CRM — leads & deals
Leads, deals, pipelines en fases — stuur de salesfunnel aan vanuit je eigen systemen.
Deal
Endpoints
| GET | /deals | Haalt de verzameling Deal-resources op. |
| POST | /deals | Maakt een Deal-resource aan. |
| GET | /deals/{id} | Haalt een Deal-resource op. |
| PATCH | /deals/{id} | Werkt de Deal-resource bij. |
| DELETE | /deals/{id} | Verwijdert de Deal-resource. |
| 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. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| 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 | Haalt de verzameling Lead-resources op. |
| POST | /leads | Maakt een Lead-resource aan. |
| GET | /leads/{id} | Haalt een Lead-resource op. |
| PATCH | /leads/{id} | Werkt de Lead-resource bij. |
| DELETE | /leads/{id} | Verwijdert de Lead-resource. |
| 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. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| companyName | stringnull |
Pipeline
Endpoints
| GET | /pipelines | Haalt de verzameling Pipeline-resources op. |
| POST | /pipelines | Maakt een Pipeline-resource aan. |
| GET | /pipelines/{id} | Haalt een Pipeline-resource op. |
| PATCH | /pipelines/{id} | Werkt de Pipeline-resource bij. |
| DELETE | /pipelines/{id} | Verwijdert de Pipeline-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| name* | string | |
| isDefault | boolean | |
| stages | array |
Fase
Endpoints
| GET | /stages | Haalt de verzameling Stage-resources op. |
| POST | /stages | Maakt een Stage-resource aan. |
| GET | /stages/{id} | Haalt een Stage-resource op. |
| PATCH | /stages/{id} | Werkt de Stage-resource bij. |
| DELETE | /stages/{id} | Verwijdert de Stage-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| name* | string | |
| position | integer | |
| probability | integer | |
| isWon | boolean | |
| isLost | boolean |
Reden verloren deal
Endpoints
| GET | /deal-lost-reasons | Haalt de verzameling DealLostReason-resources op. |
| POST | /deal-lost-reasons | Maakt een DealLostReason-resource aan. |
| GET | /deal-lost-reasons/{id} | Haalt een DealLostReason-resource op. |
| PATCH | /deal-lost-reasons/{id} | Werkt de DealLostReason-resource bij. |
| DELETE | /deal-lost-reasons/{id} | Verwijdert de DealLostReason-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| label* | string |
Fasegeschiedenis deal
Endpoints
| GET | /deal-stage-histories | Haalt de verzameling DealStageHistory-resources op. |
| GET | /deal-stage-histories/{id} | Haalt een DealStageHistory-resource op. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| fromStage | mixed | |
| toStage | mixed | |
| changedAt | string (date-time) | |
| changedBy | mixed |
Lead-activiteit
Endpoints
| GET | /lead-activities | Haalt de verzameling LeadActivity-resources op. |
| POST | /lead-activities | Maakt een LeadActivity-resource aan. |
| GET | /lead-activities/{id} | Haalt een LeadActivity-resource op. |
| PATCH | /lead-activities/{id} | Werkt de LeadActivity-resource bij. |
| DELETE | /lead-activities/{id} | Verwijdert de LeadActivity-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| 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 |
Leadcontact
Endpoints
| GET | /lead-contacts | Haalt de verzameling LeadContact-resources op. |
| POST | /lead-contacts | Maakt een LeadContact-resource aan. |
| GET | /lead-contacts/{id} | Haalt een LeadContact-resource op. |
| PATCH | /lead-contacts/{id} | Werkt de LeadContact-resource bij. |
| DELETE | /lead-contacts/{id} | Verwijdert de LeadContact-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| name* | string | |
| stringnull | ||
| phone | stringnull | |
| linkedinUrl | stringnull | |
| role | stringnull | |
| isPrimary | boolean |
Leadlijst
Endpoints
| GET | /lead-lists | Haalt de verzameling LeadList-resources op. |
| POST | /lead-lists | Maakt een LeadList-resource aan. |
| GET | /lead-lists/{id} | Haalt een LeadList-resource op. |
| PATCH | /lead-lists/{id} | Werkt de LeadList-resource bij. |
| DELETE | /lead-lists/{id} | Verwijdert de LeadList-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| name* | string | |
| description | stringnull | |
| owner | string,null (iri-reference) | |
| channel | stringnull | |
| status | string | |
| segment | stringnull | |
| memberships | array |
Lidmaatschap leadlijst
Endpoints
| GET | /lead-list-memberships | Haalt de verzameling LeadListMembership-resources op. |
| POST | /lead-list-memberships | Maakt een LeadListMembership-resource aan. |
| GET | /lead-list-memberships/{id} | Haalt een LeadListMembership-resource op. |
| PATCH | /lead-list-memberships/{id} | