- Created by Former user , last modified by p_demou (Deactivated) on Sept 06, 2019
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This method creates a lead. Single lead can be created by each call.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
contact_email (mandatory on conditions) | String | The email address of the contact that will be specified on the new lead. The contact email is mandatory if the Lead Type's Communication settings define that an email commuication will be sent on the new lead's creation. Paramerer is mandatory up until CRM.COM R11.0.0. From CRM.COM R11.1.0 this parameter is mandatory on conditions. | ||||||||||||
contact_phone (mandatory on conditions) | String | The phone of the contact that will be specified on the new lead. The contact phone is mandatory if the Lead Type's Communication settings define that a phone commuication will be sent on the new lead's creation. Available from CRM.COM R11.1.0 | ||||||||||||
accounts_receivable_identifier (mandatory on conditions) | Accounts Receivable Identifier | The accounts receivable that will be related with the lead. This information is mandatory if the specified contact information is already a customer (has an accounts receivable). The specified accounts receivable should be owned by the specified contact information.The allowed accounts receivable identifier fields are the following:
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description (optional) | String | A description of the lead | ||||||||||||
probability_to_win (optional) | Number | The probability to win the retrieved lead which can vary from 0 to 100 | ||||||||||||
importance (mandatory) | Lead Importance | The importance related with the leads that should be returned as a result. The allowed lead importance fields are the following: IMPORTANCE1, IMPORTANCE2, IMPORTANCE3, IMPORTANCE4, IMPORTANCE5, CUSTOM1, CUSTOM2, CUSTOM3 | ||||||||||||
priority (mandatory) | Lead Priority | The priority related with the leads that should be returned as a result. The allowed lead priority fields are the following: 1, 2, 3, 4, 5, 6 | ||||||||||||
target_amount (optional) | Number | The amount that is predicted to be gained when winning the retrieved lead | ||||||||||||
type_identifier (mandatory) | Lead Type Identifier | The type of the lead. The allowed lead type identifier fields are the following:
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status_identifier (optional) | Lead Status Identifier | The status of the lead. If not specified, then the Lead Type's default status on create will be used. The allowed lead status identifier fields are the following:
The status_identifier input parameter is mandatory up until CRM.COM R11.1.0. From CRM.COM R11.1.0 it becomes optional. | ||||||||||||
lost_reason_identifier (mandatory on conditions) | Lead Lost Reason Identifier | The reason that the lead was lost. This information is mandatory and applicable only if the lead is created in a status classified as lost. The allowed lead lost reason identifier fields are the following:
The lost_reason_identifier input parameter becomes deprecated from CRM.COM R11.1.0 | ||||||||||||
category_identifier (optional) | Lead Category Identifier | The category of the lead. If not specified, then the Lead Type's default Category will be used for the new Lead. The allowed lead category identifier fields are the following:
The category_identifier input parameter is mandatory up until CRM.COM R11.1.0 | ||||||||||||
owned_by_group_identifier | The identifier of the owned by group information | The owned by group information of the lead. The allowed group identifier fields are the following:
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privacy_level_identifier | The identifier of the privacy level | The privacy level of the lead. The allowed privacy level identifier fields are the following:
Deprecated from CRM.COM R18.0.0 | ||||||||||||
lead_owner | User Identifier | The user which owns the lead. The allowed user identifier fields are the following:
Available from CRM.COM R15.0.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date | ||||||||||||
start_date | Date | The date that the lead is created | ||||||||||||
expected_completion_date | Date | The date that the lead is expected to be completed. It is automatically calculated if estimate completion time is specified. | ||||||||||||
estimated_completion_time (semi-optional) | Time Period Object | The time that is estimated to complete the lead , measured in minutes, hours, days, weeks, years. It is automatically calculated if expected completion date is specified. | ||||||||||||
(mandatory) | Contact information object | The contact information that will be related with the lead | ||||||||||||
(mandatory) | Lead Source | Information related with the source of the lead | ||||||||||||
assigned_to (optional) | Assigned to object | The assignment information for the lead. Assign to information is mandatory to be specified, unless if it is set automatically through ACR rules. | ||||||||||||
(optional) | Set of Lead Competitors | A lists of all possible competitors that can reach the same Lead for the same product/goal. | ||||||||||||
(optional) | Set of Lead Users | A list of users that are set as the team involved with the lead | ||||||||||||
(optional) | Set of Lead Products Objects | A list of products for which the lead was taken for Available from CRM.COM R18.0.0 | ||||||||||||
(optional) | Set of lead Services Objects | A list of services for which the lead was taken for Deprecated from CRM.COM R18.0.0 | ||||||||||||
(optional) | Set of lead Physical Goods Objects | A list of the physical goods for which the lead was taken for Deprecated from CRM.COM R18.0.0 | ||||||||||||
(optional) | The Subscription Package Object | The subscription package for which the lead was taken for Available from CRM.COM R14 Deprecated from CRM.COM R18.0.0 | ||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned |
Referred Parameter Objects Data
Name | Type | Description |
---|---|---|
time_period_value (mandatory) | Number | The time period value |
time_period_uot (mandatory) | String | The time period unit of time The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description | |||||||||||||||||||||
action (mandatory) | String | Defines if a new or existing contact information should be used. The supported values are the following: NEW, EXISTING | |||||||||||||||||||||
contact_information_identifier (mandatory on conditions) | Contact information identifier | An existing contact information that should be used. This is applicable and mandatory if the action is set to EXISTING. The allowed contact information identifier fields are the following:
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type (mandatory on conditions) | String | The type of the contact information which can be PERSON or COMPANY. Applicable and mandatory if the action is set to NEW | |||||||||||||||||||||
title (optional) | String | The title of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
