Auto-Import Process for Lead Aggregators

1Stop seamlessly imports Leads from any Lead Aggregator. Follow these steps to onboard a new Lead Aggregator:

1. Request Webhook URL: Submit a customer support ticket to 1Stop requesting a Webhook URL for the Lead Aggregator. Please allow 24-48 hours for creation.

Info

1. A custom Webhook URL is unique to each Lead Aggregator and includes the Aggregator's name and a zapikey.
   
2. Example: https://1stop.zohoplatform.com/crm/v2/functions/[Name of Lead Aggregator]/actions/execute?auth_type=apikey&zapikey=10034096010.15b69f67f8c407e5ab0d68c9d19bb9d5.4d3233a635126ce9d47600d3573320f3 
   

2. Forward Webhook URL and Request Test: Once you receive the Webhook URL, forward it to the Lead Aggregator. Request that they send a test lead in JSON format through the provided URL. Ensure the test lead includes data for the Product/Service field, as this is required by 1Stop.

Example of JSON Data

{
"first_name": "Art",
"last_name": "Vandelay",
"phone_number": "3139470893",
"email": "art@vandelayindustries.com",
"address_line1": "111 31st St W",
"city": "Westminster",
"state": "CO",
"zip": "80023",
"lead_category":"Lead Aggregator",

"source":"[NameOfLeadAggregator]",
"service":"solar",

"lead_reference":"test lead reference",

"cost":"25",

}

{
"code": "success",
"details": {
"output": "",
"userMessage": [
"{\n\t\"first_name\": \"Art\",\n\t\"last_name\": \"Vandelay\",\n\t\"phone_number\": \"3139470893\",\n\t\"email\": \"art@vandelayindustries.com\",\n\t\"address_line1\": \"111 31st St W\",\n\t\"city\": \"Westminster\",\n\t\"state\": \"CO\",\n\t\"zip\": \"80023\",\n\t\"source\":\"NameOfLeadAggregator\",\n\t\"service\":\"solar\",\n\t\"lead_reference": \"test lead reference\",\n\t\"cost\":\"25\"\n}",

"{\"Modified_Time\":\"2024-06-25T12:31:41-04:00\",\"Modified_By\":{\"name\":\"Super Admin\",\"id\":\"4514938000000098001\"},\"Created_Time\":\"2024-06-25T12:31:41-04:00\",\"id\":\"4514938000078390208\",\"Created_By\":{\"name\":\"Super Admin\",\"id\":\"4514938000000098001\"}}"
],
"output_type": "string",
"id": "871688000001349001"
},
"message": "function executed successfully"

}

3. Notify 1Stop: After the Lead Aggregator completes the test, notify 1Stop.

4. 1Stop Finalization and Testing: 1Stop will finalize the integration and request a final test from the Lead Aggregator to ensure Leads import correctly. You will be notified when the integration is complete.

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