How to Import Leads into Your CRM Automatically

LeadMatchTM Integration Guide

Automatically importing leads into your CRM enables you to communicate with your prospects in a timely and efficient manner. Using one of our integration methods, you can easily import LeadMatch leads into your own system.

Choosing an Integration Method

There are two main ways to automatically import leads into your CRM:

1. HTTP Post: This is a real-time method which instantly sends leads to your CRM when they request information from your school. We can send you these leads via a Webhook URL or your API. If you’d like to receive a test lead, you can set up a Webhook here and contact us: https://webhook.site/

2. Flat file import: This is a batch upload process. Based on your preference, you would receive an excel or XML file on a daily or weekly basis, which can then be imported into your CRM. This upload process can be automatic through use of FTP.

Configuring Fields to Import

Once you have chosen an integration method, you will want to configure the fields to import. These are the fields that can currently be imported:

Field Name
(Max Characters)

Label / Description 

Possible Values

Example

FirstName (50)

First name

 

John

LastName (50)

Last name

 

Doe

Email (100)

Email

 

johndoe@email.com

Salutation (10)

Salutation

 

Mr.

Gender (1)

Gender

M (Male)

F (Female)

O (Other)

P (Prefer not to say)

P

Phone (20)

Contact Number

 

111-222-9028

PhoneType (10)

Type of phone

Cell

General

Home

Work

Home

Address1 (128)

Address Line 1

 

 123 John St

Address2 (128)

Address Line 2

 

 

Address3 (128)

Address Line 3

 

 

City (50)

City Name

Calgary, New York, Mumbai…

Toronto

Province (2)

2 Digit Province/State Code

ON, NY, QC…

ON

Country (2)

2-Digit Country Code

CA, US, IN…

 

PostalZipCode (20)

Postal Code (Alpha/numeric)

A1A B2B, 112345…

A1A B2B

Program1 (100)

The program from your school to which the student is matched (up to 5)

 

Bachelor of Arts

Program2 (100)

The program from your school to which the student is matched (up to 5)

 

Bachelor of Psychology

Program3 (100)

The program from your school to which the student is matched (up to 5)

 

 

Program4 (100)

The program from your school to which the student is matched (up to 5)

 

 

Program5 (100)

The program from your school to which the student is matched (up to 5)

 

 

AcademicAverage (4)

The student’s academic average

Range 1-100

83

DOB

Date of birth

Valid date of birth (mm/dd/yyyy)

01/23/2001

LeadMatchComment (N/A)

The student’s comment from the request information form 

 

 

InterestedIn

Level of education the student’s interested in pursuing

Undergraduate Studies, Graduate Studies, Continuing Education, High School, Language School, Not interested in school right now, Online/Distance Education

Undergraduate Studies

TermID

The intended start term indicated by the student

202109, 202201, 202305…

202209

LevelOfInterest (15)

The student’s level of interest in your school, calculated by checking how many total schools they have requested information from  

Low (More than 11 schools)

Moderate (2-5 schools)

High (2-5 schools)

Very High (1 school)

High

For further information, contact us at info@schoolfindergroup.com

Current Integrations

These are some of the clients and systems we’re currently integrating with:

Interested in integrating LeadMatch leads into your CRM?

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