CRM — leads og deals

Leads, deals, pipelines og stadier — driv salgstragten fra jeres egne systemer.

Deal

Endpoints

GET	/deals	Henter samlingen af Deal-ressourcer.
POST	/deals	Opretter en Deal-ressource.
GET	/deals/{id}	Henter en Deal-ressource.
PATCH	/deals/{id}	Opdaterer Deal-ressourcen.
DELETE	/deals/{id}	Fjerner Deal-ressourcen.
POST	/deals/{id}/lose	Mark a deal lost.
POST	/deals/{id}/reopen	Reopen a won/lost deal.
POST	/deals/{id}/win	Mark a deal won.

Skemafelter

Felt	Type	Beskrivelse
id	string
title*	string
client*	object
contact	mixed
stage*	object
amountMinor	stringnull
currency	mixed
expectedCloseDate	string,null (date-time)
status	string
closedAt	string,null (date-time)
lostReason	mixed
lostReasonNote	stringnull
owner	mixed
lead	mixed
contract	string,null (iri-reference)
stageHistory	array
createdAt	string (date-time)
updatedAt	string (date-time)

Lead

Endpoints

GET	/leads	Henter samlingen af Lead-ressourcer.
POST	/leads	Opretter en Lead-ressource.
GET	/leads/{id}	Henter en Lead-ressource.
PATCH	/leads/{id}	Opdaterer Lead-ressourcen.
DELETE	/leads/{id}	Fjerner Lead-ressourcen.
POST	/leads/{id}/convert	Convert a qualified lead into a Client + contacts + an open Deal.
POST	/leads/{id}/lose	Mark a lead lost.
POST	/leads/{id}/reopen	Reopen a lost lead.
GET	/leads/dedupe-check	Advisory duplicate check for a prospect — and the import wizard's three buckets.

Skemafelter

Felt	Type	Beskrivelse
id	string
companyName	stringnull

Pipeline

Endpoints

GET	/pipelines	Henter samlingen af Pipeline-ressourcer.
POST	/pipelines	Opretter en Pipeline-ressource.
GET	/pipelines/{id}	Henter en Pipeline-ressource.
PATCH	/pipelines/{id}	Opdaterer Pipeline-ressourcen.
DELETE	/pipelines/{id}	Fjerner Pipeline-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
name*	string
isDefault	boolean
stages	array

Stadie

Endpoints

GET	/stages	Henter samlingen af Stage-ressourcer.
POST	/stages	Opretter en Stage-ressource.
GET	/stages/{id}	Henter en Stage-ressource.
PATCH	/stages/{id}	Opdaterer Stage-ressourcen.
DELETE	/stages/{id}	Fjerner Stage-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
name*	string
position	integer
probability	integer
isWon	boolean
isLost	boolean

Årsag til tabt deal

Endpoints

GET	/deal-lost-reasons	Henter samlingen af DealLostReason-ressourcer.
POST	/deal-lost-reasons	Opretter en DealLostReason-ressource.
GET	/deal-lost-reasons/{id}	Henter en DealLostReason-ressource.
PATCH	/deal-lost-reasons/{id}	Opdaterer DealLostReason-ressourcen.
DELETE	/deal-lost-reasons/{id}	Fjerner DealLostReason-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
label*	string

Deal-stadiehistorik

Endpoints

GET	/deal-stage-histories	Henter samlingen af DealStageHistory-ressourcer.
GET	/deal-stage-histories/{id}	Henter en DealStageHistory-ressource.

Skemafelter

Felt	Type	Beskrivelse
id	string
fromStage	mixed
toStage	mixed
changedAt	string (date-time)
changedBy	mixed

Lead-aktivitet

Endpoints

GET	/lead-activities	Henter samlingen af LeadActivity-ressourcer.
POST	/lead-activities	Opretter en LeadActivity-ressource.
GET	/lead-activities/{id}	Henter en LeadActivity-ressource.
PATCH	/lead-activities/{id}	Opdaterer LeadActivity-ressourcen.
DELETE	/lead-activities/{id}	Fjerner LeadActivity-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
lead*	string (iri-reference)
contact	string,null (iri-reference)
type*	string
channel	stringnull
occurredAt*	string (date-time)
body	stringnull
externalId	stringnull
threadId	stringnull
fromMailbox	stringnull

