Customer Forums



Adding sales leads to different queues

antony

Posted: 03 October 2011 10:45 AM Report

 Hi,

If you have a number of different sales lead queues setup in your database and wish to submit new records via the API is there a way to have the new lead assigned to a particular queue?

I have found the following field names:

queue_entry[queue_id] and queue_entry[queue[name]]

Leads supplied without these fields get assigned to the default queue. Otherwise if these values are supplied the records do not appear in the workbooks UI after a successfull response from the create method.

I suspect the records are being created but are not getting properly assigned to a queue.

Could anyone provide an example (or point me to an existing one) for submitting a lead to a specific queue. I cannot use the web2Lead system for this particular element of my application and I do understand that it is possible using that method.

Many thanks.

Posted by: jkay on Tue, 27/03/2012 - 22:40

Readers may find the following post useful: Automatically matching and allocating leads.

Posted by: Support on Mon, 03/10/2011 - 15:19

Yes, that is the correct approach.  The different object types have object-specific queues.  More info here: http://www.workbooks.com/api-reference.

Posted by: antony on Mon, 03/10/2011 - 14:28

The correct key->value pair to assign a lead to a queue seems to be:

assigned_to = queue_id

This is working fine for my needs but it is the intended method to assign a lead to a queue?

antony

Posted: 03 October 2011 02:28 PM Report

The correct key->value pair to assign a lead to a queue seems to be:

assigned_to = queue_id

This is working fine for my needs but it is the intended method to assign a lead to a queue?

Support

Posted: 03 October 2011 03:19 PM Report

Yes, that is the correct approach.  The different object types have object-specific queues.  More info here: http://www.workbooks.com/api-reference.

jkay

Posted: 27 March 2012 10:40 PM Report

Readers may find the following post useful: Automatically matching and allocating leads.