Other Fields
- project: value is the name of a new or existing project. If not defined then the default project for the account will be used.
- profile_id: value is the profile ID of an existing contact. Optional forms are contact_id or person_id however all reference a contact’s profile ID so the new form is much preferred. If this value is passed, then the associated contact will be updated.
Whenever multi-page feedback is employed, the second and later pages have profile_id=#### added to their URL. In this manner, original contact information from the first page can be added to or amended by later pages. - process_type_name: value is the name of the type of process to be used for the new lead. Optional form is sales_process. Use the sales_process form for now.
If the contact already exists and an existing process of this type is found for the contact, it will be updated. If no process is defined, then the account’s default process is used. - process_name: value is the name for the process. If not specified, the process_type_name will be used.
- assignee_name: value is the name of the user that the process will be assigned to. This feature is not yet available.
- stage_name: value is the name of the stage to place the lead. If not specified, the first stage within the process will be used.
- step_name: value is the name of the step to place the lead. If not specified, the first step within the stage will be used.
- closing_value: value is the amount that closing the business process will benefit the company. Generally, the amount is a dollar figure but this could be used to track beans or widgets. This value should only include digits and optional commas or a decimal place. All non-numeric characters will be stripped out at the time of capture. Multiple decimal places will not cause the capture to fail but will result in this field not being capture.
- process_mappedid: TBD
- process_mapping: TBD
- tags: value is a comma-separated list of tags to add to the lead.
- untags: value is a comma-separated list of tags to remove from the lead. This feature is not yet available.
- template: The name of the template under which the feedback will be grouped. If the template exists, then the content of the form must match its contents. If the template does not exist, one will be auto-generated.
- profile_mappedid: TBD
- profile_mapping: TBD
- roleName: TBD
- password: TBD
- project_mappedid: TBD
- project_mapping: TBD
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Other Fields