Documentation
BirdEye Integration
Connect BirdEye to LeadMachine to automatically send review requests to your customers after key touchpoints — no manual follow-up required.
What is the BirdEye Integration?
BirdEye is a reputation management platform that sends review request emails and SMS messages to your customers on your behalf. Once connected, LeadMachine forwards customer contacts to BirdEye automatically, triggering your existing BirdEye review request workflows.
What You Get:
- Automatic review requests sent after customer interactions (e.g. shipped orders, completed jobs)
- No manual exports or copy-paste between platforms
- Works alongside any other LeadMachine integration — DecoNetwork, Shopify, or custom
- Activity log so you can see exactly which contacts were sent and when
- Self-service setup — any admin can connect their own BirdEye account
Setting Up the BirdEye Integration
Prerequisites
What You Need:
- A BirdEye account with SFTP access enabled
- Your BirdEye Business ID
- SFTP credentials from BirdEye (host, username, password)
- LeadMachine Admin or SuperAdmin role
Where to Find Your BirdEye SFTP Credentials:
- Log in to your BirdEye account
- Go to Settings → Integrations → API
- Find the SFTP Credentials section
- Click Generate SFTP credentials if you haven't already
- Note your SFTP host, username, and password
- Your Business ID is shown at the top of the same page
Step-by-Step Setup
1. Open the Integrations Page
- Log in to LeadMachine
- Click Integrations in the sidebar
- Find the BirdEye card under Marketing integrations
- Click Connect
2. Enter Your Credentials
Fill in the four fields:
| Field | Where to Find It |
| --- | --- |
| Business ID | BirdEye → Settings → Integrations → API |
| SFTP Host | BirdEye SFTP credentials (typically besftp.com) |
| SFTP Username | BirdEye SFTP credentials |
| SFTP Password | BirdEye SFTP credentials |
| Event | What It Means |
| --- | --- |
| Queued | A contact was added to the upload queue |
| Skipped | A contact was skipped — missing both email and phone |
| Uploaded | A batch was successfully delivered to BirdEye via SFTP |
| Failed | An SFTP upload attempt failed (see message for details) |
Check this log after your first shipped orders to confirm the pipeline is working end-to-end.
Managing the Connection
Test an Existing Connection
- Go to Integrations → BirdEye
- Click Configure on the card
- Click Test Connection
- Confirms SFTP credentials are still valid
Disconnect
- Go to Integrations → BirdEye
- Click Configure
- Click Disconnect BirdEye
- Confirm the disconnection
What happens when you disconnect:
- LeadMachine stops queueing new contacts for BirdEye
- Any contacts already in the upload queue will not be sent
- Contacts already delivered to BirdEye are unaffected
- You can reconnect at any time
Troubleshooting
Test Connection Fails
Check your SFTP credentials
- Copy your SFTP username and password directly from BirdEye — avoid spaces
- Passwords are case-sensitive
- If in doubt, regenerate credentials in BirdEye and re-enter them in LeadMachine
SFTP access not enabled
- Confirm SFTP credentials have been generated in BirdEye (Settings → Integrations → API)
- Some BirdEye plans require SFTP to be enabled by their support team
No Activity Showing in the Log
- Confirm a trigger has actually fired (e.g. a DecoNetwork order has been marked as shipped since you connected)
- Check that the order has an email address or phone on the billing details
- The upload runs hourly — wait up to an hour after the first queued contact before expecting an Uploaded entry
Contact Shows as Skipped
The order's billing details had no email address and no phone number. Review the order in DecoNetwork and ensure customer contact information is captured at checkout.
Uploaded but No Review Request Sent
LeadMachine's job ends at delivering the file to BirdEye's SFTP server. If contacts are uploaded but review requests aren't being sent:
- Log in to BirdEye and check your contact import history
- Verify your BirdEye Business ID is correct
- Confirm your review request automation rules are active in BirdEye
- Contact BirdEye support if contacts are arriving but workflows aren't triggering
FAQ
Q: Do I need DecoNetwork to use this integration? A: No. The BirdEye integration is standalone. DecoNetwork is one source of triggers, but additional triggers can be configured independently.
Q: How quickly are contacts sent to BirdEye? A: Contacts are queued immediately when a trigger fires and uploaded in the next hourly batch — so typically within the hour.
Q: Can the same customer be sent twice? A: Each trigger event is tracked individually. A shipped DecoNetwork order is only queued once, preventing duplicate review requests from the same event. Separate events (e.g. two different orders) will each trigger a contact.
Q: Where does the upload file go in BirdEye?
A: LeadMachine uploads a CSV named Feed_contacts_YYYYMMDD_HHMMSS.csv to the root of your BirdEye SFTP account — the standard location BirdEye monitors.
Q: Are my SFTP credentials stored securely? A: Yes. Credentials are encrypted at rest using AES-256 encryption and are never visible to other users.
Q: What Business ID should I use if I have multiple BirdEye locations? A: Each LeadMachine company connects to one BirdEye Business ID. If you manage multiple locations, contact support to discuss a multi-location setup.
Q: What happens if BirdEye's SFTP server is temporarily unavailable? A: Contacts that fail to upload are marked as failed in the activity log. They will not be automatically retried — contact support if you need failed contacts requeued.
Getting Help
- Check the activity log on the BirdEye integration card for real-time status
- For BirdEye-side issues (review request workflows not firing), contact BirdEye support
- For LeadMachine-side issues, contact us via the in-app support ticket system
Last Updated: April 2026