We don't recommend agents do this themselves. Even the extremely tech savvy agents have a hard time doing this.
We recommend using our "done for you" HTTP post service where we'll integrate your WPInsurance quoter to post leads into your CRM. You can order an HTTP post here.
Here's instructions:
Step 1: Get the HTTP posting information from your CRM. It should include (1) post url and (2) field mapping instructions. It's something CRM companies often make available in their knowledgebase or contact support and have them send it to you. It's usually a .pdf they can send right over.
Step 2: Buy our "done for you" HTTP post service or send these instructions to your IT person or developer.
If you go the route of trying to do it yourself or using your own developer, here's a code example of a successfully completed HTTP post for your IT person or developer to reference:
Successful HTTP post sample
Post mapping instructions from CRM: Sample CRM documentation mapped to the fields below
Successfully mapped fields to the documentation above:
Notice the differences from the default fields below. Numbers have been added (above) per the sample CRMs documentation.
And then finally, add the post URL and the fields used for the API authentication as additional post fields (for the sample we're using, it's the CRM live API credentials).
Here's a sample of what it looks like for the sample documentation provided above: