Written by mikepalma This is one of couple of ways you can create opportunity (lead) in your IF3 and tag campaign dynamically using submitted campaign name information in payload.
You can use this inline with lead sources platform that sends out campaign information like LeadSherpa, Xencall, Batchleads and etc. If you want to create opportunity to specific campaign only, please our article.
Pre-requisite
- Campaign name should exist both on Lead Source and IF3
- Knowledge in HTTP POST request using JSON format of payload through HTTP Client ei. Zapier Webhook, NodeJS, Postman, PHP CURL, etc.
Step 1: Obtaining Inbound Webhook
- Select a Team you want to view
- Click ⚙️ the cogwheel icon on the left menu
- Select Team Settings from the drop down
- Go to the Webhooks subcategory
- See Inbound Webhook (Webform) and copy the endpoint
Step 2: Knowing Opportunity JSON Payload
Please see the JSON Payload template below that accepts by the endpoint above (Inbound Webhook (Webform)), once data is sent it will trigger lead opportunity creation.
{
"seller_email": "",
"seller_phone": "3123121234",
"seller_first_name": "IF",
"seller_last_name": "Support",
"street_address": "123 Main Street",
"city": "Naples",
"state": "FL",
"zip_code": "76131",
"motivation": "Cold",
"campaign_name": "Campaign B",
"opportunity_details": {
"property_type": "Single Family Home",
"is_listed": false,
"price_listed": "",
"num_bedrooms": 2,
"num_bathrooms": 1,
"size_square_feet": 1234,
"lot_size": "",
"basement_type": "",
"occupancy": "Owner",
"year_built": "",
"estimate_repairs_needed": "",
"price_current_rent": "",
"going_rental_rate": "",
"price_mortgage": "",
"price_monthly_payment": "",
"price_market_value": "",
"price_taxes": "",
"price_asking": "500000",
"reason_for_selling": "",
"time_to_sell": "90 Days",
"notes": "seller was getting a lot of offers and will be waiting for a call soon regarding the land\nCondition: land\nOccupancy: Owner Occupied\nTime to sell: 90 Days"
}
}The important parameter here is the “campaign_name” which is needed in order to find existing campaign in IF3 and link it. If no campaign found, then no campaign will be tagged on created opportunity.
Campaign should exist in IF3 so value you will put in under “campaign_name” will be tagged automatically, see our article on how to create a campaign. Also, the campaign name is case-sensitive.
