Setting up an Integration

Setting up an integration to accept leads from a lead vendor is a simple process. The first thing you will need to do is find out what kind of post your vendor will be sending over. There are two types, an HTTP Post or an XML post, which we will go into more detail later.

After we find out what type of post the vendor will be pushing to InsideSales.com we need to get a list of all of the variables that they will be pushing to InsideSales, the best way to get this is to get a sample post from them. If they are pushing an XML post over then the post must be in the following format.

    <?xml version="1.0" encoding="UTF-8" ?>
    <export>

      <lead>

        <first_name>=First Name </first_name>
        <last_name>=Last Name </last_name>
        <phone_number>=123.456.7890</phone_number>

      </lead>

    </export>

While you are waiting for your lead vendor you can setup the campaign and lead sources that you want the lead to come in as. Depending on how your dialer initiatives are setup as well those might need to be modified to accept the new lead source and/or campaign.

After you have gotten all the information from your lead vendor you are now ready to start the integration.

  • Click on the Admin Tab
  • Under Site Settings click on Manage Fields and Labels
  • Click on Map Lead Fields

    • mapLeadFieldsAdminLink.jpg
Next Step: Web Post Integration Templates
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