Jun 2026 – Jul 2026
Corporate lead intake API
One call registers a corporate lead, checks it, assigns it and tells the manager
- Automation
- API and routing
- Duration
- 1 month
- Company
- Ardi Insurance
- Role
- Designed the workflow, the API and its docs
Overview
A single way in for corporate leads from the website, a web form and other channels. It validates each lead, checks for duplicates, asks the distribution service for the next manager and creates a complete card in the CRM, so nobody types leads in by hand.
The need
Leads arrived from the website, a form and other channels with no single entry point. Each one had to be checked for duplicates, assigned and typed into the CRM by hand, and the client’s developers had no documented way to send leads in.
What was built
A token-protected webhook on the automation platform. It validates the request, looks up the company’s identification code across every company list, gets the next manager for the lead’s region from the distribution service and creates the lead with every field filled in, the phone number and e-mail in one format. The public lead form feeds the same API.
How it works
A duplicate never blocks a registration: it is reported on the task and in the response, with links to the existing records, and every outcome is logged. Once the lead is assigned, the manager receives a branded "new lead" e-mail. A developer reference covers every field, value list and response, with examples.
Result
In production, with the public lead form running through the same documented API.