Web Form Lead Settings API

...continued from Web Form Post API

Note: This addendum describes the mappings used to create/edit a SalesOptima Lead object when a NEW CONTACT IS CREATED using the Web Form Post API.

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 company record?

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

Request ID	Example	Lead Field/Mapping Notes
Important: The following fields are mandatory and should be added to your page as hidden fields
txtLeadSettings	1	Mandatory Hidden Field 0=Duplicate Check (Default Action)   Performs a duplicate check using the txtLeadDesc field. a) If a duplicate lead is detected, the contact will be assigned to the duplicate lead. (Note: see txtLeadOverWrite for rules on how data will be populated in duplicate lead.) b) If no duplicate lead is found, a new lead will be created. (Note: see txtLeadOverWrite for rules on how data will be populated in new lead.) 1=Always Create New Lead   Creates a new lead using txtLeadDesc. (Note: see txtLeadOverWrite for rules on how data will be populated in new lead.)
txtLeadOverWrite	1	Mandatory Hidden Field 0=Only Overwrite if blank (Default Action)   All data fields present in post will populate their respective lead fields within SalesOptima only if the field is blank or empty. 1=Always Overwrite   All data fields present in post will populate their respective lead fields within SalesOptima. 2=Ignore   All data fields present in post will be ignored.
txtForceLeadOwner	VR90000	Optional Hidden Field Enter the SalesOptima user code of the user you wish to be the owner of the lead. This is required only if you wish for the lead owner to be someone different than the contact owner The SalesOptima user codes can be found at the Users Setup page found HERE.
All of the following fields are optional.
txtLeadDesc	Sample Sales Lead	Mandatory Field Lead Description
txtLeadStatus	Win	Lead Status
txtLeadLocationOffice	Corporate Headquarters	Lead Location Office
txtLeadImportOffice	Branch 1	Lead Import Office
txtLeaddtStart	01/01/2009	Lead Start Date
txtLeaddtEnd	01/15/2009	Lead End Date
txtLeaddtCustom1	01/07/2009	Custom Lead Date 1
txtLeaddtCustom2	03/01/2009	Custom Lead Date 2
txtLeaddtCustom3	06/01/2009	Custom Lead Date 3
txtLeadCustom1		Custom Text Field 1
txtLeadCustom2		Custom Text Field 2
txtLeadCustom3		Custom Text Field 3
txtLeadCustom4		Custom Text Field 4
txtLeadCustom5		Custom Text Field 5
txtLeadCustom6		Custom Text Field 6
txtLeadNetRevenue	$10,000	Lead Net Revenue
txtLeadGrossRevenue	$20,000	Lead Gross Revenue
txtLeadCustomMoney1		Custom Money Field 1
txtLeadCustomMoney2		Custom Money Field 2
txtLeadCustomMoney3		Custom Money Field 3
txtLeadCustomMoney4		Custom Money Field 4
txtLeaddtRevenue	02/10/2009	Lead Revenue Date
txtLeadWinProbability	75%	Lead Win Probability
txtLeadCheck1	TRUE	Custom Checkbox 1 True/False or 1/0
txtLeadCheck2	FALSE	Custom Checkbox 2 True/False or 1/0
txtLeadCheck3	FALSE	Custom Checkbox 3 True/False or 1/0
txtLeadCheck4	TRUE	Custom Checkbox 4 True/False or 1/0
txtLeadCheck5	FALSE	Custom Checkbox 5 True/False or 1/0
txtLeadCheck6	TRUE	Custom Checkbox 6 True/False or 1/0
The following Note field will be appended to the Comments field.
txtLeadCommentsTitle	Additional Information:	Prefix to Comments
txtLeadComments	Sample Comments	Comments
The following Note field will be appended to the Scope field.
txtLeadScopeTitle	Additional Scope Info:	Prefix to Scope
txtLeadScope	Sample Scope	Scope
The following 9 classification fields correspond to the 9 available customizable dropdowns. see Lead Module settings for your company's code mapping
txtLeadClass1	5695	Classification 1 Dropdown (must be a valid Lead Class1 code)
txtLeadClass2	8569	Classification 2 Dropdown (must be a valid Lead Class2 code)
txtLeadClass3	3214	Classification 3 Dropdown (must be a valid Lead Class3 code)
txtLeadClass4	8965	Classification 4 Dropdown (must be a valid Lead Class4 code)
txtLeadClass5	6547	Classification 5 Dropdown (must be a valid Lead Class5 code)
txtLeadClass6	8547	Classification 6 Dropdown (must be a valid Lead Class6 code)
txtLeadClass7	4521	Classification 7 Dropdown (must be a valid Lead Class7 code)
txtLeadClass8	3290	Classification 8 Dropdown (must be a valid Lead Class8 code)
txtLeadClass9	4567	Classification 9 Dropdown (must be a valid Lead Class9 code)