While configuring a Publisher with 3rd Party CRM integrations such as Phone Burner, you may need to enter the correct Folder/Category ID. The Folder/Category ID can be identified from the selected Lead Type settings of the Publisher.

Follow these steps to open the Publisher Listing page:

• Login into the PingTreeSystems Admin Dashboard
• From the left side menu, click on Publisher
• The system will open the Publisher Listing page

Inside the Publisher Listing page:

• Locate the Publisher record you want to configure
• In the LeadType column, click on any selected Lead Type name
• Example: Payday, Mortgageloan, Healthinsurance, etc.
• The system will open the Publisher Edit page for that specific Lead Type configuration

After opening the Publisher configuration page:

• Click on the Leadtype Settings tab
• The selected Lead Type settings and configuration section will appear
• This section contains payout, limits, validation, and CRM integration settings

Scroll down to the bottom of the Leadtype Settings page.

• Find the section named 3rd Party CRM
• Enable the required CRM integration option such as Phone Burner
• The CRM configuration fields will become visible

The Folder/Category ID field is used to map Publisher leads into the correct CRM folder or category.

• Enter the appropriate CRM Folder ID or Category ID provided by your CRM platform
• This ID determines where the posted leads will be stored inside the CRM
• The value may vary depending on the selected Lead Type and CRM configuration

The 3rd Party CRM section may also include additional configuration options:

• User ID — CRM account user identifier
• Access Token — Authentication token for CRM API access
• PB Custom Field Name — Custom CRM field mapping name
• Value — Assigned field mapping value

After entering the required Folder/Category ID and CRM details:

• Verify all CRM configuration fields carefully
• Ensure the correct Lead Type is selected
• Click the appropriate Save or Update button
• The system will store the CRM mapping configuration for that Publisher Lead Type

Using the correct Folder/Category ID provides better CRM organization and automation.

• Automatically routes leads into the correct CRM folder
• Improves lead management and categorization
• Helps separate leads by Lead Type or campaign
• Enhances CRM workflow automation and reporting
• Ensures accurate lead delivery integration