This article will help you post a lead to Insellerate.
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: If required, request this from Insellerate Support.
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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