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3i CRM Partner Ingestion Platform

The 3i Platform provides an enterprise-grade REST webhook ingestion gateway. It allows lead generation agencies, media buyers, call center setter teams, and custom web funnels to stream live insurance prospects and pre-booked consultation appointments directly into agent CRM pipelines.

Quick Start Guide

Connect your outbound webhook dispatcher in under 5 minutes with ready-to-use code examples.

Scheduled Appointments

Learn how to deliver booked consultation appointments with or without Calendly.

Lead Schema Dictionary

Explore the full parameter reference for contact, address, financial, and beneficiary fields.

Interactive API Playground

Test live requests, inspect request payloads, and view response schemas in the sandbox.

Adaptive Auto-Mapping

Send your existing payload. 3i’s engine self-adapts to your field names with zero data loss.

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Architecture at a Glance

The gateway is built for high concurrency, zero data loss, and seamless multi-tenant agent distribution:

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Core Capabilities

While this documentation outlines our recommended canonical structure, you do not need to re-engineer your platform’s existing JSON format. 3i’s multi-pass ingestion engine automatically adapts to your schema:
  • Intelligent Semantic Mapping: Automatically reconciles vendor-specific naming conventions and property variations (e.g. phone_num → phone, coverage_requested → coverage_amount, postal → zipcode, dob → date_of_birth).
  • Dot-Path Extraction: Automatically unwraps nested structures (e.g. form.first_name, contact.phone, submission.answers).
  • Zero Data Loss Guarantee (Pass 3 Sweep): Any proprietary property or question unique to your system that does not map to a standard column is never discarded—it is automatically preserved in the lead’s custom_fields and displayed in the agent’s CRM drawer under Vendor Data.
  • Visual Mapping Workbench: Receiving agents can inspect incoming payloads under Data & Integrations → Lead Sources and map custom fields in one click.
Every delivery routes automatically to the assigned agent through a dedicated x-source-token.
  • Zero Database IDs Leaked: Your system never needs to store or expose internal agent UUIDs or passwords.
  • Isolated Blast Radius: Each token is bound exclusively to that specific agent and delivery channel. A compromised token cannot access other agents’ data.
  • Instant Revocation: If a token is compromised or a campaign completes, the token can be regenerated instantly in the CRM without breaking any other partner integrations.
Network timeouts and worker retries are safeguarded by passing a unique delivery ID in the Idempotency-Key HTTP header. 3i caches deliveries for 24 hours—retrying an existing delivery safely returns the original lead_id with "idempotent_replay": true instead of creating duplicate contacts or billing twice.
Support booked appointments from any channel: human phone setters, dialers (Convox, Five9, Ringba), web forms, or Calendly.
  • Automatic Stage Advancement: Bypasses 'New' and enters the CRM directly in the 'Scheduled' stage.
  • Calendar Agenda Sync: Directly populates the receiving agent’s daily agenda and appointment countdowns.
  • Session Links Captured: Preserves video room join links (Zoom, Google Meet, Teams) and reschedule/cancellation URLs as one-click action buttons in the CRM Lead Drawer.
Phone numbers formatted in standard E.164 (+15136854010), punctuated US strings ((513) 685-4010), or raw digits (5136854010) are automatically parsed, stripped of punctuation, and stored in clean 10-digit format for carrier dialing and collision prevention.
Vendors do not need to calculate or supply complicated IANA timezone identifiers. If omitted, 3i’s built-in timezone engine automatically resolves the prospect’s local timezone based on their state or telephone area code.
If an existing prospect in the agent’s database submits a second inquiry or books an appointment, 3i intercepts the collision, merges the new answers and notes, bumps the lead priority to High, and alerts the agent immediately without corrupting pipeline history or creating conflicting duplicate contacts.
Passing digital ad signals (fbclid, fbc, fbp, leadgen_id) automatically links the lead to Meta’s offline conversion engine. When the agent connects on a call, schedules, or writes a policy, server-side conversion events fire back to Meta for algorithmic bidding optimization with 8.0–9.5+ Event Match Quality (EMQ).
Store and verify third-party consent certificates (trusted_form_cert_url) and client IP addresses natively on the lead record, providing an immutable audit trail for legal and regulatory compliance defense.
Vendors can verify authentication, payload formatting, and appointment scheduling safely by adding "listen": true. The CRM validates the payload and returns HTTP 200 without creating live records, dialing leads, or sending SMS messages.

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Supported Delivery Channels

Deliver live phone appointments set by human dialer reps (Five9, Convox, Vicidial, Ringba). 3i ingests the scheduled time, setter badge, call recording URL, and briefing notes directly into the agent’s calendar.