How To: Post a Lead to Insellerate

This article will help you post a lead to Insellerate.

Instructions

Prerequisites:

Provide Inselerate with your static posting IP address so that we may have it whitelisted.

Posting URL: This will be generated automatically when a campaign is created within the system. If you are a vendor and do not have access to create a campaign, then Insellerate’s support team may be able to assist.

Documents you may need:

• Prospect Table (Field Library)

  • Column A contains the UI names while Column B includes the Values that should be posted (ex. First Name = First_Name).

• Dropdown Value Mappings

  • Dropdown fields that require a specific value to be posted (Proposed Loan Purpose, Proposed Loan Type, etc.).

JSON Sample Post:

{

    "root":

    {

        "row":

        [

            {

                 "Ref_Id": "test123",

                "First_Name": "Test",

                "Last_Name": "Lead",

                "Mobile": "5555555555",

                "Address": "1300 Test Ave.",

                "City_Name": "Orange County",

                "State_Name": "CA",

                "Zip_Code": "92626",

                "DateOfBirth": "1/1/1980",

                "Loan1_Amount": "500000",

                "Loan1_Payment": "2500",

                "Notes": "This is a test post",

                          }

                      ]

    }

}

XML Sample Post:

<root>

<row>

<Ref_Id>Test123</Ref_Id>

<First_Name>Test</First_Name>

<Last_Name>Lead</Last_Name>

<Mobile>(834) 567-8964</Mobile>

<Address>1300 Test Ave.</Address>

<City_Name>Orange County</City_Name>

<State_Name>CA</State_Name>

<Zip_Code>92626</Zip_Code>

<DateOfBirth>1/1/1980</DateOfBirth>

<Loan1_Amount>500000</Loan1_Amount>

<Loan1_Payment>2500</Loan1_Payment>

<Notes>This is a test post</Notes>

</row>

</root>

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