How to Import Leads into Your CRM Automatically
LeadPostTM 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 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 | Label / Description | Possible Values | Example |
| FirstName | First name | John | |
| LastName | Last name | Doe | |
| johndoe@email.com | |||
| Salutation | Salutation | Mr. | |
| Gender | Gender | M (Male) F (Female) O (Other) P (Prefer not to say) | P |
| Phone | Contact Number | 111-222-9028 | |
| PhoneType | Type of phone | Cell General Home Work | Home |
| Address1 | Address Line 1 | 123 John St | |
| Address2 | Address Line 2 | ||
| Address3 | Address Line 3 | ||
| City | City Name | Calgary, New York, Mumbai… | Toronto |
| Province | 2 Digit Province/State Code | ON, NY, QC… | ON |
| Country | 2-Digit Country Code | CA, US, IN… | US |
| Country of Citizenship | 2-Digit Country Code | CA, US, IN… | IN |
| PostalZipCode | Postal Code (Alpha/numeric) | A1A B2B, 112345… | A1A B2B |
| Program | The program from your school to which the student is matched | Bachelor of Arts | |
| HighSchool | High school attended by the student | Central Technical School | |
| AcademicAverage | The student’s academic average | Range 1-100 | 83 |
| DOB | Date of birth | Valid date of birth (mm/dd/yyyy) | 01/23/2001 |
| LeadMatchComment | 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 | 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:
