Email to eLead

The improveit! 360 email to eLead feature makes it easy for developers to send leads into any improveit! 360 system by simply sending a specifically formatted email to a specific email address. The received email is processed by our system and entered as an ‘eLead’. eLeads are then intelligently and automatically processed by the system to prevent duplicate data and send a notification email out.

Where do I send the email?

Every improveit! 360 system has a unique email address to send leads to.

To find your unique email address:

  1. Login as the Administrator
  2. Go to Setup | Develop | Email Services
  3. Click on the Email Service Name (not the Apex Class) to the left of "ELeadImportEmailService"
    • If it is not listed, it has probably not been set up. Follow the set up directions below.
  4. Use the Email Address near the bottom of the page to send eLeads to

To set up your unique email address:

  1. Login as the Administrator
  2. Go to Setup | Develop | Email Services
  3. Click New Email Service
  4. Fill in the fields as follows:
    • In Email Service Name type 'ELeadImport'
    • In Apex Class type 'ELeadImportEmailService'
    • Set Accept Attachments to 'All'
    • Make sure Accept Email From is blank (so that all emails are accepted)
    • Check the 'Active' box
    • Check 'Enable Error Routing' and enter an email address to send errors to.
  5. Click Save and New Email Address
  6. Fill in the fields as follows:
    • In Email Address type 'EleadImport'
    • Clear out anything in Accept Email From (so that all emails are accepted)
  7. Click Save
  8. Use the Email Address near the bottom of the page to send eLeads to

What should the email look like?

The email should be formatted as plain text (not HTML!) and look like the sample below.

Email Subject:

Provider = Website

Email Body:

<?xml version="1.0" encoding="UTF-8"?>
<Lead>
<Email>EMAIL@domain.net</Email>
<FirstName>Lola</FirstName>
<LastName>Morgan</LastName>
<StreetAddress>1888 Kona Street</StreetAddress>
<City>Yellow Springs</City>
<State>IA</State>
<Zip>96224</Zip>
<Interest>Sunrooms</Interest>
<Phone>(909) 772-8829</Phone>
<YearHomeBuilt>1962</YearHomeBuilt>
<YearHomePurchased>1999</YearHomePurchased>
<HouseholdIncome>$70K to $99K</HouseholdIncome>
<HomeValue>$150 to $200K</HomeValue>
<Date>4/4/2012</Date>
<RequestAppontmentDate>4/24/2012</RequestAppontmentDate>
<BestTimeToCall>Evening</BestTimeToCall>
<Comments>Hot lead, call them first</Comments>
<Other name="Promo Code">abc123</Other>
</Lead>

Supported Fields

  • There are more fields that are supported that are not in the example! See all the fields that are natively supported.
  • You can also create your own custom fields! The result is that you can add a field to the form and have it populate a specific field on the eLead/Prospect. To do so, make sure the name is the same as the API name in your system. For example, if you created a new field labeled Favorite Color with API name Favorite_Color__c you could add the field <Favorite_Color__c></Favorite_Color__c> and it would get mapped to that Favorite Color field. Click here to see more details about using custom fields.

A couple of other notes:

  • There cannot be anything extra in the email except for the xml markup.
  • The email must be plain-text, not HTML.
  • All of the fields except the ‘FirstName’ and ‘LastName’ fields are optional