable for Apex callouts.
How is data secured?
TLS in transit, signed requests, and no PII stored at rest beyond the run log.
Can we run OmniaIQ on Opportunity, not just Lead?
Yes. Trigger on Opportunity create/update for post-conversion revalidation if needed.
Does this support Sales Cloud AND Financial Services Cloud?
Yes. Fields map to standard Lead and Opportunity objects in both clouds.
Learn more about Salesforce at www.salesforce.com/ .
Connect OmniaIQ to Salesforce today.
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