LeadExec

ClickPoint Integration Delivery Method Configuration

In the ClickPoint Integration URL Endpoint tab, you will set where the leads post and what content is being sent.

Use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the ClickPoint Authentication Tab.

Integration field mappings allow you to configure the field names the receiving system expects to what you have set on your lead type.

JSON and XML schema configuration in the Integration Request Tab

Integration Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.

Use the Integration Retry Settings to tell the system to retry delivery for failed delivery attempts.

Client Portal user integration settings for IVR calls, File Attachments, and Analytic Data.

ClickPoint's integration with LeadExec allows you to receive updates back from ClickPoint when actions or update take place.

Use the Integration Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.

Use the Integration Notifications Tab to create notifications for failed integration deliveries to the client.

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