LeadExec

Inital steps for creating an outbound Ping Post delivery method

Ping-Post Delivery Method

Set up the destination and format for complete lead data delivery

Ping Post URL Endpoint Tab

Use Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the Ping-Post Authentication Tabs.

Ping-Post Authentication Tabs

The Ping-Post field mappings tabs allow you to configure the field names the receiving system expects to the fields set on your lead type.

Ping-Post Field Mappings

Learn more about the proper JSON and XML schema configuration in the Ping and Post Request Body Tabs.

Ping-Post Request Body Tab

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

Ping Post Response Settings Tab

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

Ping Post Retry Settings Tab

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

Ping Post Portal Permissions Tab

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

Ping Post Delivery Schedule Tab

Use the Ping Post Notifications Tab to create notifications for you or another team member for failed ping-post deliveries to the client.

Ping Post Notifications Tab

Learn how to configure ping post delivery methods in LeadExec

Setting Up a Ping Post Lead Delivery in LeadExec

Chris Arenas

Elsa de la Garza

Instructions on how to configure Ping-Post Delivery Methods

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