Cornerstone Integration
Querying Leads With Loopers
To query Concierge leads in Cornerstone, add a Looper Provider element to your layout and set the post type to cnc_lead. The Looper will return leads in reverse chronological order by default — most recent first — which is the natural order for a leads dashboard or inbox view.
All standard Looper controls apply: you can paginate, filter by date, limit the number of results, and sort by any supported field. No plugin configuration is needed to enable this — the post type is always available to Cornerstone regardless of the Show Concierge Leads in WordPress admin menu setting in Integration.
Displaying Lead Data With Dynamic Content
Within a Looper context, each lead's data is available through Dynamic Content using post meta keys. Use a Text element or any element that accepts Dynamic Content and select Post Meta as the source, then enter the relevant key.
The available post meta keys are:
_cnc_name — the visitor's full name as entered in the lead capture form
_cnc_email — the visitor's email address
_cnc_phone — the visitor's phone number, if provided
_cnc_transcript — the full conversation transcript as plain text
_cnc_source — the lead source: widget, cs_form, or cs_form_listener
_cnc_page — the URL of the page the visitor was on when the conversation began
_cnc_routed_to — a log of which routing destinations were used and whether each succeeded
_cnc_routed_at — the date and time the lead was stored, in MySQL datetime format
The post title for each lead is set automatically in the format "Visitor Name — DD Mon YYYY HH:MM" and is available through the standard Dynamic Content post title source.
Building A Leads Dashboard In Cornerstone
A common use of this integration is a private leads dashboard — a password-protected page on the client's site that displays their Concierge leads in a clean, readable layout without requiring access to the WordPress admin.
Build a page in Cornerstone, add a Looper with cnc_lead as the post type, and use Dynamic Content to display the fields you want — name, email, phone, date, and source in a card or table layout, with the transcript available in an off-canvas or modal triggered by a click. Protect the page using WordPress password protection, a membership plugin, or Cornerstone's own access controls.
This gives clients a polished, branded leads view that feels like part of their site rather than a backend admin screen.
Cornerstone Forms Integration
If Cornerstone Forms is active on your site, Concierge registers a form action called Concierge Lead Routing. This action appears in the Cornerstone Forms action builder alongside the standard options.
To use it, open a form element in the Cornerstone builder, go to the Actions tab, and add the Concierge Lead Routing action. When a visitor submits the form, their details are automatically routed through Concierge's lead routing layer — stored in WordPress and forwarded to any active destinations configured in Integration settings.
The action maps common field names automatically. Fields named name or first-name are used as the lead name. Fields named email or email-address are used as the email. Fields named phone or phone-number are used as the phone number. All other field values are included in the transcript as a readable list.
There is also a form listener, configured in Integration settings, which allows you to route submissions from a specific form by ID without modifying the form's action configuration. This is useful for forms that already have their action setup complete and where adding another action is not practical.
Showing The Lead Post Type In The Main Menu
By default the cnc_lead post type is hidden from the standard WordPress admin left-hand menu. It is accessible through Concierge — Leads and through Cornerstone at all times.
If you are using a plugin that needs to attach to the post type through the admin menu — for example, to add ACF Pro field groups — enable the Show Concierge Leads in WordPress admin menu option in Concierge — Integration — Advanced. This adds a standard WordPress post type entry to the admin menu. It has no effect on Cornerstone access, which is unaffected by this setting either way.