Lead-kontakt

Endpoints

GET	/lead-contacts	Henter samlingen af LeadContact-ressourcer.
POST	/lead-contacts	Opretter en LeadContact-ressource.
GET	/lead-contacts/{id}	Henter en LeadContact-ressource.
PATCH	/lead-contacts/{id}	Opdaterer LeadContact-ressourcen.
DELETE	/lead-contacts/{id}	Fjerner LeadContact-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
name*	string
email	stringnull
phone	stringnull
linkedinUrl	stringnull
role	stringnull
isPrimary	boolean

Lead-liste

Endpoints

GET	/lead-lists	Henter samlingen af LeadList-ressourcer.
POST	/lead-lists	Opretter en LeadList-ressource.
GET	/lead-lists/{id}	Henter en LeadList-ressource.
PATCH	/lead-lists/{id}	Opdaterer LeadList-ressourcen.
DELETE	/lead-lists/{id}	Fjerner LeadList-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
name*	string
description	stringnull
owner	string,null (iri-reference)
channel	stringnull
status	string
segment	stringnull
memberships	array

Lead-listemedlemskab

Endpoints

GET	/lead-list-memberships	Henter samlingen af LeadListMembership-ressourcer.
POST	/lead-list-memberships	Opretter en LeadListMembership-ressource.
GET	/lead-list-memberships/{id}	Henter en LeadListMembership-ressource.
PATCH	/lead-list-memberships/{id}	Opdaterer LeadListMembership-ressourcen.
DELETE	/lead-list-memberships/{id}	Fjerner LeadListMembership-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
list*	object
lead*	string (iri-reference)
status	string
addedAt	string (date-time)
lastContactedAt	string,null (date-time)

Årsag til tabt lead

Endpoints

GET	/lead-lost-reasons	Henter samlingen af LeadLostReason-ressourcer.
POST	/lead-lost-reasons	Opretter en LeadLostReason-ressource.
GET	/lead-lost-reasons/{id}	Henter en LeadLostReason-ressource.
PATCH	/lead-lost-reasons/{id}	Opdaterer LeadLostReason-ressourcen.
DELETE	/lead-lost-reasons/{id}	Fjerner LeadLostReason-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
label*	string

Lead-stadie

Endpoints

GET	/lead-stages	Henter samlingen af LeadStage-ressourcer.
POST	/lead-stages	Opretter en LeadStage-ressource.
GET	/lead-stages/{id}	Henter en LeadStage-ressource.
PATCH	/lead-stages/{id}	Opdaterer LeadStage-ressourcen.
DELETE	/lead-stages/{id}	Fjerner LeadStage-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
id	string
label*	string
position	integer	Sort key only — ties are legitimate and broken by label (see class docblock).

Lead-stadiehistorik

Endpoints

GET	/lead-stage-histories	Henter samlingen af LeadStageHistory-ressourcer.
GET	/lead-stage-histories/{id}	Henter en LeadStageHistory-ressource.

Skemafelter

Felt	Type	Beskrivelse
id	string
lead	string (iri-reference)
fromStage	string,null (iri-reference)
toStage	string,null (iri-reference)
changedAt	string (date-time)
changedBy	string,null (iri-reference)

CRM-note

Endpoints

GET	/crm-notes	Henter samlingen af CrmNote-ressourcer.
POST	/crm-notes	Opretter en CrmNote-ressource.
GET	/crm-notes/{id}	Henter en CrmNote-ressource.
PATCH	/crm-notes/{id}	Opdaterer CrmNote-ressourcen.
DELETE	/crm-notes/{id}	Fjerner CrmNote-ressourcen.

Skemafelter

Felt	Type	Beskrivelse
body*	string
lead	string,null (iri-reference)
deal	string,null (iri-reference)

PipeDrive-lead

Endpoints

GET	/pipe-drive-leads	Henter samlingen af PipeDriveLead-ressourcer.
GET	/pipe-drive-leads/summary	Henter samlingen af PipeDriveLead-ressourcer.

Skemafelter

Felt	Type	Beskrivelse
id	string
type	string
title	string