first_name (mandatory on conditions) | String | The first name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
middle_name (optional) | String | The middle name of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
last_name (mandatory on conditions) | String | The last name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
company_name (mandatory on conditions) | Sting | The company name of the contact information. Applicable and mandatory only if the type is COMPANY and the action is set to NEW | |||||||||||||||||||||
category_identifier (optional) | Identifier | The identifier of the contact category that will be associate with the contact information. The allowed contact category identifier fields are the following:
Applicable only if the action is set to NEW | |||||||||||||||||||||
owned_by_group_identifier (optional) | Group identifier | The group owning the contact information. The allowed group identifier fields are the following:
Applicable only if the action is set to NEW Deprecated from CRM.COM R18.0.0 | |||||||||||||||||||||
owned_by_business_unit_identifier (optional) | Business Unit identifier | The business unit owning the contact information. The allowed business unit identifier fields are the following:
Applicable only if the action is set to NEW Available from CRM.COM R18.0.0 | |||||||||||||||||||||
privacy_level_identifier (optional) | Privacy level identifier | The privacy level of the contact information. The allowed privacy level identifier fields are the following:
Applicable only if the action is set to NEW Deprecated from CRM.COM R18.0.0 | |||||||||||||||||||||
send_direct_marketing_material (optional) | Boolean | The Contact Information's authorization setting for Direct Marketing Available from CRM.COM R9.0.0 | |||||||||||||||||||||
send_affiliate_marketing_material (optional) | Boolean | The Contact Information's authorization setting for Affiliate Marketing Available from CRM.COM R9.0.0 | |||||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_5 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_6 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_7 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_8 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_5 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_6 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_7 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_8 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
custom_field_set (optional) | Set of Custom Fields | The custom fields that are associated with the contact information If no records are specified in the set then nothing will be updated. To add or update a value on a custom field use the custom field name as configured in CRM.COM along with the respective value. To remove a value from a custom field use the custom field name as configured in CRM.COM along with an empty value "custom_field_set": [ {"field_name" : "value"}, {"field_name" : "value"} ] Available from CRM.COM R16.2.0 | |||||||||||||||||||||
(optional) | Demographics object | The demographics of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
(optional) | Company profile object | The company profile of the contact information. Applicable only if the type is COMPANY and the action is set to NEW | |||||||||||||||||||||
(optional) | Address object | The addresses of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Phone object | The phone of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Email object | The email of the contact information. Applicable only if the action is set to NEW |
Referred Parameter Objects Data
Name | Type | Description | ||||||||||||||||||
gender (optional) | String | The gender of the contact information which can be MALE or FEMALE | ||||||||||||||||||
id_number (optional) | String | The ID number of the contact information | ||||||||||||||||||
id_number_expiration_date (optional) | Date | The expiration date of the ID number Available from CRM.COM R14.0.0 | ||||||||||||||||||
passport_number (optional) | String | The passport number of the contact information | ||||||||||||||||||
passport_number_expiration_date (optional)
| Date | The expiration date of the passport Available from CRM.COM R14.0.0 | ||||||||||||||||||
social_security_number (optional) | String | The social security number of the contact information | ||||||||||||||||||
country_of_residence_identifier (optional) | Country identifier | The country of residence of the contact information. The allowed country identifier fields are the following:
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id_issued_by_country_identifier (optional) | Country identifier | The ID issued country of the contact information. The allowed country identifier fields are the following:
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passport_issued_by_country_identifier (optional) | Country identifier | The passport issued country of the contact information. The allowed country identifier fields are the following:
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industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
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industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
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(optional) | Date of Birth Object | The date of birth of the contact information | ||||||||||||||||||
(optional) | Name Day Object | The name day of the contact information |
Referred Parameter Objects Data
Name | Type | Description |
---|---|---|
day (optional) | Integer | The day of the retrieved date of birth |
month (optional) | Integer | The month of the retrieved date of birth |
year (optional) | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day (optional) | Integer | The day of the retrieved name day |
month (optional) | Integer | The month of the retrieved name day |
Name | Type | Description | ||||||||||||||||||
profile_year (optional) | Number | The profile year of the contact information | ||||||||||||||||||
annual_turnover (optional) | Number | The annual turnover of the contact information | ||||||||||||||||||
established_date (optional) | Date | The established date of the contact information | ||||||||||||||||||
number_of_employees (optional) | Number | The number of employees of the contact information | ||||||||||||||||||
registration_number (optional) | String | The registration number of the contact information | ||||||||||||||||||
vat_registration_number (optional) | String | The vat registration number of the contact information | ||||||||||||||||||
vat_registered_by (optional) | String | The vat registration by of the contact information | ||||||||||||||||||
vat_registration_date (optional) | Date | The vat registration date of the contact information | ||||||||||||||||||
tax_reference_number (optional) | String | The tax reference number of the contact information | ||||||||||||||||||
registered_in_country_identifier | Country Identifier | The country of registration of the contact information. The allowed country identifier fields are the following:
