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Onboarding The Lead Lion
in VanillaSoft

These directions are for VanillaSoft Admins.

Important
If your VanillaSoft Admin/Manager does not have their VanillaSoft configured to receive The Lead Lion leads, please have them go through the step by step process below.

After completion your Admin/Manager will be able to provide you with your own VanillaSoft webhook.

Example: https://new.vanillasoft.net/web/post.aspx?id=12345

 

Step by Step Instructions

 

Step 1: Go to the project you wish to push The Lead Lion leads to

Step 2: Click “Integration”

Step 3: Click “Add Incoming Web Leads”

Step 4: Click “Active” checkbox

Step 5: Ensure “Route New Contacts as a First Priority” checkbox is checked-off.

Step 6: Fill out middle column (Web Form Field) of the Mapping as shown in picture EXACTLY.

Step 7: Enter in “The Lead Lion” into the (Default Value) column and the Lead Source row box

Step 8: Fill out the left column (VanillaSoft Field) of the Mapping with the name of
the field in your VanillaSoft. If you don’t find the field as shown in the picture, skip to the next section below named, “Creating a Custom Field in VanillaSoft”

 Step 9: Select Save

Step 10: Have the purchasing agent or manager supply The Lead Lion with the Webhook in the campaign creation form located in an agents The Lead Lion dashboard.

Step 11: After this onboarding process is complete you will not need to fill out the onobarding form again, unless your webhook and infomation changes.


You will receive an agent portal login via email and your own link will be included in your portal.

 

If there are any questions please email support@theleadlion.com

Creating a Custom Field
in VanillaSoft

These directions are for VanillaSoft Admins.

Important
If your VanillaSoft Admin/Manager does not have their VanillaSoft Custom Fields created to receive The Lead Lion leads, please have them go through the step by step process below.

Step by Step Instructions

Step 1: Go to the project you wish to push The Lead Lion leads to

 

Step 2: Click “Quick Setup”

 

Step 3: Click “Custom Fields”

 

Step 4: Click “Custom Fields” sub menu option

 

Step 5: Type the name of Custom Field that will be created

 

Step 6: Click “Save” 

Step 7: After the Custom Fields has been created, you can back to the above section titled “Onboarding The Lead Lion in VanillaSoft”