Setting Up Caller ID in InsideSales.com

Overview

Generate Webservice Security Token

Before you can use the InsideSales webservice, you must generate a new Security Token.

Webservice Manager

The next step in the process is to map the fields from your vendor to your InsideSales.com fields. This process is the same whether the integration is an XML or HTTP post.

To setup an XML Integration you first need to upload the XML file that the lead vendor sent you.

• Click Browse and select the file that your lead vendor sent you.
• Read more

Web Post Integration Templates is where you will add a new post or edit current ones. You will see something similar to the image below (click on image to enlarge).

The InsideSales.com Integration Tool is setup to easily accept posts from web pages, vendors and custom scripts that push over an XML file.

The Personal Settings section of the admin tab is where you can customize the site to fit your needs and style.