McLeod Integration
LoadMaster and PowerBroker hold the loads, carriers and invoices. F5 connects them to your CRM so sales sees account activity and marketing sees which campaigns produced freight.
Logistics companies we work with
Quick answer
How do you integrate McLeod LoadMaster or PowerBroker with a CRM?
You integrate McLeod LoadMaster or PowerBroker with a CRM through McLeod's published RESTful web services or through custom APIs built by McLeod. Middleware reads customers, orders, loads and invoices and writes them to HubSpot or Salesforce as companies, deals and custom objects. PowerBroker also includes a CRM module, which some teams keep or replace.
- Vendor
- McLeod Software
- Integration surface
- RESTful web services; custom APIs built by McLeod
- Auth
- Credentials and permissions set up with McLeod
- Objects
- Customers, orders, loads, carriers, invoices
- CRMs
- HubSpot, Salesforce
How do the McLeod Innovation Hub APIs reach LoadMaster and PowerBroker?
McLeod publishes web services for LoadMaster and PowerBroker, and builds custom APIs when the standard set does not cover a need.
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Published RESTful web services
LoadMaster and PowerBroker both have documented REST services for core records such as customers, orders and loads.
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Custom APIs from McLeod
When a field or process is missing from the standard services, McLeod can build a custom API. F5 flags this during scoping.
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Innovation Hub: cloud or direct
McLeod publishes its API through the McLeod Innovation Hub. The Cloud-Hosted API runs on McLeod infrastructure and routes each call to your server with tenant and API key headers; the Direct-Hosted option points at a sandbox MAP server for testing.
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PowerBroker CRM module
PowerBroker includes a CRM module. Teams that want marketing automation, attribution and reporting often run a full CRM beside it.
Data mapping
Which McLeod loads, customers and rates map to the CRM?
Loads and invoices are the proof of revenue. The CRM gets the records that explain who bought and why.
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Customer
From: McLeod customer
To: Company or Account
When: Customer created or updated
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Order
From: McLeod order
To: Deal or Opportunity
When: Order entered
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Load
From: LoadMaster or PowerBroker load
To: Custom object linked to the company
When: Load dispatched or delivered
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Carrier
From: Carrier record
To: Company with carrier type
When: Carrier onboarded
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Invoice
From: McLeod invoice
To: Invoice record and company rollup
When: Invoice issued or paid
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Lane activity
From: Orders by origin and destination
To: Account lane property
When: New lane booked
Does the PowerBroker CRM module replace HubSpot or Salesforce?
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McLeod and HubSpot
Custom build on the APIF5 builds on McLeod's web services: companies, deals and load objects, with attribution on every order.
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McLeod and Salesforce
Custom build on the APIF5 builds on McLeod's web services: accounts, opportunities and custom objects, with reports for reps.
What sales and marketing get
How do brokers on McLeod sell with load history?
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Marketing that sees freight
Report which campaigns and pages led to orders and invoiced revenue, not only to form fills.
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New lane and volume alerts
Alert reps when a shipper adds a lane or when weekly loads fall, with the last load and rep already attached.
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Rep account view
Show recent loads, open orders and balances on the shipper record in the CRM.
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Reactivation lists
Build lists of shippers with no recent load for outbound campaigns, from real order history.
Running McLeod with a CRM nobody trusts?
Tell us which records your team needs. We reply with a data map and a build plan.
How McLeod integration projects run
- Step 1
Map the data
We list the McLeod records your sales and marketing teams need, agree the field mapping and decide which system owns each field.
- Step 2
Connect and test
We build the connection on the McLeod interface your account licenses, with retries, logging and a test run on real records before go-live.
- Step 3
Turn data into pipeline
Dashboards, workflows and alerts in the CRM, so reps see shipments next to deals and marketing sees which campaigns produced revenue.
- Step 4
Monitor and extend
Error alerts, schema changes and new objects as you grow, with one team accountable for the integration and the marketing that uses it.
Part of our logistics software integration service. For quote tools, portals and apps on top of McLeod, see custom logistics software development. Built for trucking.
FAQ
McLeod integration FAQ
What is the McLeod Innovation Hub?
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What is the McLeod Innovation Hub?
+The McLeod Innovation Hub is where McLeod Software publishes its API documentation for LoadMaster and PowerBroker. It offers a Cloud-Hosted API, routed to your server through tenant and API key headers, and a Direct-Hosted version on a sandbox server for testing.
Does McLeod integrate with HubSpot?
+
Does McLeod integrate with HubSpot?
+McLeod has no HubSpot connector to switch on, but LoadMaster and PowerBroker expose RESTful web services. F5 builds the sync on them, mapping customers, orders, loads and invoices to HubSpot companies, deals and custom objects.
Does McLeod LoadMaster have an API?
+
Does McLeod LoadMaster have an API?
+Yes. McLeod publishes RESTful web services for LoadMaster and PowerBroker and builds custom APIs where the standard set falls short. Access is arranged through McLeod, and the integration works within the permissions it grants.
Can PowerBroker connect to Salesforce?
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Can PowerBroker connect to Salesforce?
+Yes, as a custom build. Middleware reads PowerBroker records through McLeod's web services and writes them to accounts, opportunities and custom objects. See our logistics software integration service.
Do I need a CRM if PowerBroker has a CRM module?
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Do I need a CRM if PowerBroker has a CRM module?
+The module covers basic account tracking. A full CRM adds campaign attribution, marketing automation and cross-team reporting. Many teams keep McLeod as the system of record and run sales and marketing in the CRM.
Get in touch
Talk to us about your McLeod integration
Tell us what you sell and who buys it. We will tell you, honestly, whether this is the right channel for you and what it would take.
- 1 We reply within one business day, from a person, not a sequence.
- 2 A 30-minute call on what you sell, to whom, and how you close today.
- 3 If we can build demand for it, we say what it would take. If not, we say that too.
Prefer to talk now? Pick a 30-minute slot or write to hi@f5-out.io.