x-source-token header. This token acts as both the security credential and the automatic routing key that assigns leads to the correct agent.
Where Do Vendors Get the Token?
Tokens are provided by your client (the 3i insurance agent or agency manager) during campaign onboarding or order setup:1
Agent Retrieves Token in 3i CRM
The agent logs into their 3i account, navigates to Data & Integrations → Lead Sources, and clicks on their designated lead source (e.g. Ransom Leads, GoatLeads, or Custom Vendor).
2
Agent Copies x-source-token
Inside the lead source configuration, the agent copies their unique 36-character UUID token displayed under Gateway URL (per-vendor token).
3
Agent Provides Token to Vendor
The agent pastes this token into your vendor portal (e.g. in their Lead Delivery Settings or checkout form) or emails it to your onboarding team.
How to Implement Multi-Agent Routing
If your platform delivers leads to multiple different agents across an agency, you route leads dynamically by storing each agent’s token in your database:1. Database Schema on Your System
Add a column to your buyers or agents table:2. Prompt Buyer During Order Setup
When an agent creates a lead order on your platform, prompt them:“Enter your 3i CRM Gateway Token (Found under Data & Integrations → Lead Sources)“
3. Dynamic Dispatcher Logic
When your worker dispatches a lead for Buyer , retrieve their token and inject it in the header:- Lead for Johnny: Dispatched with Johnny’s token lands in Johnny’s CRM queue.
- Lead for Morris: Dispatched with Morris’s token lands in Morris’s CRM queue.
- Lead for Nicholas: Dispatched with Nicholas’s token lands in Nicholas’s CRM queue.
Required Request Headers
URL Path Alternative
If your integration software (or third-party webhook sender) does not support setting custom HTTP headers, you can include the token directly in the URL path:Token Security Guarantees
- Zero Leaked User Identifiers: Your system never needs to know or transmit internal database agent UUIDs or referral codes.
- Isolated Blast Radius: Each token is bound exclusively to that specific agent and source channel. A compromised token cannot access other agents’ data.
- Instant Revocation: If a token is compromised or an order completes, the agent can regenerate a new token instantly in their 3i dashboard with one click.