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SoftVu

SoftVu is a full-service email marketing and drip campaign platform widely used in mortgage lending.

Source Type:
Email Marketing Platform

Delivery Format:
API

Integration Type:
Automated Drip Campaigns

Website:
SoftVu Website

Overview

The SoftVu integration seamlessly connects SalesExec with SoftVu, a full-service email marketing and drip campaign platform highly utilized in industries like mortgage lending. This integration empowers SalesExec to automatically trigger email campaigns from your SoftVu account as leads progress through your sales cycle and workflow statuses. It allows for highly targeted, personalized communication and provides SalesExec with real-time insights into email engagement by updating lead fields based on recipient actions.

How It Works

SalesExec sends lead data and specific events (such as status changes, or a new lead being added) to SoftVu's API. For example, when a lead's status changes to "Application Submitted" or "Not Interested," SalesExec triggers the appropriate email workflow in SoftVu. Critically, SoftVu uses webhook callbacks to send engagement metrics back to SalesExec, updating custom lead fields like SoftVuEmailOpenedTimestamp, SoftVuEmailClickedTimestamp, and SoftVuEmailOpenedSubject. These updates can, in turn, be configured to automatically adjust the lead's status or priority in SalesExec (e.g., moving a lead to "Hot Lead" if they click an email, or "Unresponsive" if they opt out). The integration requires a SoftVu Authorization Key and allows extensive mapping of SalesExec lead fields to SoftVu attributes.

Benefits
  • Automated Drip Campaigns: Launch targeted email journeys triggered by lead stage changes, scores, or specific actions.
  • Personalized Nurturing: Deliver relevant content based on lead behavior, boosting conversions.
  • Real-Time Engagement Insights: Gain visibility into which leads are opening, clicking, or opting out of emails directly within SalesExec.
  • Dynamic Lead Prioritization: Automatically adjust lead status or priority based on email engagement.
  • Compliance Support: Stay compliant with TCPA and CAN-SPAM regulations through integrated opt-out handling.
  • Industry-Specific Templates: Access a library of pre-built templates tailored by industry.
Auth and Settings
Setting Description
SoftVu Authorization Key API key or authorization token used to authenticate SalesExec requests to SoftVu.
Record‑Type Settings
Integration Field Description
Default LeadSource Name Name of the lead source in SoftVu. If set, all lead updates in ClickPoint trigger the associated campaign in SoftVu. If blank, ClickPoint sends the Lead Source name configured in your account.
Default Product Name Constant product name (e.g., Refinance, Purchase) sent in every post. Useful when each Record Type handles a single product.
Product Lead Field Map Click-select the ClickPoint field to send as the product value.
Cell Phone Lead Field Map Click-select the ClickPoint field to send as the mobile phone value.
Group Phone Lead Field Map Click-select the ClickPoint field to send as the group phone value.
Change Status On First Queued / Delivered / Opened / Clicked / Opt-out Automatically change the lead’s Status when SoftVu registers the corresponding event. For example, set a lead to Not Interested if they opt out.
Change Priority On First Queued / Delivered / Opened / Clicked / Opt-out Updates the numeric value in SoftVuSortPriority when the specified event occurs. Useful if that field drives your distribution strategy.
Lead Source Maps Map ClickPoint Status values to SoftVu-specific lead-source names when naming differs between systems.
Status Maps Map ClickPoint Status values to SoftVu-specific status names (e.g., map AttemptingContact to NewLead). If no mapping exists, the default ClickPoint status name is sent.
Data Exchange
Inbound (SoftVu → SalesExec)

Action / Endpoint

Action / Endpoint Description
/api/SoftVuWebhook/HandleEvent SoftVu Webhook events handler.

Payload Fields

Field Description
Event Type Type of event: email queued, email delivered, email opened, email clicked, or optout.
leadUID Unique identifier of the lead received from ClickPoint.
SoftVu email id Internal SoftVu email identifier.
Subject Subject line of the email event (for opened / clicked tracking).

Following custom lead fields are being updated:
• SoftVuEmailClickedTimestamp
• SoftVuEmailOpenedTimestamp
• SoftVuEmailOpenedSubject
• SoftVuSortPriority (updated per Change Priority On… rules)

Lead Status is being updated based on Change Status On… rules.

Outbound (SalesExec → SoftVu)

Endpoints

Action / Endpoint Description
https://api.softvu.com/v1/leads Sends lead data to trigger SoftVu workflows. Authorization header uses your account key.
https://api.softvu.com/v1/optouts Sends email opt‑out information.

Payload Fields

Field Description Required
status Status value, populated per Status Maps. yes
attributes.leadsource Lead source, from Default LeadSource Name or Lead Source Maps. yes
attributes.product Product name, from Default Product Name or Product Lead Field Map. no
agent User/agent email address. yes
recipient.email Lead’s email address. yes
recipient.firstname / recipient.lastname Lead’s first and last name. no
recipient.address Lead’s physical address. no
recipient.phones.primary Lead’s primary phone number. no
recipient.phones.group Optional group phone value. no
external.source Constant value "ClickPoint". yes
external.id leadUID value sent from SalesExec. yes

Read the KB article: Send emails through SoftVu

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