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industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
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industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
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From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the address is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
street_name (mandatory on conditions) | String | The street name of the address | ||||||||||||||||||
street_number (optional) | String | The street number of the address | ||||||||||||||||||
floor (optional) | Integer | The floor of the address | ||||||||||||||||||
apartment_number (optional) | String | The apartment number of the address | ||||||||||||||||||
area (optional) | String | The area of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
district (optional) | String | The district of the address | ||||||||||||||||||
municipality (optional)
| String | The municipality of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
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po_box (optional) | String | The PO box of the address | ||||||||||||||||||
po_box_postal_code (optional) | String | The PO box postal code of the address | ||||||||||||||||||
care_of (optional) | String | The care of person of the address | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
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address_line_1 (mandatory) | String | The address line 1 | ||||||||||||||||||
address_line_2 (optional) | String | The address line 2 | ||||||||||||||||||
state_province_county (optional) | String | The state or province or county of the address. | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||||||||
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type (mandatory) | String | The type of the phone which can be LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the phone is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
number (mandatory) | String | The number of the phone | ||||||||||||||||||
area_code (optional) | String | The area code of the phone | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the phone. The allowed country identifier fields are the following:
| ||||||||||||||||||
notes (optional) | String | The notes of the phone | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description |
---|---|---|
type (mandatory) | String | The type of the retrieved email which can be PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
is_primary (mandatory on conditions) | Boolean | Weather the email is the primary one Applicable from CRM.COM R16.1.0 onwards |
email_address (mandatory) | String | The address of the retrieved email |
notes (optional) | String | The notes of the retrieved email |
udf_string_1 (optional) | String | User Defined Field of type String |
udf_string_2 (optional) | String | User Defined Field of type String |
udf_string_3 (optional) | String | User Defined Field of type String |
udf_string_4 (optional) | String | User Defined Field of type String |
udf_string_5 (optional) | String | User Defined Field of type String |
udf_string_6 (optional) | String | User Defined Field of type String |
udf_string_7 (optional) | String | User Defined Field of type String |
udf_string_8 (optional) | String | User Defined Field of type String |
udf_float_1 (optional) | Float | User Defined Field of type Float |
udf_float_2 (optional) | Float | User Defined Field of type Float |
udf_float_3 (optional) | Float | User Defined Field of type Float |
udf_float_4 (optional) | Float | User Defined Field of type Float |
udf_date_1 (optional) | Date | User Defined Field of type Date |
udf_date_2 (optional) | Date | User Defined Field of type Date |
udf_date_3 (optional) | Date | User Defined Field of type Date |
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
type (mandatory) | String | The source type related with the lead. The allowed lead source type fields are the following: ADVERTISEMENT, NOTIFICATIONS, COMMUNICATIONS, RECOMMENDED_BY_CONTACT, RECOMMENDED_BY_EMPLOYEE,RECOMMENDED_BY_PARTNER, WEBSITE, OTHER, CUSTOM1, CUSTOM2, CUSTOM3 | |||||||||||||||||||||
name (mandatory on conditions) | String | The source name related with the lead. The allowed lead source name is a free text and applies for the case that a source of type ADVERTISEMENT, WEBSITE, OTHER, CUSTOM1, CUSTOM2, CUSTOM3 From R15.0.0, the name may be automatically provided if it was set up through the lead type. | |||||||||||||||||||||
source_notifications_identifier (mandatory on conditions) | Notification Identifier | The notification related with the source of the lead. The allowed notification identifier fields are the following:
This information is mandatory and applicable if the type is set to NOTIFICATIONS Deprecated from R17.0.0 | |||||||||||||||||||||
source_communications_identifier (mandatory on conditions) | Communication Identifier | The communication related with the source of the lead. The allowed communication identifier fields are the following:
This information is mandatory and applicable if the type is set to COMMUNICATIONS | |||||||||||||||||||||
source_recommended_by_contact_identifier (mandatory on conditions) | Contact Information Identifier | The contact information related with the source of the lead. The allowed contact information identifier fields are the following:
This information is mandatory and applicable if the type is set to RECOMMENDED_BY_CONTACT From R15.0.0, the contact may be automatically provided if it was set up through the lead type. | |||||||||||||||||||||
source_recommended_by_employee_identifier (mandatory on conditions) | User Identifier | The user information related with the source of the lead. The allowed user identifier fields are the following:
This information is mandatory and applicable if the type is set to RECOMMENDED_BY_EMPLOYEE From R15.0.0, the user may be automatically provided if it was set up through the lead type. | |||||||||||||||||||||
source_recommended_by_partner_identifier (mandatory on conditions) | Contact Information Identifier | The contact information representing the partner related with the source of the lead. The allowed contact information identifier fields are the following:
This information is mandatory and applicable if the type is set to RECOMMENDED_BY_PARTNER From R15.0.0, the contact may be automatically provided if it was set up through the lead type. |
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
user_identifier (semi-optional) | User Identifier | The identifier of the user that the assignable entity should be assigned to. The allowed user identifier fields are the following:
| ||||||||||||
business_unit_identifier (semi-optional) | Business Unit Identifier | The identifier of the business unit that the assignable entity should be assigned to. The allowed business unit identifier fields are the following:
Available from CRM.COM R18.0.0 | ||||||||||||
unit_identifier (semi-optional) | Unit Identifier | The identifier of the unit that the assignable entity should be assigned to. The allowed unit identifier fields are the following:
