SalesExec Integration
Instructions on how to configure SalesExec Integration Delivery Methods
By Chris1 author11 articles
- SalesExec Integration Delivery Method ConfigurationBidirectional delivery to SalesExec.
- SalesExec Integration URL Endpoint TabIn the SalesExec Integration URL Endpoint tab, you will set where the leads post and what content is being sent.
- SalesExec Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the SalesExec Authentication Tab.
- SalesExec Integration Field MappingsIntegration field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
- SalesExec Integration Request Tab
- SalesExec Integration Response Settings TabIntegration Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
- SalesExec Integration - Retry Settings TabUse the Integration Retry Settings to tell the system to retry delivery for failed delivery attempts.
- SalesExec Integration - Portal Permissions TabClient Portal user integration settings for IVR calls, File Attachments, and Analytic Data.
- SalesExec Integration - Integration Options TabThe LeadExec integration with SalesExec allows you to receive updates back from SalesExec when actions or updates take place.
- SalesExec Integration - Delivery Schedule TabUse the Integration Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.
- SalesExec Integration - Notifications TabUse the Integration Notifications Tab to create notifications for failed integration deliveries to the client.