Web Form Company Settings API

…continued from Web Form Post API

Note: This addendum describes the mappings used to create/edit a EngageCRM Company object when a NEW CONTACT IS CREATED using the Web Form Post API. If you do not have the Company Module installed, these settings do not apply to you.

This application programming interface describes the html markup for a valid form post transmission to the EngageCRM system. You must have a valid account in good standing to use this API.

Caution: Do not attempt to use this API if you are not familiar with HTML and have not been properly training by a EngageCRM representative. If you misuse this API, your account may be locked and fees may apply.

Related Resources: How do I create a contact record? | How do I create a lead record?

Note: The Request ID below refers to the variables within the post that the API expects and will process accordingly.

Important: The following fields are mandatory and should be added to your page as hidden fields

Company Settings Table
Request ID Example Contact Field/Mapping Notes
txtCompanySettings 1 Mandatory Hidden Field

0 = Assign as personal contact (Default Action)
Creates the contact as a personal contact.

1 = Duplicate Check
Performs a duplicate check using the txtCompanyName field.

a) If a duplicate company is detected, the contact will be assigned to the duplicate company.
(Note: see txtCoOverWrite for rules on how data will be populated in duplicate company.)

b) If no duplicate company is found, a new company will be created.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)

2 = Always Create New Company
Creates a new company using txtCompanyName.
(Note: see txtCoOverWrite for rules on how data will be populated in new company.)
txtContactOverWrite 1 Mandatory Hidden Field

0 = Only Overwrite if blank (Default Action)
All data fields present in post will populate their respective company fields within EngageCRM only if the field is blank or empty.

1 = Always Overwrite
All data fields present in post will populate their respective company fields within EngageCRM.

2 = Ignore
All data fields present in post will be ignored.

All of the following fields are optional.

Company Information Table
Request ID Example Contact Field/Mapping Notes
txtCompanyName Sample Corp Mandatory Field
Company Name
txtCoAdd1 123 Sample Drive Address 1 (will use txtAdd1 if this field doesn't exist)
txtCoAdd2 SampSuite 1500 Address 2 (will use txtAdd2 if this field doesn't exist)
txtCoAdd3 Attention: Joe Address 3 (will use txtAdd3 if this field doesn't exist)
txtCoCity SamplesVille City (will use txtCity if this field doesn't exist)
txtCoState IL State (will use txtState if this field doesn't exist)
txtCoZip 62154 Zip (will use txtZip if this field doesn't exist)
txtCoCountry USA Country (will use txtCountry if this field doesn't exist)
txtCoCustom1 1000+ employees Custom Text Field 1
txtCoCustom2 $4.7 Billion valuation Custom Text Field 2
txtCoCustom3 Alternate address 1 Custom Text Field 3
txtCoCustom4 Sampleville Custom Text Field 4
txtCoCustom5 IL Custom Text Field 5
txtCoCustom6 64125-5433 Custom Text Field 6
txtCoCustom7 USA Custom Text Field 7
txtCoCustom8 2 bedroom Custom Text Field 8
txtCoCustom9 2 bathroom Custom Text Field 9
txtCoCheck1 TRUE Custom Checkbox 1 True/False or 1/0
txtCoCheck2 FALSE Custom Checkbox 2 True/False or 1/0
txtCoCheck3 FALSE Custom Checkbox 3 True/False or 1/0
txtCoCheck4 FALSE Custom Checkbox 4 True/False or 1/0
txtCoPhone 1235551212 Phone (will use txtPhone if this field doesn't exist)
txtCoFax 1235551216 Fax (will use txtFax if this field doesn't exist)
txtCoWebSite www.samplecorp.com Website (will use txtWebsite if this field doesn't exist)
txtCoCommentsTitle Additional Information: Prefix to Comments
txtCoComments I love turtles. Comments

The following classification fields correspond to the available customizable dropdowns (maximum of 8).
See Company Module settings for your company’s code mapping

Company Classification Table
Request ID Example Contact Field/Mapping Notes
txtCoClass1 5695 Classification 1 Dropdown (must be a valid Class1 code)
txtCoClass2 8569 Classification 2 Dropdown (must be a valid Class2 code)
txtCoClass3 3214 Classification 3 Dropdown (must be a valid Class3 code)
txtCoClass4 8965 Classification 4 Dropdown (must be a valid Class4 code)
txtCoClass5 6547 Classification 5 Dropdown (must be a valid Class5 code)
txtCoClass6 8547 Classification 6 Dropdown (must be a valid Class6 code)
txtCoClass7 8547 Classification 7 Dropdown (must be a valid Class7 code)
txtCoClass8 8547 Classification 8 Dropdown (must be a valid Class8 code)