<aside> đŸ”¥ The lead posting method has been updated, please see the page below for the updated documentation.

OneLink Lead Posting

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Endpoint

[Post] https://onelink.intruity.com/scripts/leadimport.asp

Content-Type

application/x-www-form-urlencoded

Body Parameters

Required Fields

Name Description Type
Company_Login Your OneLink Company Login String (Up to 50 Characters)
Lead_Type_ID Lead Type ID from OneLink Integer
Source Source from OneLink, capitalization and spacing must be exact String (Up to 150 Characters)

Assigning Leads

The following is required when assigning leads

Name Description Type
Employee_ID The Associate ID number from OneLink if wanting these leads assigned to a specific associate Integer
Manager_ID The Manager_ID number from OneLink if wanting these leads assigned to a specific management team Integer

Lead Information Fields

Name Description Type
First_Name Lead’s First Name String (Up to 50 Characters)
Last_Name Lead’s Last Name String (Up to 50 Characters)
DOB Lead’s date of birth Date
Street1 Lead’s street address String (Up to 50 Characters)
Street2 Lead’s street address String (Up to 50 Characters)
City Lead’s home city String (Up to 50 Characters)
State Lead’s state State Abbreviation
Zipcode Lead’s zip code Integer (Needs to be 5 Numbers)
Day_Phone Day Phone number String (Up to 50 Characters)
Evening_Phone Evening Phone number String (Up to 50 Characters)
Email Lead’s e-mail String (Up to 50 Characters)
Source Source of the lead String (Up to 50 Characters)
Bankruptcy Had a bankruptcy No= 0 Yes= 1
Company Company Name String (Up to 40 Characters)
Contact_Time Lead’s availability String (Up to 50 Characters)
Credit Type of credit String (Up to 50 Characters)
Currently_Insured Current insurance status String (Up to 50 Characters)
Currently_Insured_By Name of current insurance String (Up to 50 Characters)
Household_Income Household Income Integer
IP_Address The originating IP address String (Up to 50 Characters)
Lead_Transferred Lead Transferred No= 0 Yes= 1
Residence_Status Status of residence String (Up to 50 Characters)
Rewrite Re-Write No= 0 Yes= 1
Services_To_Quote Services to Quote String (Up to 50 Characters)
Source_Lead_ID Lead ID number String (Up to 50 Characters)
Spanish_Only Only speaks Spanish No= 0 Yes= 1
Upsell_From Upsold from String (Up to 50 Characters)
Custom_Text_1 Custom Field String (Up to 100 Characters)
Custom_Text_2 Custom Field String (Up to 100 Characters)
Custom_Text_3 Custom Field String (Up to 100 Characters)
Custom_Text_4 Custom Field String (Up to 100 Characters)
Custom_Text_5 Custom Field String (Up to 100 Characters)
Custom_Text_6 Custom Field String (Up to 100 Characters)
Custom_Text_7 Custom Field String (Up to 100 Characters)
Custom_Text_8 Custom Field String (Up to 100 Characters)
Custom_Text_9 Custom Field String (Up to 100 Characters))
Custom_Text_10 Custom Field String (Up to 100 Characters)

Health, Medicare, and Life fields

General Information

Name Description Type
Conditions Health conditions String (Up to 100 Characters)
Life_Amount Amount of life insurance if applicable Integer
Life_Term Term of life insurance if applicable Integer
Life_Type Type of life insurance if applicable String (Up to 25 Characters)
Medications Medications String (Up to 100 Characters))