LeadExec Web - Delivery Methods

Configuration of all of the types of automated lead delivery

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77 articles in this collection
Written by Chris Arenas
Webhook Delivery Method

Webhook Delivery Method Configuration

Webhook delivery methods allow you to send leads via JSON, XML, and HTTP requests.
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Written by Chris Arenas
Updated over a week ago

Webhook URL Endpoint Tab

In this tab you will set where the leads are posting to and what type of content is being sent in the delivery.
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Written by Chris Arenas
Updated over a week ago

Webhook Authentication Tab

LeadExec provides the ability to use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types.
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Written by Chris Arenas
Updated over a week ago

Webhook Field Mappings

Field mappings allow you to configure the field names the receiving system is expecting to what you have set on your lead type.
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Written by Chris Arenas
Updated over a week ago

Webhook Request Body Tab

JSON and XML schema configuration
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Written by Chris Arenas
Updated over a week ago

Webhook Response Settings Tab

Response settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
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Written by Chris Arenas
Updated over a week ago

Webhook Retry Settings Tab

Using the system’s retry logic allows you to tell the system to retry delivery for failed delivery attempts.
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Written by Chris Arenas
Updated over a week ago

Webhook Portal Permissions Tab

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.
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Written by Chris Arenas
Updated over a week ago

Webhook Delivery Schedule Tab

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.
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Written by Chris Arenas
Updated over a week ago

Webhook Notifications Tab

Create notifications for you or another team member for failed deliveries to the client.
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Written by Chris Arenas
Updated over a week ago
ClickPoint Integration

ClickPoint Integration Delivery Method Configuration

Bidirectional delivery to ClickPoint.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration URL Endpoint Tab

In this tab you will set where the leads are posting to and what type of content is being sent in the delivery.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Authentication Tab

LeadExec provides the ability to use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration Field Mappings

Field mappings allow you to configure the field names the receiving system is expecting to what you have set on your lead type.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration Request Tab

JSON and XML schema configuration
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration Response Settings Tab

Response settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration - Retry Settings Tab

Using the system’s retry logic allows you to tell the system to retry delivery for failed delivery attempts.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration - Portal Permissions Tab

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration - Integration Options Tab

ClickPoint's integration with LeadExec allows you to receive updates back from ClickPoint when actions or update take place.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration - Delivery Schedule Tab

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.
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Written by Chris Arenas
Updated over a week ago

ClickPoint Integration - Notifications Tab

Create notifications for you or another team member for failed deliveries to the client.
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Written by Chris Arenas
Updated over a week ago
Ping-Post Delivery Method

Ping-Post Delivery Method

Delivers partial lead details to the client, allowing them to bid on the lead.
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Written by Chris Arenas
Updated over a week ago

Ping Post URL Endpoint Tab

In this tab you will set where the leads are posting to and what type of content is being sent in the delivery.
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Written by Chris Arenas
Updated over a week ago

Ping Post Authentication Tab

LeadExec provides the ability to use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types.
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Written by Chris Arenas
Updated over a week ago

Ping Post Field Mappings

Field mappings allow you to configure the field names the receiving system is expecting to what you have set on your lead type.
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Written by Chris Arenas
Updated over a week ago

Ping Post Request Body Tab

JSON and XML schema configuration
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Written by Chris Arenas
Updated over a week ago

Ping Post Response Settings Tab

Response settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
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Written by Chris Arenas
Updated over a week ago

Ping Post Retry Settings Tab

Using the system’s retry logic allows you to tell the system to retry delivery for failed delivery attempts.
Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

Ping Post Portal Permissions Tab

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.
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Written by Chris Arenas
Updated over a week ago

Ping Post Delivery Schedule Tab

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.
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Written by Chris Arenas
Updated over a week ago

Ping Post Notifications Tab

Create notifications for you or another team member for failed deliveries to the client.
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Written by Chris Arenas
Updated over a week ago
Batch Delivery Method

Batch Delivery Method

Scheduled delivery designed to send all leads received during a set time frame via email with an excel of CSV attachment.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Mappings Tab

Field mappings allow you to configure the field names the receiving system is expecting to what you have set on your lead type.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery File Settings Tab

File settings for Batch Delivery can vary based on your client’s requirements. In this tab you will configure the file settings
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Second File Settings Tab

File settings for Batch Delivery can vary based on your client’s requirements. In this tab you will configure the file settings
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Email Template

Create a custom template for your Batch Delivery email.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Delivery Settings Tab

To and From settings for lead email delivery.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Batch Schedule

Set the schedule of the Batch Delivery
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Portal Permissions Tab

Client Portal user settings for IVR calls, File Attachments, and Analytic Data.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery - Delivery Schedule

This tab allows you to create a specific schedule of when the client will be considered for lead delivery.
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Written by Chris Arenas
Updated over a week ago

Batch Delivery Notifications Tab

Create notifications for you or another team member for failed deliveries to the client.
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Written by Chris Arenas
Updated over a week ago