LeadExec

SalesExec Integration Delivery Method Configuration

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

SalesExec Integration URL Endpoint Tab

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

SalesExec Authentication Tab

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

SalesExec Integration Field Mappings

SalesExec Integration Request Tab

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

SalesExec Integration Response Settings Tab

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

SalesExec Integration - Retry Settings Tab

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

SalesExec Integration - Portal Permissions Tab

The LeadExec integration with SalesExec allows you to receive updates back from SalesExec when actions or updates take place.

SalesExec Integration - Integration Options Tab

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

SalesExec Integration - Delivery Schedule Tab

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

SalesExec Integration - Notifications Tab

Chris Arenas

Instructions on how to configure SalesExec Integration Delivery Methods

SalesExec Integration

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