Creating Lead
Submit a new business funding lead into the SBG Funding system using the following structure.
Endpoint
Staging
POST https://missioncapital--full.sandbox.my.salesforce.com/services/apexrest/creditapp
Production
POST https://missioncapital.my.salesforce.com/services/apexrest/creditapp
Headers
| Header | Value |
|---|---|
| Authorization | Bearer YOUR_ACCESS_TOKEN |
| Content-Type | application/json |
| PartnerId | YOUR_PARTNER_ID |
| PartnerName | YOUR_PARTNER_NAME |
Request Body Parameters
| Field | Type | Description | Required |
|---|---|---|---|
| ID | string | Unique identifier for the lead/application | Yes |
| OutcomeID | string | Optional outcome identifier | No |
| CampaignID | string | Optional campaign identifier | No |
| AnnualRevenue | number (integer) | Annual revenue in USD | Yes |
| BirthDay | string | Contact's date of birth (e.g., YYYY-MM-DD) | No |
| BusinessAddress | object | Business address details | Yes |
| BusinessType | string | Type of business (e.g., "llc") | Yes |
| Company | string | Business name | Yes |
| ContactEmail | string | Primary contact email | Yes |
| ContactFirstName | string | Contact's first name | Yes |
| ContactLastName | string | Contact's last name | Yes |
| ContactPhone | string | Contact's phone number | Yes |
| CreditScore | string | Credit score range or value | Yes |
| FoundedMonth | string | Business founding month | Yes |
| FoundedYear | string | Business founding year | Yes |
| HomeAddress | object | Contact's home address details | Yes |
| Industry | string | Business industry. See 'Allowed Industry Values' below. | Yes |
| Ip | string | IP address of the applicant | No |
| LoanAmount | number (integer) | Requested loan amount in USD | Yes |
| LoanReason | string | Purpose of the loan | Yes |
| OtherManagers | boolean | Indicates if there are other managers | No |
| OwnershipPct | number (integer) | Ownership percentage | No |
| SignatureIp | string | IP address at the time of signature | No |
| SignatureTimestamp | string | Timestamp of signature (e.g., ISO 8601) | No |
| SignatureName | string | Name used for signature | No |
| Ssn | string | Social Security Number | No |
| TaxId | string | Business Tax ID (EIN) | No |
| TimeInBusinessMonths | number (integer) | Time in business (months) | Yes |
| CreatedAt | string | Lead creation timestamp (e.g., ISO 8601) | Yes |
| IndustryNaics | string | NAICS industry code | No |
| LeadSource | string | Source of the lead (e.g., Partner Name) | Yes |
| InceptionDate | string | Business inception date (e.g., YYYY-MM-DD) | No |
| BusinessAge | string | Age of the business | Yes |
| NumberOfOffers | string | Number of offers received by applicant | No |
| BusinessTypeByIndustry | string | Business type categorized by industry | No |
| NumberOfEmployees | number (integer) | Number of employees | No |
| Files | array of strings | List of URLs or identifiers for attached files | No |
BusinessAddress Object
| Field | Type | Description | Required |
|---|---|---|---|
| Address | string | Street address | Yes |
| City | string | City name | Yes |
| State | string | Two-letter state code | Yes |
| Zip | string | ZIP code | Yes |
Allowed Industry Values
The Industry field must be one of the following values:
- Agriculture
- Apparel
- Auto Parts/Tires
- Auto Repair
- Auto Sales
- Banking
- Beauty/Cosmetic
- Biotechnology
- Breweries
- Care Providers
- Car Wash
- Chemicals
- Communications
- Construction
- Construction - Commercial
- Consulting
- Convenient Stores
- CPA/Accounting
- Dentist
- Doctors Office
- Education
- Electrician
- Electronics
- Energy
- Engineering
- Entertainment
- Environmental
- Finance
- Fitness/Sport
- Flooring
- Food & Beverage
- Government
- Grocery
- Healthcare
- Hospitality
- Hotels
- HVAC
- Insurance
- Landscaping
- Laundry Service
- Law Firm
- Machinery
- Manufacturing
- Media
- Mental Health
- Moving
- Not For Profit
- Oil & Gas
- Pest
- Pet Care
- Pharmacy
- Property Management
- Real Estate
- Recreation
- Retail
- Roofing
- Security
- Services
- Shipping
- Specialty Trade
- Technology
- Telecommunications
- Towing
- Transportation
- Utilities
- Veterinary
- Wholesale
Sample Request
{
"ID": "partner-lead-12345",
"AnnualRevenue": 650000,
"LeadSource": "Your Partner Name",
"BusinessType": "Sole Proprietorship",
"Company": "Jane Doe Consulting",
"ContactEmail": "jane.doe@example.com",
"ContactFirstName": "Jane",
"ContactLastName": "Doe",
"ContactPhone": "555-123-4567",
"CreditScore": "Good (670-719)",
"FoundedMonth": "March",
"FoundedYear": "2020",
"HomeAddress": {
"Address": "123 Main St",
"City": "Anytown",
"State": "CA",
"Zip": "90210"
},
"BusinessAddress": {
"Address": "456 Business Ave",
"City": "Anytown",
"State": "CA",
"Zip": "90211"
},
"Industry": "Consulting",
"LoanAmount": 75000,
"LoanReason": "Working Capital",
"TimeInBusinessMonths": 48,
"CreatedAt": "2024-04-15T10:00:00Z",
"BusinessAge": "3-5 years",
"OwnershipPct": 100,
"NumberOfEmployees": 1
}
Sample Response
{
"IsSuccessful": true,
"ResponseText": "Lead record has been successfully created",
"ApplicationID": "00QEa00000ItVf8MAF", // Salesforce Lead ID
"ReferenceID": "partner-lead-12345", // The ID you submitted
"pURL": "https://sbgfunding.com/apply-now/?leadid=00QEa00000ItVf8"
}
Response Fields
| Field | Type | Description |
|---|---|---|
| IsSuccessful | boolean | Whether the request was successful |
| ResponseText | string | Human-readable response message |
| ApplicationID | string | Unique Salesforce identifier for the created lead |
| ReferenceID | string | Your original ID reference |
| pURL | string | Application URL for tracking |
Error Responses
When an error occurs, the API will return a JSON response with an error message:
{
"IsSuccessful": false,
"ResponseText": "Error description. Example: Missing required field: Company"
}
Common error scenarios:
- Invalid authentication token
- Missing required fields (refer to table above)
- Invalid field values (e.g., non-numeric AnnualRevenue)
- Duplicate
IDsubmitted previously