CRM — lead e trattative

Lead, trattative, pipeline e fasi — gestisci il funnel di vendita dai tuoi sistemi.

Trattativa

Endpoint

GET	/deals	Recupera la raccolta di risorse Deal.
POST	/deals	Crea una risorsa Deal.
GET	/deals/{id}	Recupera una risorsa Deal.
PATCH	/deals/{id}	Aggiorna la risorsa Deal.
DELETE	/deals/{id}	Rimuove la risorsa Deal.
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.

Campi schema

Campo	Tipo	Descrizione
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

Endpoint

GET	/leads	Recupera la raccolta di risorse Lead.
POST	/leads	Crea una risorsa Lead.
GET	/leads/{id}	Recupera una risorsa Lead.
PATCH	/leads/{id}	Aggiorna la risorsa Lead.
DELETE	/leads/{id}	Rimuove la risorsa Lead.
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.

Campi schema

Campo	Tipo	Descrizione
id	string
companyName	stringnull

Pipeline

Endpoint

GET	/pipelines	Recupera la raccolta di risorse Pipeline.
POST	/pipelines	Crea una risorsa Pipeline.
GET	/pipelines/{id}	Recupera una risorsa Pipeline.
PATCH	/pipelines/{id}	Aggiorna la risorsa Pipeline.
DELETE	/pipelines/{id}	Rimuove la risorsa Pipeline.

Campi schema

Campo	Tipo	Descrizione
id	string
name*	string
isDefault	boolean
stages	array

Fase

Endpoint

GET	/stages	Recupera la raccolta di risorse Stage.
POST	/stages	Crea una risorsa Stage.
GET	/stages/{id}	Recupera una risorsa Stage.
PATCH	/stages/{id}	Aggiorna la risorsa Stage.
DELETE	/stages/{id}	Rimuove la risorsa Stage.

Campi schema

Campo	Tipo	Descrizione
id	string
name*	string
position	integer
probability	integer
isWon	boolean
isLost	boolean

Motivo perdita trattativa

Endpoint

GET	/deal-lost-reasons	Recupera la raccolta di risorse DealLostReason.
POST	/deal-lost-reasons	Crea una risorsa DealLostReason.
GET	/deal-lost-reasons/{id}	Recupera una risorsa DealLostReason.
PATCH	/deal-lost-reasons/{id}	Aggiorna la risorsa DealLostReason.
DELETE	/deal-lost-reasons/{id}	Rimuove la risorsa DealLostReason.

Campi schema

Campo	Tipo	Descrizione
id	string
label*	string

Cronologia fasi trattativa

Endpoint

GET	/deal-stage-histories	Recupera la raccolta di risorse DealStageHistory.
GET	/deal-stage-histories/{id}	Recupera una risorsa DealStageHistory.

Campi schema

Campo	Tipo	Descrizione
id	string
fromStage	mixed
toStage	mixed
changedAt	string (date-time)
changedBy	mixed

Attività lead

Endpoint

GET	/lead-activities	Recupera la raccolta di risorse LeadActivity.
POST	/lead-activities	Crea una risorsa LeadActivity.
GET	/lead-activities/{id}	Recupera una risorsa LeadActivity.
PATCH	/lead-activities/{id}	Aggiorna la risorsa LeadActivity.
DELETE	/lead-activities/{id}	Rimuove la risorsa LeadActivity.

Campi schema

Campo	Tipo	Descrizione
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

Contatto lead

Endpoint

GET	/lead-contacts	Recupera la raccolta di risorse LeadContact.
POST	/lead-contacts	Crea una risorsa LeadContact.
GET	/lead-contacts/{id}	Recupera una risorsa LeadContact.
PATCH	/lead-contacts/{id}	Aggiorna la risorsa LeadContact.
DELETE	/lead-contacts/{id}	Rimuove la risorsa LeadContact.

Campi schema

Campo	Tipo	Descrizione
id	string
name*	string
email	stringnull
phone	stringnull
linkedinUrl	stringnull
role	stringnull
isPrimary	boolean

Lista lead

Endpoint

GET	/lead-lists	Recupera la raccolta di risorse LeadList.
POST	/lead-lists	Crea una risorsa LeadList.
GET	/lead-lists/{id}	Recupera una risorsa LeadList.
PATCH	/lead-lists/{id}	Aggiorna la risorsa LeadList.
DELETE	/lead-lists/{id}	Rimuove la risorsa LeadList.

Campi schema

Campo	Tipo	Descrizione
id	string
name*	string
description	stringnull
owner	string,null (iri-reference)
channel	stringnull
status	string
segment	stringnull
memberships	array

Appartenenza a lista lead

Endpoint

GET	/lead-list-memberships	Recupera la raccolta di risorse LeadListMembership.
POST	/lead-list-memberships	Crea una risorsa LeadListMembership.
GET	/lead-list-memberships/{id}	Recupera una risorsa LeadListMembership.
PATCH	/lead-list-memberships/{id}	Aggiorna la risorsa LeadListMembership.
DELETE	/lead-list-memberships/{id}	Rimuove la risorsa LeadListMembership.

Campi schema

Campo	Tipo	Descrizione
id	string
list*	object
lead*	string (iri-reference)
status	string
addedAt	string (date-time)
lastContactedAt	string,null (date-time)

Motivo perdita lead

Endpoint

GET	/lead-lost-reasons	Recupera la raccolta di risorse LeadLostReason.
POST	/lead-lost-reasons	Crea una risorsa LeadLostReason.
GET	/lead-lost-reasons/{id}	Recupera una risorsa LeadLostReason.
PATCH	/lead-lost-reasons/{id}	Aggiorna la risorsa LeadLostReason.
DELETE	/lead-lost-reasons/{id}	Rimuove la risorsa LeadLostReason.

Campi schema

Campo	Tipo	Descrizione
id	string
label*	string

Fase lead

Endpoint

GET	/lead-stages	Recupera la raccolta di risorse LeadStage.
POST	/lead-stages	Crea una risorsa LeadStage.
GET	/lead-stages/{id}	Recupera una risorsa LeadStage.
PATCH	/lead-stages/{id}	Aggiorna la risorsa LeadStage.
DELETE	/lead-stages/{id}	Rimuove la risorsa LeadStage.

Campi schema

Campo	Tipo	Descrizione
id	string
label*	string
position	integer	Sort key only — ties are legitimate and broken by label (see class docblock).

Cronologia fasi lead

Endpoint

GET	/lead-stage-histories	Recupera la raccolta di risorse LeadStageHistory.
GET	/lead-stage-histories/{id}	Recupera una risorsa LeadStageHistory.

Campi schema

Campo	Tipo	Descrizione
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)

Nota CRM

Endpoint

GET	/crm-notes	Recupera la raccolta di risorse CrmNote.
POST	/crm-notes	Crea una risorsa CrmNote.
GET	/crm-notes/{id}	Recupera una risorsa CrmNote.
PATCH	/crm-notes/{id}	Aggiorna la risorsa CrmNote.
DELETE	/crm-notes/{id}	Rimuove la risorsa CrmNote.

Campi schema

Campo	Tipo	Descrizione
body*	string
lead	string,null (iri-reference)
deal	string,null (iri-reference)

Lead PipeDrive

Endpoint

GET	/pipe-drive-leads	Recupera la raccolta di risorse PipeDriveLead.
GET	/pipe-drive-leads/summary	Recupera la raccolta di risorse PipeDriveLead.

Campi schema

Campo	Tipo	Descrizione
id	string
type	string
title	string