Lead Integration Overview
Contact data from your website can be easily redirected to your Cimmaron Mortgage Manager database. This is done through a Cimmaron web service available automatically when a data map is created in your database. Secured access to the data map is handled by making a call in your web form’s post method to a web service catch page URL tied to the name of your installation and Data Map.
Once you have a data map ready, you can send data from your website using a post in your web form with the following syntax:
For example if you wanted to use a data map in your system named: ContactUs.Datamap and your installation name is: CapstoneLoans1021, your catch page URL would be:
URL Redirection – You can optionally provide a redirection URL that will be used to redirect the user after the web service completes. This is often a “Thank You” web page on your website, informing the user that their request has been saved and providing a link back to the corporate home page. This URL can be sent in your post to the web service by including a hidden field in your web form named: Redirect
HTML Example:
<input type = "hidden" name = "Redirect" id=”Redirect” value = "http://www.capstone.com/thankyou.html”>
Much of the lead import process is defined within the data map, which allows you to map your web form field names to your Cimmaron database and can also be used to distribute leads, kick off drip campaigns, and notify your loan officers about the new lead. Watch the Data Import Wizard video to see how to create and maintain a Data Map. Written documentation is also available on our support forum. There is a one-time fee for live lead integration and our Professional Services department is available to help successfully guide you through the process or complete the project from beginning to end depending on your needs.