ClickPoint Integration
Instructions on how to configure ClickPoint Integration Delivery Methods
ClickPoint Integration Delivery Method ConfigurationBidirectional delivery to ClickPoint.
ClickPoint Integration URL Endpoint TabIn the ClickPoint Integration URL Endpoint tab, you will set where the leads post and what content is being sent.
ClickPoint Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the ClickPoint Authentication Tab.
ClickPoint Integration Field MappingsIntegration field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
ClickPoint Integration Request TabJSON and XML schema configuration in the Integration Request Tab
ClickPoint Integration Response Settings TabIntegration Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
ClickPoint Integration - Retry Settings TabUse the Integration Retry Settings to tell the system to retry delivery for failed delivery attempts.
ClickPoint Integration - Portal Permissions TabClient Portal user integration settings for IVR calls, File Attachments, and Analytic Data.
ClickPoint Integration - Integration Options TabClickPoint's integration with LeadExec allows you to receive updates back from ClickPoint when actions or update take place.
ClickPoint Integration - Delivery Schedule TabUse the Integration Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.
ClickPoint Integration - Notifications TabUse the Integration Notifications Tab to create notifications for failed integration deliveries to the client.