Predictive Dialer API Leadmailbox Integration

InterCloud9 supports web posting integration with Leadmailbox.  This is done through a "WEB GET" posting or Posting through the URL. 
 
Getting Started:  First you have to ask yourself what you are trying to accomplish.
 
Option 1:
Do I want to pop/open leads from the dialer that already exist in my CRM?  (Pop the lead open in the CRM so I can work on it)
 
Option 2:
Do I want to post/create a new lead from the dialer into my CRM?  (Dialing through unqualified data and posting "Good Leads" or qualified leads into the CRM)

----------------------------- Option 1: Pop Leads Already in your CRM ------------------------------------------

Opening an existing lead already in LMB, you will have needed to export the leads from Leadmailbox into the dialer and included the lead id field and mapped that field in the dialer when you uploaded your data.

POST URL: https://v2.leadmailbox.com/ui/lead/#{LeadID}

 ------------------------ Option 2: Posting Qualified Leads not already into Leadmailbox ----------------------------
 
In this example you have purchased "leads" or "data" from a third party or you may already have the data.  Typically UNQUALIFIED data meaning you have not spoken to the lead.  Now you want to dial through this data and identify/capture the "Good Leads" or Qualified prospects.  So you would load your data/leads into the dialer and when a "Good Lead" or "Qualified Prospect" is reached you would post this Lead into Leadmailbox from the dialer.  Once it is in Leadmailbox you can subject it to all of your marketing channels, work flows, etc.

Leadmailbox offers 2 types of post to its lead manager. Which option are you? Below are the different posting options:

Registered Telemarketer Post (Leadmailbox user with a log in)
https://v2.leadmailbox.com/ui/lead/?&firstname=#{First Name}&homephone=#{Phone}&lastname=#{Last Name}&email=#{Email}&mail_street=#{Address}&mail_city=#{City}&mail_state=#{State}&mail_zip=#{Zip}

Unanimous Telemarketer Post (Telemarketer with no Leadmailbox log in)
Step 1- Contact Leadmailbox and obtain your account number which will replace the red XXXXX in the URL example below.
Step 2- Copy the URL string example below replacing the red XXXXX with your account number. This will pass the information from the dialer to those corresponding field names in Leadmailbox. 
 
https://www.leadmailbox.com/tele.aspx?account=XXXXX&source=intercloud9&showcompany=y&firstname=#{First Name}&homephone=#{Phone}&lastname=#{Last Name}&email=#{Email}&mail_street=#{Address}&mail_city=#{City}&mail_state=#{State}&mail_zip=#{Zip}

https://www.leadmailbox.com/interface/postlead/?account=XXXXX&source=intercloud9&showcompany=y&homephone=#{Phone}&firstname=#{First Name}&lastname=#{Last Name}&email=#{Email}&mail_street=#{Address}&mail_city=#{City}&mail_state=#{State}&mail_zip=#{Zip}

NOTE:
  1. If you add fields into the dialer make sure to use the following format when adding the field to your URL posting string:  #{your interCloud9 field name}
  2. Your field names are case sensitive, so if you create a field name in the dialer called "Other" you can not use "other" in the string it must be as "Other"
 
Step 4- Navigate to the Admin Tab and click Edit properties for the user(s) you wish to have this ability.  Then add  this URL String to the "Post to URL" box and click Save.
 


 
Step 5- Now when you get a Qualified or Good Lead you can click the "Post to URL" icon on the Contact View and it will post/create a new lead in your CRM.


RESULT: This will create a button on each users Contact View tab called "Post to URL".  When a call is connected and you begin your conversation, hit the "Post to URL" icon and a new page will open in your browser with the lead information posted into Leadmailbox.  You will then be able to save and edit Lead information in Leadmailbox.

Please feel free to open a support ticket for help or questions with your CRM integration needs by clicking here

Below is a list of Leadmailbox field names
LastName
FirstName
Social
DOB
Age
Email
HomePhone
WorkPhone
CelPhone
FaxPhone
Employer
Empl_Len
Empl_Self Y/N
Income
Title
Co_LastName
Co_FirstName
Co_Social
Co_DOB
Co_Age
Co_Email
Co_HomePhone
Co_WorkPhone
Co_CelPhone
Co_Employer
Co_Empl_Len
Co_Empl_Self Y/N
Co_Income
Co_Title
Mail_Street
Mail_City
Mail_State
Mail_Zip
Prop_Street
Prop_City
Prop_State
Prop_Zip
Prop_County
Company Business accounts only
Homeowner Y/N
Bankruptcy Y/N
Foreclosure Y/N
Best_Time
Credit_Rating
Liquid_Cash
Gross_Income
Gross_Balances
Gross_Payments
Housing_Ratio
Debt_Ratio
Prop_Type
Prop_Acquired
Prop_Purchase
Prop_Value
Prop_LTV
Loan1_Lender
Loan1_Balance
Loan1_Payment
Loan1_Type
Loan1_Rate
Loan1_Term
Loan2_Lender
Loan2_Balance
Loan2_Payment
Loan2_Type
Loan2_Rate
Loan2_Term
Loan_Request
Loan_Type
Loan_Amount
Loan_Rate
Loan_Term
Loan_Cash
Loan_Down
Tracking Your internal reference ID
Filter_ID
Notes

// tracking custom fields 
User_Text1
User_Text2
User_Text3
User_Text4
User_Text5
User_Text6
User_Text7
User_Text8
User_Float1
User_Float2

// vertical custom fields
Industry_Text1
Industry_Text2
Industry_Text3
Industry_Text4
Industry_Text5
Industry_Text6
Industry_Text7
Industry_Text8
Industry_Text9
Industry_Float1
Industry_Float2
Industry_Float3


  • leadmailbox, crm
  • 11 Users Found This Useful
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