Deprecated from CRM.COM R18.0.0 |
Name | Type | Description | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
competitor_identifier (mandatory) | Competitor Identifier | The identifier of the competitor related with the lead. The allowed competitor identifier fields are the following:
|
Name | Type | Description | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
user_identifier (mandatory) | User Identifier | The identifier of the user related with the lead. The allowed user identifier fields are the following:
|
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
product_identifier (mandatory) | Product Identifier | The identifier of the services related with the lead service. The allowed product identifier fields are the following:
| ||||||||||||
product_type_identifier | Product Type Identifier | The identifier of the services type related with the lead physical good. The allowed services type identifier fields are the following:
| ||||||||||||
product_brand_identifier | Product Brand Identifier | The identifier of the services brand related with the lead physical good. The allowed services brand identifier fields are the following:
| ||||||||||||
product_family_identifier | Product Family Identifier | The identifier of the services family related with the lead physical good. The allowed services family identifier fields are the following:
|
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
product_identifier | Product Identifier | The identifier of the physical good related with the lead physical good. The allowed physical good identifier fields are the following:
| ||||||||||||
product_type_identifier | Product Type Identifier | The identifier of the physical good type related with the lead physical good. The allowed physical good type identifier fields are the following:
| ||||||||||||
product_brand_identifier | Product Brand Identifier | The identifier of the physical good brand related with the lead physical good. The allowed physical good brand identifier fields are the following:
| ||||||||||||
product_family_identifier | Product Family Identifier | The identifier of the physical good family related with the lead physical good. The allowed physical good family identifier fields are the following:
|
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
product_identifier (mandatory) | Product Identifier | The identifier of the products related with the lead. The allowed product identifier fields are the following:
| ||||||||||||
product_type_identifier | Product Type Identifier | The identifier of the product type related with the lead. The allowed services type identifier fields are the following:
| ||||||||||||
product_brand_identifier | Product Brand Identifier | The identifier of the product brand related with the lead. The allowed services brand identifier fields are the following:
| ||||||||||||
product_family_identifier | Product Family Identifier | The identifier of the product family related with the lead. The allowed services family identifier fields are the following:
|
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
subscription_package_identifier | Subscription Package Identifier | The identifier of the subscription package related with the lead subscription package. The allowed subscription package identifier fields are the following:
|
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead |
number | String | The number of the retrieved lead |
contact_email | String | The email address of the contact as specified on the retrieved lead |
contact_phone | String | The phone of the contact as specified on the retrieved lead Available from CRM.COM R11.1.0 |
description | String | The description of the retrieved lead |
life_cycle_state | String | The life cycle state of the retrieved lead which can be PENDING, IN_PROGRESS, LOST, WON, CANCELLED CANCELLED life cycle state available from CRM.COM R11.1.0 |
probability_to_win | Number | The probability to win the retrieved lead which can vary from 0 to 100 |
importance | String | The importance of the retrieved lead, which can be one of the following: IMPORTANCE1, IMPORTANCE2, IMPORTANCE3, IMPORTANCE4, IMPORTANCE5, CUSTOM1, CUSTOM2 , CUSTOM3 |
priority | String | The priority level of the retrieved lead, which can be one of the following: 1, 2, 3, 4, 5, 6 |
target_amount | Number | The amount that is predicted to be gained when winning the retrieved lead |
start_date | Date | The date that the lead is created |
expected_completion_date | Date | The date that the lead is expected to be completed |
actual_completion_date | Date | The date that the lead is actually completed |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
lead_source | Lead Source Object | The source related with the specified lead and lead source type |
Accounts Receivable object | The accounts receivable related with the specified lead | |
contact_information | Contact Information object | The contact information related with the specified lead |
lead_owner | User object | The user who owns the specified lead Available from CRM.COM R15.0.0 |
assigned_to | Assign Object | The assignment information of the retrieved lead |
type | Lead type object | The type information of the retrieved lead |
status | Lead Status object | The status information of the retrieved lead |
lost_reason | Lead Lost Reason Object | The reason that the Lead was lost. |
category | Lead Category object | The category of the retrieved lead |
estimated_completion_time | Time Period Object | The time that is estimated to complete the lead, measured in minutes, hours, days, weeks, years |
time_to_completion | Time Period Object | The time that is left up to the expected completion date |
time_overdue | Time Period Object | The time past the expected completion date |
owned_by_group | Group object | The group that is owning the lead Deprecated from CRM.COM R18.0.0 (replaced with owned_by_business_unit) |
owned_by_business_unit | Business Unit Object | The business unit that is owning the lead Available from CRM.COM R18.0.0 |
privacy_level | Privacy level object | The privacy level of the lead Deprecated from CRM.COM R18.0.0 |
Log Information Object | The log information related with the retrieved lead | |
competitors_set | Set of Lead Competitor Objects | A lists of all possible competitors that can reach the same Lead for the same product/goal. From CRM.COM R18.0.0, competitors are referring to company contact information |
users_set | Set of Lead Users | A list of Users that are set as the team involved with the lead |
products_set | Set of Lead Products Objects | A list of products for which the lead was taken for Available from CRM.COM R14 Up to CRM.COM R17.0.0, products refer only to physical goods and services |
Subscription Package Object | The subscription packages for which the retrieved lead was taken for Available from CRM.COM R14 Deprecated from CRM.COM R18.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead source type |
