...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.
txtLeadDescSample Sales LeadMandatory Field
Lead Description
txtCLPLeadID39948Mandatory Field
SalesOptima Lead Identifier
txtLeadStatusWinLead Status
txtLeadLocationOfficeCorporate HeadquartersLead Location Office
txtLeadImportOfficeBranch 1Lead Import Office
txtLeaddtStart01/01/2009Lead Start Date
txtLeaddtEnd01/15/2009Lead End Date
txtLeaddtCustom101/07/2009Custom Lead Date 1
txtLeaddtCustom203/01/2009Custom Lead Date 2
txtLeaddtCustom306/01/2009Custom Lead Date 3
txtLeadCustom1Custom Text Field 1
txtLeadCustom2Custom Text Field 2
txtLeadCustom3Custom Text Field 3
txtLeadCustom4Custom Text Field 4
txtLeadCustom5Custom Text Field 5
txtLeadCustom6Custom Text Field 6
txtLeadNetRevenue$10,000Lead Net Revenue
txtLeadGrossRevenue$20,000Lead Gross Revenue
txtLeadCustomMoney1Custom Money Field 1
txtLeadCustomMoney2Custom Money Field 2
txtLeadCustomMoney3Custom Money Field 3
txtLeadCustomMoney4Custom Money Field 4
txtLeaddtRevenue02/10/2009Lead Revenue Date
txtLeadWinProbability75%Lead Win Probability
txtLeadCheck1TRUECustom Checkbox 1
True/False or 1/0
txtLeadCheck2FALSECustom Checkbox 2
True/False or 1/0
txtLeadCheck3FALSECustom Checkbox 3
True/False or 1/0
txtLeadCheck4TRUECustom Checkbox 4
True/False or 1/0
txtLeadCheck5FALSECustom Checkbox 5
True/False or 1/0
txtLeadCheck6TRUECustom Checkbox 6
True/False or 1/0
The following Note field will be appended to the Scope field.
txtLeadScopeTitleAdditional Scope Info:Prefix to Scope
txtLeadScopeSample ScopeScope
The following multiple fields will be compiled into a single Scope field entry. Each title/note combination must have a number associated with it between 1 and 10.
txtLeadMultiScope1TitleFirst MilestoneQuestion/Comment attached to txtLeadMultiScope1
usually a hidden field
txtLeadMultiScope1Delivered by Frank SmithUser Feedback to the Question/Comment above.
txtLeadMultiScope2TitleProject RequirementsQuestion/Comment attached to txtLeadMultiScope2
usually a hidden field
txtLeadMultiScope2Contract signed. Awaiting payment.User Feedback to the Question/Comment above.
txtLeadMultiScope3TitleHow did you hear about us?Question/Comment attached to txtLeadMultiScope3
usually a hidden field
txtLeadMultiScope3InternetUser Feedback to the Question/Comment above.
The following Note field will be appended to the Comments field.
txtLeadCommentsTitleAdditional Information:Prefix to Comments
txtLeadCommentsSample CommentsComments
The following multiple fields will be compiled into a single Comments field entry. Each title/note combination must have a number associated with it between 1 and 10.
txtLeadMultiComments1TitleFirst MilestoneQuestion/Comment attached to txtLeadMultiComments1
usually a hidden field
txtLeadMultiComments1Delivered by Frank SmithUser Feedback to the Question/Comment above.
txtLeadMultiComments2TitleProject RequirementsQuestion/Comment attached to txtLeadMultiComments2
usually a hidden field
txtLeadMultiComments2Contract signed. Awaiting payment.User Feedback to the Question/Comment above.
txtLeadMultiComments3TitleHow did you hear about us?Question/Comment attached to txtLeadMultiComments3
usually a hidden field
txtLeadMultiComments3InternetUser Feedback to the Question/Comment above.
The following 9 classification fields correspond to the 9 available customizable dropdowns.
see Lead Module settings for your company's code mapping
txtLeadClass15695Classification 1 Dropdown (must be a valid Lead Class1 code)
txtLeadClass28569Classification 2 Dropdown (must be a valid Lead Class2 code)
txtLeadClass33214Classification 3 Dropdown (must be a valid Lead Class3 code)
txtLeadClass48965Classification 4 Dropdown (must be a valid Lead Class4 code)
txtLeadClass56547Classification 5 Dropdown (must be a valid Lead Class5 code)
txtLeadClass68547Classification 6 Dropdown (must be a valid Lead Class6 code)
txtLeadClass74521Classification 7 Dropdown (must be a valid Lead Class7 code)
txtLeadClass83290Classification 8 Dropdown (must be a valid Lead Class8 code)
txtLeadClass94567Classification 9 Dropdown (must be a valid Lead Class9 code)
The following fields (1-10) will create a new Invoice attached to the Lead handled by this post.
txtLeadInvDesc140 iPadsInvoice short description
txtLeadInvDate12/14/2013Invoice date (m/d/yyyy)
txtLeadInvAmount1$26,360Invoice amount (currency)
txtLeadInvDetail1This order is the first of five and was placed by Robert Smith.Invoice detail description
txtLeadInvDesc220 iPhonesInvoice short description
txtLeadInvDate24/5/2013Invoice date (m/d/yyyy)
txtLeadInvAmount24000Invoice amount (currency)
txtLeadInvDetail2This order is the 2nd of five and was placed by Robert Smith.Invoice detail description
txtLeadInvDesc3Training SessionInvoice short description
txtLeadInvDate36/15/2013Invoice date (m/d/yyyy)
txtLeadInvAmount3$199Invoice amount (currency)
txtLeadInvDetail3Training performed by Lori.Invoice detail description
The following field can be used to Start a Lead Automation Process.
txtLeadProcID49995Automation Process Identifier (contact support for help with finding this number)
 
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