Whenever you create a new marketing source, there is an optional field for "Endpoints" at the bottom of the panel.
What Are Endpoints?
Endpoints are used to send PSAI lead information into an existing CRM.
By entering an endpoint into this field, your PSAI lead information will be automatically sent to the URL (or "endpoint") that you have specified. For example, a lead submission from a storm campaign would be automatically routed into your specified endpoint as well as your PSAI Com Portal.
In simple terms, an endpoint is just a URL—for example: [websitedomain]/ws/external/papps-lead/
Do I Need to Add an Endpoint?
No, the endpoint field is optional as not all companies use a CRM and not all companies that use a CRM want to connect PSAI leads to it. It's completely up to you.
If you do not use an external CRM or do not want to tie PSAI leads to that CRM for whatever reason, then you can leave this field blank and simply click "Save" to finish creating your marketing source.
You can always edit your marketing source settings to add an endpoint later, should your company decide to integrate a CRM in the future.
How Do I Find the Right Endpoint to Add?
If you do want to have PSAI information sent to your CRM, you'll need to determine where you want the lead information to go within your CRM and then locate or configure the correct endpoint URL. If your CRM doesn't have an established endpoint that they use for customers, then one may need to be created for you.
This process varies based on each individual CRM provider, so we recommend speaking with your CRM's Support team for accurate guidance.
We'd be happy to assist you as much as possible. If you have questions about using endpoints, please contact PSAI Support. Use this link to submit a Support ticket, or open the Help widget in the bottom right-hand corner of the screen.