type | String | The source type of the retrieved lead, which can be: ADVERTISEMENT, NOTIFICATIONS, COMMUNICATIONS, RECOMMENDED_BY_CONTACT, RECOMMENDED_BY_EMPLOYEE, RECOMMENDED_BY_PARTNER, WEBSITE, OTHER, CUSTOM1, CUSTOM2, CUSTOM3 |
name
| String | The lead source name related with the leads that should be returned as a result if the lead source is of one of the following types: ADVERTISEMENT, WEBSITE, OTHER, CUSTOM1, CUSTOM2, CUSTOM3 |
| Notifications Object | The notification information related with the leads of source type NOTIFICATIONS |
Communication Object | The communication information related with the leads of source type COMMUNICATIONS | |
Contact information object | The contact information related with the leads of source type RECOMMENDED_BY_CONTACT | |
User Object | The user information related with the leads of source type RECOMMENDED_BY_EMPLOYEE | |
Contact information object | The contact information related with the leads of source type RECOMMENDED_BY_PARTNER (for now they are the same with the contact, until partner functionality is implemented) |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved notification |
number | String | The number of the retrieved notification |
life_cycle_state | String | The life cycle state of the retrieved notification which can be PENDING, REJECTED or COMPLETED and is calculated dynamically based on the related communication queue entry life cycle state |
contact_information | Contact Information object | The contact information related with the specific notification |
account receivable | Account Receivable object | The account receivable related with the specific notification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
Id | String | The ID of the communication |
number | String | The code of communication |
life_cycle_state | String | The lifecycle state of the retrieved communication which can be DRAFT or COMPLETE |
subject | String | The subject of the retrieved communication |
viewed | Boolean | Defines whether the communication was viewed, or not Available from CRM.COM R12.2.0 |
viewed_on | Date | The date that the communication was viewed Available from CRM.COM R12.2.0 |
contact_information | Contact Information object | The contact information related with the specified communication |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
user | User object | The user which is assigned with the retrieved activity |
business_unit | Business Unit object | The business unit which is assigned with the retrieved activity Available from CRM.COM R18.0.0 |
unit | Unit object | The unit which is assigned with the retrieved activity Deprecated from CRM.COM R18.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved lead type |
name | String | The Name of the retrieved lead type |
alternative_code | String | The Alternative Code of the retrieved lead type |
description | String | The Description of the retrieved lead type |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead status |
name | String | The name of the retrieved lead status |
alternative_code | String | The alternative code of the retrieved lead status |
description | String | A description of the retrieved lead status |
life_cycle_state | String | The life cycle state related with the retrieved lead status. The supported life cycle states are the following: PENDING, IN_PROGRESS, LOST, WON, CANCELLED CANCELLED life cycle state available from CRM.COM R11.1.0 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead lost reason |
name | String | The name of the retrieved lead lost reason |
alternative_code | String | The alternative code of the retrieved lost reason |
description | String | A description of the retrieved lead lost reason |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead category |
name | String | The Name of the retrieved lead category |
code | String | The Code of the retrieved lead category |
description | String | The Description of the retrieved lead category |
parent_id | String | The id of the retrieved category's parent category |
Name | Type | Description |
---|---|---|
time_period_value | Number | The time period value |
time_period_uot | String | The time period unit of time. The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved privacy level |
number | String | The number of the retrieved privacy level |
name | String | The name of the retrieved privacy level |
hierarchy_level | String | The hierarchy level of the retrieved privacy level |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead user |
user | User object | The user which is related with the retrieved lead user |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead competitor Deprecated from CRM.COM R18.0.0 |
company_competitor | Contact Information Object | The company contact information related to the lead competitor Available from CRM.COM R18.0.0 |
competitor | Competitor object | The competitor which is related with the retrieved lead competitor Deprecated from CRM.COM R18.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead competitor |
name | String | The name of the retrieved lead competitor |
description | String | A description of the retrieved lead competitor |
website | String | The website of the retrieved lead competitor |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead service |
product | Product object | The product classified as service which is related with the retrieved lead service |
product_type | Product type object | The product type classified as service which is related with the retrieved lead service |
product_family | Product family object | The product family classified as service which is related with the retrieved lead service |
product_brand | Product brand object | The product brand classified as service which is related with the retrieved lead service |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE |
meter_reading_type | Meter Reading Type | The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rate |
rate_model | String | The price plan rate model which can be one of the following:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | The time period value |
time_period_uot | String | The time period unit of time. The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE |
meter_reading_type | Meter Reading Type | The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product family |
name | String | The Name of the retrieved product family |
code | String | The code of the retrieved product family |
description | String | The Description of the retrieved product family |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product brand |
name | String | The Name of the retrieved product brand |
alternative_code | String | The Alternative Code of the retrieved product brand |
description | String | The Description of the retrieved product brand |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead physical good |
product | Products Object | The product related with the retrieved lead physical good |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE |
