Overview
The ClickPoint Integration Delivery Method in LeadExec enables bidirectional data exchange with SalesExec. This integration ensures real-time synchronization of lead information, including updates to lead status, workflow, last action taken, and date closed. Additionally, it supports the transfer of basic lead details and file attachments to ClickPoint SalesExec.
Key Functionality
Real-Time Updates: Automatically synchronize lead information between LeadExec and SalesExec.
File Attachments: Upload any file attachments added to lead records directly to ClickPoint SalesExec.
Customizable Settings: Configure delivery settings to match client specifications, including lead type and environment (testing or production).
How to Use This Feature
Navigate to Delivery Methods
In LeadExec, go to the Delivery Methods section.Create a New Delivery Method
Click the Create button located in the upper left-hand corner.
A popup window will appear for inputting the basic settings of the delivery method.
Configure Basic Settings
Description: Enter a name for your delivery method.
Delivery Type: Select ClickPoint Integration from the dropdown menu.
Lead Type: Choose the lead type the delivery method will be based on. Note: This setting cannot be changed after the delivery method has been created.
Environment: If your client has a separate endpoint for testing, set the delivery account to Testing mode.
Save and Proceed
After configuring the settings, click Create. This action will take you to the main settings page of the delivery method, starting with the General settings tab. Review your settings, and if they are correct, proceed to the next tab for further configuration.
Best Practices
Naming Convention: Use clear and descriptive names for delivery methods to easily identify their purpose.
Testing: Always configure and test delivery methods before going live to ensure proper functionality.
Documentation: Refer to ClickPoint's integration documentation for specific field mappings and requirements to ensure compatibility.
Troubleshooting
Failed Deliveries: Verify that the endpoint URL is correct and that the receiving system is operational.
Authentication Issues: Ensure that any required authentication tokens or credentials are correctly configured.
Data Mismatches: Check that the field mappings align with the receiving system's expectations to prevent data errors.
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