Using HTTP Post to Send Data to LeadMaster Custom Forms

There are two ways to post data to LeadMaster custom forms:

  1. HTTP post using your language of choice (Javascsript, VBscript, Java etc).  You’ll need to be registered with a user ID & Password as ‘Lead Provider’ to post data to LeadMaster.  Please note: this is not the same user ID & Password that you use to access LeadMaster, this user ID is only for posting data.  You’ll find a detailed explanation by following this link: http://www.leadmaster.com/LeadMaster-Library/Marketing-Literature/LeadMaster – Lead Provider Integration.pdf
  2. HTTP post from a web form / landing page where you’ll use the ‘Map Web Forms to Custom Forms’ tool in the Administration section of LeadMaster.  Please note: you will need the appropriate privileges to access the ‘Map Web Forms to Custom Forms’ tool.  You’ll find a step-by-step guide by following this link: http://www.leadmaster.com/LeadMaster-CRM-Solutions/LeadMaster-CRM/CRM-Features-LeadMaster/CRM-Landing-Page-Integration.asp

This document explains #1 above.   Since many people receive leads via email and want to post the contents in both the database and a custom form, this document explains how to parse an email and post it to both the database fields and custom form fields.  The concept is the same both with and without the email parse, the only difference is when simply posting you don’t have to extract the data from the email first.

Below is the email we’ll parse to get the data. It’s important to note that for an email to be correctly parsed consistently, it must be received in the same format each time.

Parse Email

Step 1 – Create a custom form with the fields you want to post the data to.  In this case, the demographic fields from the email (Company, First Name, Last Name, Title, Phone etc.) are posting to the demographic fields in LeadMaster and all the rest are posting to the custom form (Segment, Revenue, Applications, Integration etc.)

Custom Form

Step 2 – Create an email parse.  LeadMaster provides mapping for all the standard fields.  Those fields are identified with the prefix ‘lp_’.  You can find additional information about this in the ‘LeadMaster / Lead Provider Integration’ documentation.

http://www.leadmaster.com/LeadMaster-Library/Marketing-Literature/LeadMaster – Lead Provider Integration.pdf

To make it easier to identify the difference between the standard fields and the custom form fields, the custom form fields have the prefix ‘ab_’.

Field Extraction

Step 3 – Once all the fields have been extracted from the email, the data needs to be sent to LeadMaster.  In this example, the data is being sent via HTTP Post.

HTTP Post

HTTP Post

Step 4 – All that remains is to map the data that is being sent via HTTP post to the custom form.  To do this you’ll need to be set up as a ‘Lead Provider’ and have the appropriate access privileges.

Simply type in the lead provider fields exactly as they were entered in the HTTP post.

Update Lead Provider

You’ll notice that only the custom form fields (those starting with ‘ab_’) are mapped.  That’s because the standard fields go directly into the database.

 

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