meter_reading_type | Meter Reading Type | The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rate |
rate_model | String | The price plan rate model which can be one of the following:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | The time period value |
time_period_uot | String | The time period unit of time. The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved lead subscription package |
subscription_package | Subscription Package Object | The subscription package related with the retrieved lead subscription package |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved subscription type |
name | String | The name of the retrieved subscription type |
alternative_code | String | The alternative code of the retrieved subscription type |
description | String | A description of the retrieved subscription type |
classification | String | The classification of the retrieved subscription type, Flexible or Package Available from CRM.COM R14.0.0 Deprecated from CRM.COM R17.0.0 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Examples
HTTP Method: POST
Request: http://host_name/crmapi/rest/v2/leads/create
Body:
{ "token" : "6DACB1A17F5B87C53729C52EB3C365F3", "contact_email" : "webapi2@test.com", "contact_information" : { "action" : "new", "type" : "PERSON", "first_name" : "Filippos", "last_name" : "Constantinou", "demographics" : { "gender" : "FEMALE", "id_number" : "121212" } }, "probability_to_win" : 58, "importance" : "IMPORTANCE2", "priority" : 3, "type_identifier" : { "name" : "Software Purchase"}, "target_amount" : 58, "status_identifier" : { "name" : "Reach"}, "category_identifier" : { "name" : "Software Purchase"}, "owned_by_group_identifier" : { "name" : "CSR Group"}, "udf_string_5" : "udf_string_5", "start_date" : "2015-02-20T17:28:30", "estimated_completion_time" : { "time_period_value" : 3, "time_period_uot" : "WEEKS" }, "assigned_to" : { "user_identifier" : { "username" : "mpadministrator"} }, "source" : { "type" : "COMMUNICATIONS", "source_communications_identifier" : { "number" : "204"} }, "users_set": [ { "user_identifier" : { "username" : "mariosmtest"} }, { "user_identifier" : { "id" : "018CA08BC267612F6206D85011FFC5D1"} } ], "services_set": [ { "product_identifier" : { "alternative_code" : "SOFA"} }, { "product_identifier" : { "code" : "Adult- Only for Additional"} } ], "competitors_set" : [ { "competitor_identifier" : { "name" : "Competitor 4"} }, { "competitor_identifier" : { "id" : "C671ED66046243565DE5B6B4A1AB5835"} } ], }
Response:
{ "status": { "message": null, "description": null, "code": "OK" }, "data": { "actual_completion_date": null, "services_set": [ { "product_type": null, "id": "4F8DD6FB68E24919A5F8815E7AFD7C33", "product": { "product_type": { "physical_good_type": null, "service_type": "TERMED", "used_for_provisioning": true, "composition_method": "FLAT", "classification": "SERVICES", "name": "Subscription Packages", "id": "BC954969D3172372D498D3BB2BA590A0", "description": "Subscription main packages", "alternative_code": "SP" }, "id": "3FACF409E7E091F96C52318BAD1AEF1C", "description": "Local + Documentaries + Sport", "code": "Local + Documentaries + Sport", "alternative_code": "LDS" } }, { "product_type": { "physical_good_type": null, "service_type": "TERMED", "used_for_provisioning": true, "composition_method": "FLAT", "classification": "SERVICES", "name": "Subscription Packages", "id": "BC954969D3172372D498D3BB2BA590A0", "description": "Subscription main packages", "alternative_code": "SP" }, "id": "C51688C39E7846319B668558F9726FDB", "product": null } ], "target_amount": null, "udf_float_1": null, "udf_float_2": null, "udf_float_3": null, "number": "69", "udf_float_4": null, "competitors_set": [ { "id": "C6B7D2D0F81545D6B886B19D67B0C6EE", "competitor": { "website": "www.competitor1.com", "name": "Competitor 1", "id": "C671ED66046243565DE5B6B4A1AB5835", "description": null } }, { "id": "73F11E40288445F7AB347E11A66ED97D", "competitor": { "website": "www.competitor4.com", "name": "Competitor 4", "id": "4DC59EB406F3C3DFDFAD46AF213BFC97", "description": null } } ], "udf_string_1": null, "udf_string_2": null, "assigned_to": { "unit": { "name": "Admin Unit", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "description": "r1", "alternative_code": "MG" }, "user": { "person_name": "Marios Lannister", "username": "mpadministrator", "id": "1", "email": "mp@ministrator.com" } }, "estimated_completion_time": { "time_period_value": 3, "time_period_uot": "WEEKS" }, "udf_string_3": null, "contact_information": { "last_name": "Constantinou", "life_cycle_state": "MARKETING", "middle_name": null, "company_profile": null, "title": null, "type": "PERSON", "first_name": "Filippos", "name": "Filippos Constantinou", "id": "829CA6CAFFAB434C9E1B3FB72BE3DAB1", "company_name": null, "demographics": { "gender": "FEMALE", "passport_issued_by_country": null, "passport_number": null, "social_security_number": null, "country_of_residence": { "name": "UNITED KINGDOM", "id": "126" }, "industry_sector": null, "date_of_birth": { "month": null, "day": null, "year": null }, "name_day": { "month": null, "day": null }, "id_number": "121212", "id_issued_by_country": null, "industry": null } }, "privacy_level": null, "udf_string_4": null, "udf_string_5": "udf_string_5", "udf_string_6": null, "physical_goods_set": [ ], "udf_string_7": null, "udf_string_8": null, "accounts_receivable": null, "id": "DCD9A08C2A4C421EA00FCF84D0974CCA", "lead_source": { "communication": { "life_cycle_state": "DRAFT", "number": "204", "id": "0316F16B0700688BCF97CCC9661F4141", "contact_information": { "last_name": "Messi", "life_cycle_state": "FINANCIAL", "middle_name": "Andres", "company_profile": null, "title": "Mr", "type": "PERSON", "first_name": "Lionel", "name": null, "id": "0A910B939D30FFC942ECCE4082AF42F8", "company_name": null, "demographics": { "gender": "MALE", "passport_number": "4321", "social_security_number": "12345", "industry_sector": null, "date_of_birth": { "month": 6, "day": 24, "year": 1987 }, "name_day": { "month": 4, "day": 2 }, "id_number": "1234", "industry": null } } }, "type": "COMMUNICATIONS" }, "probability_to_win": null, "priority": 3, "udf_date_1": null, "udf_date_2": null, "udf_date_3": null, "expected_completion_date": "2015-03-13T17:28:30", "udf_date_4": null, "start_date": "2015-02-20T17:28:30", "users_set": [ { "id": "61CC6B0B140149A1A4AD7C57BC2A8FEE", "user": { "person_name": "mm mm", "username": "mariosmtest", "id": "C2730E7C873AB4F5425218BA01378251", "email": null } }, { "id": "97A4844D6A374542AA4BAB46AF599D10", "user": { "person_name": "Super Visor", "username": "supervisor", "id": "018CA08BC267612F6206D85011FFC5D1", "email": "super@visor.com" } } ], "time_overdue": { "time_period_value": 3, "time_period_uot": "DAYS" }, "time_to_completion": { "time_period_value": null, "time_period_uot": null }, "owned_by_group": { "community_name": "CSR Community", "name": "CSR Group", "id": "9F53AE96144CB2F358C38BADE9E2F470", "description": null, "alternative_code": "CSR" }, "log_information": { "updated_date": "2015-03-16T14:32:25", "created_by_unit": { "community_name": "Main