The Integrations tab allows you to enable existing Buyer’s integrations, Post Call integrations, and manage the Disposition Ping Back feature for the Buyer.
To open the “Integrations” tab, go to the Client Management > Buyer List section and click the “Settings” button in the “Actions” column of the selected Buyer. On the Buyer Setup page, go to the “Integrations” tab.
The “Integrations” tab contains the following information:
- Available integrations: The list of all active integrations of the Buyer. Select one or more integration from the list to enable.
- Available Post Call integrations: The list of all active Post Call Integrations of the Buyer. Select one or more Post Call integration from the list to enable. Read more about Post Call Integration in this Knowledge Base article.
- Disposition Ping Back: Switch the toggle to the “ON” position to enable the Disposition Ping Back feature. Read more about the Buyer Disposition Ping Back feature in this Knowledge Base article.
The Buyer Disposition Ping Back block contains the following information about API Key:
- Created: The date and time of the API key creation.
Updated: The date and time of the API key’s last update.
API ID: The unique identification number of the API key. Note: The API ID is automatically generated by the system.
API Key: The API Key value. Note: The API key is automatically generated by the system.
To view the current API Key, click the “Show” button in the “API Key” column. Click the “Yes” button in the “Show API Key” pop-up window to confirm the action.
To generate a new API Key, click the “Change API Key” button in the "Actions" column, and confirm the action in the pop-up window.
To view the Partner disposition setting API Documentation, click the “Doc” button. Read more about the Buyer Disposition Ping Back feature in this Knowledge Base article.
The “Add Do/Do Not Present Lists” block allows you to view, add or delete the Present and Do Not Present Lists configuration for the Buyer, and contains the following information:
- Created: The date and time when the list was created.
- Updated: The date and time of the last update of the list.
- Product: The name of the Product.
- Status: The disposition (Converted, Bad Contact, Never Applied, Withdrawn, Pending) that triggers leads to be added or filtered out according to the Present or Do Not Present List.
- Do/Do Not Present List: The name of the Present and Do Not Present List. Read more about this feature in the Knowledge Base article.
To add a new Present & Don Not Present List configuration for the Buyer, click the “Add” button and fill in the following fields:
- Product: Select the Product from the list.
- Status: Select the Product disposition (Converted, Bad Contact, Never Applied, Withdrawn, Pending) that will trigger the leads to be added or filtered out according to the list.
- Do Not Present List: Select the DNPL list to add leads to.
- Do Present List: Select the PL list to add leads to.
To edit the existing Present and Do Not Present Lists configuration, click the “Edit” button in the “Action” column. Fill in the new information in the provided fields and click the “Save” button.
Click the “Delete” button in the “Actions” column to delete the PL/DNPL configuration and confirm the action in the pop-up window.
