Lead Posting API — PolicyTek

Who this is for

Lead vendors and external systems posting leads into a PolicyTek customer’s CRM. You do not need a PolicyTek account. The buyer — the person who wants to receive the leads — signs into their PolicyTek account, creates a lead source, generates an API key for it, and shares that key with you. You replace YOUR_API_KEY in the examples below with the key they give you. If you’re the buyer setting this up for the first time, jump to Section 8.

1. How it works

The buyer — a PolicyTek customer on a Pro plan, not you — creates a Local Lead Source inside their PolicyTek account and assigns it an API key. They share that key with you. You replace YOUR_API_KEY in the examples below with the key they gave you and send a JSON POST request to the endpoint below for each lead. PolicyTek attaches the lead to that source and routes it into the buyer’s CRM in real time. The API key identifies which buyer’s account the lead belongs to — never generate one on your own end.

2. Endpoint

POST

https://api.policytek.com/v1/lead/external

Send a JSON body with two top-level fields: wsApiToken (the API key the buyer gave you) and leadData (an object containing the consumer’s information). Set Content-Type: application/json.

3. Minimum request

Only the API key and the consumer’s phone number are required. Everything else is optional.

JSON · minimum required

{
  "wsApiToken": "YOUR_API_KEY",
  "leadData": {
    "phoneNumber": "(555) 555-5555"
  }
}

4. Full example

JSON · all supported fields

{
  "wsApiToken": "YOUR_API_KEY",

  "leadData": {
    "firstName": "Alvin",
    "lastName": "Patrick",
    "phoneNumber": "(555) 555-5555",
    "email": "ajpatrick@example.com",

    "birthday": "1957-12-29",
    "address": "852 Vegas Valley Dr",
    "city": "Las Vegas",
    "state": "NV",
    "zipCode": "89109",

    "maritalStatus": "single",
    "smokingStatus": false,

    "height_imperial": "5'10",
    "weight_pounds": 142
  }
}

5. cURL

Shell

curl -X POST https://api.policytek.com/v1/lead/external \
  -H "Content-Type: application/json" \
  -d '{
    "wsApiToken": "YOUR_API_KEY",
    "leadData": {
      "phoneNumber": "(555) 555-5555",
      "firstName": "Alvin",
      "lastName": "Patrick"
    }
  }'

6. Field reference

Field	Type	Required	Notes
`wsApiToken`	string	Required	The API key assigned to the buyer’s Local Lead Source.
`leadData`	object	Required	Container for the consumer’s information.
`leadData.phoneNumber`	string	Required	Any readable format (e.g. `(555) 555-5555`) or ISO/E.164 (e.g. `+15555555555`). We normalize on our side.
`leadData.firstName`	string	Optional
`leadData.lastName`	string	Optional
`leadData.email`	string	Optional
`leadData.birthday`	string	Optional	Standard date string, e.g. `1957-12-29`.
`leadData.address`	string	Optional	Street address line.
`leadData.city`	string	Optional
`leadData.state`	string	Optional	Two-letter U.S. state code, e.g. `NV`.
`leadData.zipCode`	string	Optional
`leadData.maritalStatus`	string	Optional	Must be lowercase. One of: `single`, `married`, `widowed`.
`leadData.smokingStatus`	boolean	Optional	Send a real boolean — `true` or `false`, not the string `"false"`.
`leadData.height_imperial`	string	Optional	Imperial notation, e.g. `"5’10"`. Use this or `height_ft` or `height`.
`leadData.height_ft`	number	Optional	Height in feet.
`leadData.height`	number	Optional	Height in centimeters.
`leadData.weight_pounds`	number	Optional	Weight in pounds.

7. Important notes

Replace YOUR_API_KEY in every example with the key the buyer assigned to their Local Lead Source.
Send booleans as real JSON booleans — true / false, never "true" / "false" in quotes.
maritalStatus must be lowercase. Anything else will be rejected.
Height can be sent three ways — pick one. height_imperial (e.g. "5’10"), height_ft (feet), or height (centimeters).
weight_pounds is in pounds.
Only wsApiToken and leadData.phoneNumber are mandatory. Send whatever else you have — empty fields can be omitted.

8. Getting an API key (for buyers)

Sign in to PolicyTek on a Pro plan.
Create a lead source: Admin Dashboard › Lead Management › Lead Sources. Name it after the vendor or system that will be posting leads.
Assign it an API key: Admin Dashboard › Lead Management › API Keys, then click + New and link it to the lead source you just created. Copy the generated key.
Give the key to the vendor or system that will post leads to you.

9. Need help?

Reach out at contact@policytek.com with the buyer’s account email and the lead source name; we’ll get you running.