Community", "group_name": "Main Group", "name": "Admin Unit", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "description": "r1", "alternative_code": "MG" }, "created_date": "2015-03-16T14:32:14", "updated_by_unit": { "community_name": "Main Community", "group_name": "Main Group", "name": "Admin Unit", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "description": "r1", "alternative_code": "MG" }, "created_by_user": { "person_name": "Marios Lannister", "username": "mpadministrator", "id": "1" }, "updated_by_user": { "person_name": "Marios Lannister", "username": "mpadministrator", "id": "1" } }, "status": { "name": "Reach", "id": "5DA88E4C781244C2CDB0F4F57E2EE875", "description": null, "alternative_code": "R" }, "importance": "IMPORTANCE2", "life_cycle_state": "PENDING", "type": { "name": "Software Purchase", "id": "F60FFE7AAD3F5B9B6E66A42266FA37C4", "description": null, "alternative_code": "SP" }, "description": null, "contact_email": "webapi2@test.com", "category": { "name": "Software Purchase", "id": "C60F332D0B4CB8DD22A0159413951434", "description": null, "code": "SP" }, "lost_reason": null } }
HTTP Method: POST
Request: {{server}}/crmapi/rest/v2/leads/create
Body:
{ "token":"{{token}}", "contact_email" : "webapi@test.com", "contact_information" : { "action" : "new", "type" : "PERSON", "first_name" : "Philip", "last_name" : "Andreou", "demographics" : { "gender" : "MALE", "id_number" : "1252512" } }, "probability_to_win" : 58, "importance" : "IMPORTANCE2", "priority" : 3, "type_identifier" : { "name" : "New Customer"}, "target_amount" : 58, "status_identifier" : { "name" : "Learn"}, "category_identifier" : { "name" : "New Customer"}, "owned_by_group_identifier" : { "name" : "Main Group"}, "udf_string_5" : "udf_string_5", "start_date" : "2018-01-22T17:28:30", "estimated_completion_time" : { "time_period_value" : 3, "time_period_uot" : "WEEKS" }, "assigned_to" : { "user_identifier" : { "username" : "mpadministrator"} }, "source" : { "type" : "COMMUNICATIONS", "source_communications_identifier" : { "number" : "204"} }, "lead_products_set" : [ { "action" : "add", "lead_product_identifier":{ "product_identifier" : { "code" : "123"}} }, { "action" : "add", "lead_product_identifier":{"product_type_identifier" : { "name" : "Additional Services"}} }, { "action" : "add", "lead_product_identifier":{"product_brand_identifier" : { "name" : "Corso Shoes"}} }, { "action" : "add", "lead_product_identifier":{"product_family_identifier" : { "name" : "Channels"}} } ], "subscription_package_identifier": { "name" : "Simple Package"} }
Response:
{ "data": { "target_amount": 58, "contact_phone": null, "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2018-01-22T10:40:25", "updated_date": "2018-01-22T10:40:26", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" }, "created_by_user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" } }, "importance": "IMPORTANCE2", "subscription_package": { "subscription_package": { "alternative_code": "SP", "name": "Simple Package", "description": null, "id": "0015B6F5645F4454A442051E823E3B4D", "classification": "PACKAGE" } }, "lead_source": { "type": "COMMUNICATIONS", "communication": { "viewed_on": null, "number": "204", "subject": "Your Account has an outstanding amount", "viewed": false, "contact_information": { "company_profile": null, "company_name": null, "name": null, "last_name": "Demou", "id": "B7D3E4F8A84C45AD919DB3C3E796BACF", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Panayiota", "demographics": { "name_day": { "month": 8, "day": 15 }, "id_number": "3423", "gender": "FEMALE", "country_of_residence": { "alternative_code": "IRN", "three_character_code": null, "name": "IRAN (ISLAMIC REPUBLIC OF)", "id": "231", "two_character_code": null }, "date_of_birth": { "month": 3, "year": 1991, "day": 29 }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": "67575", "id_issued_by_country": null, "passport_issued_by_country": null } }, "id": "C49AF93D4ABE4550A57CA82892A4FA67", "life_cycle_state": "COMPLETED" } }, "owned_by_group": { "alternative_code": "MG", "community_name": "Community", "name": "Main Group", "description": "Main Group", "id": "1" }, "description": null, "contact_information": { "company_profile": null, "company_name": null, "name": "Philip Andreou", "last_name": "Andreou", "id": "303BB59A9FD84B16AF1F3F7E9A184F55", "life_cycle_state": "MARKETING", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Philip", "demographics": { "name_day": { "month": null, "day": null }, "id_number": "1252512", "gender": "MALE", "country_of_residence": { "alternative_code": "CYP", "three_character_code": "CYP", "name": "CYPRUS", "id": "181", "two_character_code": "CY" }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } }, "type": { "alternative_code": "NC", "name": "New Customer", "description": null, "id": "696C0E5F273B4D548F875F63F9DE77C2" }, "udf_date_2": null, "udf_date_1": null, "products_set": [ { "product_family": null, "product": null, "product_type": null, "id": "4EB3864B2B3447359DEED714215C6A63", "product_brand": { "alternative_code": "CS", "name": "Corso Shoes", "description": null, "id": "5A917782ACA648B3BEAF417D1E64C43F" } }, { "product_family": null, "product": null, "product_type": { "meter_reading_type": null, "service_type": "TERMED", "used_for_provisioning": true, "alternative_code": "AS", "udr_type": null, "composition_method": "FLAT", "name": "Additional Services", "description": null, "id": "C8321F0BCA8A4051857BC35CEEE41555", "classification": "SERVICES", "physical_good_type": null }, "id": "B483DBB222634A57AE413960BAB26442", "product_brand": null }, { "product_family": null, "product": { "code": "123", "product_type": { "meter_reading_type": null, "service_type": null, "used_for_provisioning": true, "alternative_code": "STB", "udr_type": null, "composition_method": "FLAT", "name": "SET TOP BOX", "description": "SET TOP BOX", "id": "E8BA9A6F34A24019A89892D5B3ACD9DF", "classification": "PHYSICALGOODS", "physical_good_type": "TRACEABLE" }, "alternative_code": "1_13", "description": "desc", "id": "99E46901A95B4E31A60BBE67280F2522", "priority_level": null }, "product_type": null, "id": "C8A7A7CDCE9B4310B04D3A320493B267", "product_brand": null }, { "product_family": { "code": "CH", "name": "Channels", "description": null, "id": "5432773B865246E3B10A47CD130183C7" }, "product": null, "product_type": null, "id": "B4867FF0410C4EA99EA919E141F1E610", "product_brand": null } ], "udf_date_4": null, "contact_email": "webapi@test.com", "udf_date_3": null, "number": "128", "udf_float_3": null, "udf_float_4": null, "estimated_completion_time": { "time_period_uot": "WEEKS", "time_period_value": 3 }, "probability_to_win": 58, "id": "A62CF46D154F41E48F0AC77C9EDAC3C2", "udf_float_1": null, "udf_float_2": null, "start_date": "2018-01-22T17:28:30", "assigned_to": { "unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" } }, "udf_string_2": null, "udf_string_3": null, "udf_string_4": null, "actual_completion_date": null, "udf_string_5": "udf_string_5", "privacy_level": null, "users_set": [], "udf_string_1": null, "accounts_receivable": null, "life_cycle_state": "IN_PROGRESS", "priority": 3, "time_to_completion": { "time_period_uot": "WEEKS", "time_period_value": 3 }, "lost_reason": null, "competitors_set": [], "time_overdue": { "time_period_uot": null, "time_period_value": null }, "category": { "code": "NC", "name": "New Customer", "description": null, "id": "35EB799C52F14A8984FE2F397A852A78" }, "udf_string_6": null, "expected_completion_date": "2018-02-12T17:28:30", "udf_string_7": null, "udf_string_8": null, "status": { "alternative_code": "LRN", "name": "Learn", "description": null, "id": "3602BCD537E94C1C925090F97F3A57FD", "life_cycle_state": "IN_PROGRESS" } }, "status": { "code": "OK", "description": "", "message": "" } }
