...continued from Web Form Post API

Note: This addendum describes the mappings used to create/edit a SalesOptima Company object when a NEW CONTACT IS CREATED using the Web Form Post API. If you do not have the Company Module installed, these settings do not apply to you.

This application programming interface describes the html markup for a valid form post transmission to the SalesOptima system. You must have a valid account in good standing to use this API.

Caution: Do not attempt to use this API if you are not familiar with HTML and have not been properly training by a SalesOptima representative. If you misuse this API, your account may be locked and fees may apply.

Related Resources: How do I create a contact record? | How do I create a lead record?

Note: The Request ID below refers to the variables within the post that the API expects and will process accordingly.

Request ID Example Company Field/Mapping Notes
Important: The following fields are mandatory and should be added to your page as hidden fields
txtCompanySettings 1
Mandatory Hidden Field
0=Assign as personal contact (Default Action)
 Creates the contact as a personal contact
1=Duplicate Check
  Performs a duplicate check using the txtCompanyName field.
a) If a duplicate company is detected, the contact will be assigned to the duplicate company.
(Note: see txtCoOverWrite for rules on how data will be populated in duplicate company.)
b) If no duplicate company is found, a new company will be created.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)
2=Always Create New Company
  Creates a new company using txtCompanyName.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)
txtContactOverWrite 1
Mandatory Hidden Field
0=Only Overwrite if blank (Default Action)
 All data fields present in post will populate their respective company fields within SalesOptima only if the field is blank or empty.
1=Always Overwrite
 All data fields present in post will populate their respective company fields within SalesOptima.
2=Ignore
 All data fields present in post will be ignored.
All of the following fields are optional.
txtCompanyNameSample CorpMandatory Field
Company Name
txtCoAdd1123 Sample DriveAddress 1 (will use txtAdd1 if this field doesn't exist)
txtCoAdd2Suite 1500Address 2 (will use txtAdd2 if this field doesn't exist)
txtCoAdd3Attention: JoeAddress 3 (will use txtAdd3 if this field doesn't exist)
txtCoCitySamplesVilleCity (will use txtCity if this field doesn't exist)
txtCoStateILState (will use txtState if this field doesn't exist)
txtCoZip62154Zip (will use txtZip if this field doesn't exist)
txtCoCountryUSACountry (will use txtCountry if this field doesn't exist)
txtCoCustom11000+ employeesCustom Text Field 1
txtCoCustom2$4.7 Billion valuationCustom Text Field 2
txtCoCustom3Alternate address 1Custom Text Field 3
txtCoCustom4SamplevilleCustom Text Field 4
txtCoCustom5ILCustom Text Field 5
txtCoCustom664125-5433Custom Text Field 6
txtCoCustom7USACustom Text Field 7
txtCoCustom82 bedroomCustom Text Field 8
txtCoCustom92 bathroomCustom Text Field 9
txtCoCheck1TRUECustom Checkbox 1
True/False or 1/0
txtCoCheck2FALSECustom Checkbox 2
True/False or 1/0
txtCoCheck3FALSECustom Checkbox 3
True/False or 1/0
txtCoCheck4FALSECustom Checkbox 4
True/False or 1/0
txtCoPhone1235551212Phone  (will use txtPhone if this field doesn't exist)
txtCoFax1235551216Fax  (will use txtFax if this field doesn't exist)
txtCoWebSitewww.samplecorp.comWebSite  (will use txtWebsite if this field doesn't exist)
txtCoCommentsTitleAdditional Information:Prefix to Comments
txtCoCommentsI love turtles.Comments
The following classification fields correspond to the available customizable dropdowns (maximum of 8).
see Company Module settings for your company's code mapping
txtCoClass15695Classification 1 Dropdown (must be a valid Class1 code)
txtCoClass28569Classification 2 Dropdown (must be a valid Class2 code)
txtCoClass33214Classification 3 Dropdown (must be a valid Class3 code)
txtCoClass48965Classification 4 Dropdown (must be a valid Class4 code)
txtCoClass56547Classification 5 Dropdown (must be a valid Class5 code)
txtCoClass68547Classification 6 Dropdown (must be a valid Class6 code)
txtCoClass78547Classification 7 Dropdown (must be a valid Class7 code)
txtCoClass88547Classification 8 Dropdown (must be a valid Class8 code)
 
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