HTTP Method: POST
Request: {{server}}/crmapi/rest/v2/leads/create
Body:
{ "token":"{{token}}", "contact_email" : "webapi@test.com", "contact_information" : { "action" : "new", "type" : "PERSON", "first_name" : "Philip", "last_name" : "Andreou", "demographics" : { "gender" : "MALE", "id_number" : "1252512" } }, "probability_to_win" : 58, "source":{ "type":"OTHER", "name":"test" }, "importance" : "IMPORTANCE2", "priority" : 3, "type_identifier" : { "name" : "3-Play Mall Campaign"}, "target_amount" : 58, "status_identifier" : { "name" : "Reach"}, "category_identifier" : { "name" : "TV Advert"}, "owned_by_group_identifier" : { "name" : "Main Group"}, "udf_string_5" : "udf_string_5", "start_date" : "2015-02-20T17:28:30", "estimated_completion_time" : { "time_period_value" : 3, "time_period_uot" : "WEEKS" }, "assigned_to" : { "user_identifier" : { "username" : "mpadministrator"} } }
Response:
{ "data": { "target_amount": 58, "contact_phone": null, "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2018-01-22T12:50:37", "updated_date": "2018-01-22T12:51:02", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" }, "created_by_user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" } }, "importance": "IMPORTANCE2", "subscription_package": { "subscription_package": { "alternative_code": "BP", "name": "Bronze Package", "description": null, "id": "B9EEF5A97F9F4BE690470CDB3FDA1B8C", "classification": "PACKAGE" } }, "lead_source": { "name": "test", "type": "OTHER" }, "owned_by_group": { "alternative_code": "MG", "community_name": "Community", "name": "Main Group", "description": "Main Group", "id": "1" }, "description": null, "contact_information": { "company_profile": null, "company_name": null, "name": "Philip Andreou", "last_name": "Andreou", "id": "E450408A11E543028A148AE9926AABD4", "life_cycle_state": "MARKETING", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Philip", "demographics": { "name_day": { "month": null, "day": null }, "id_number": "1252512", "gender": "MALE", "country_of_residence": { "alternative_code": "CYP", "three_character_code": "CYP", "name": "CYPRUS", "id": "181", "two_character_code": "CY" }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } }, "type": { "alternative_code": "TPMC", "name": "3-Play Mall Campaign", "description": null, "id": "2783ED2B25B242A78D450A10818FD54F" }, "udf_date_2": null, "udf_date_1": null, "products_set": [ { "product_family": null, "product": null, "product_type": { "meter_reading_type": null, "service_type": "TERMED", "used_for_provisioning": true, "alternative_code": "AS", "udr_type": null, "composition_method": "FLAT", "name": "Additional Services", "description": null, "id": "C8321F0BCA8A4051857BC35CEEE41555", "classification": "SERVICES", "physical_good_type": null }, "id": "88D30AC2ABE34B769931FB530E9A8277", "product_brand": null }, { "product_family": null, "product": null, "product_type": null, "id": "095EBB9EC3FF42B8B48623BC5DA1BA47", "product_brand": { "alternative_code": "CS", "name": "Corso Shoes", "description": null, "id": "5A917782ACA648B3BEAF417D1E64C43F" } }, { "product_family": null, "product": { "code": "Add On Product", "product_type": { "meter_reading_type": null, "service_type": "TERMED", "used_for_provisioning": true, "alternative_code": "AO", "udr_type": null, "composition_method": "FLAT", "name": "Add-ons", "description": "Additional products", "id": "E2324486B2454B56B054ED8129E3A9C0", "classification": "SERVICES", "physical_good_type": null }, "alternative_code": "AOP", "description": "Add On Product of type Add-ons", "id": "2D95D67DB9CA438E93CAD054698AC17F", "priority_level": null }, "product_type": null, "id": "7F3A8CDF17574321AD47EAEBC1DD3F46", "product_brand": null }, { "product_family": null, "product": { "code": "Abstract Physical Good", "product_type": { "meter_reading_type": null, "service_type": null, "used_for_provisioning": true, "alternative_code": "Physical Good", "udr_type": null, "composition_method": "FLAT", "name": "Physical Good", "description": null, "id": "5B6DAF4AD7C94C4D9C3B49950E10B256", "classification": "PHYSICALGOODS", "physical_good_type": "TRACEABLE" }, "alternative_code": "APG", "description": "Abstract Physical Good", "id": "754BEFEB2C324667A869808E1E7A350F", "priority_level": null }, "product_type": null, "id": "9BFDFB209BB645EC99690ED58486C9D8", "product_brand": null } ], "udf_date_4": null, "contact_email": "webapi@test.com", "udf_date_3": null, "number": "132", "udf_float_3": null, "udf_float_4": null, "estimated_completion_time": { "time_period_uot": "WEEKS", "time_period_value": 3 }, "probability_to_win": 58, "id": "5D4919E5C6F54F27ABC37AECFA5FE8AC", "udf_float_1": null, "udf_float_2": null, "start_date": "2015-02-20T17:28:30", "assigned_to": { "unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "user": { "person_name": "CRM COM", "id": "1", "email": null, "username": "MPAdministrator" } }, "udf_string_2": null, "udf_string_3": null, "udf_string_4": null, "actual_completion_date": null, "udf_string_5": "udf_string_5", "privacy_level": null, "users_set": [], "udf_string_1": null, "accounts_receivable": null, "life_cycle_state": "PENDING", "priority": 3, "time_to_completion": { "time_period_uot": "WEEKS", "time_period_value": 3 }, "lost_reason": null, "competitors_set": [ { "competitor": { "website": "Zuora.com", "name": "Zuora", "description": null, "id": "0CC8A3BDCA7B41B78058D0A178390B06" }, "id": "D6A0C981F18642D1B1DBAD040CD5CEE5" }, { "competitor": { "website": null, "name": "MagnaQuest", "description": null, "id": "640A12797E964BFC99F8AF0EA538EEEA" }, "id": "46DCBC25DBD846FFA3598C7B21264B41" }, { "competitor": { "website": "Chargify.com", "name": "Chargify", "description": null, "id": "02376768970343738D736979A1DE0C52" }, "id": "C6AB17DC99214869A811611F51A54871" } ], "time_overdue": { "time_period_uot": "YEARS", "time_period_value": 2.8657534246575342 }, "category": { "code": "TA", "name": "TV Advert", "description": null, "id": "614B3A5B38A942E6A74052C4F4606573" }, "udf_string_6": null, "expected_completion_date": "2015-03-13T17:28:30", "udf_string_7": null, "udf_string_8": null, "status": { "alternative_code": "RCH", "name": "Reach", "description": null, "id": "E9977550B9AA4DB78E08379B0F744E5A", "life_cycle_state": "PENDING" } }, "status": { "code": "OK", "description": "", "message": "" } }
- No labels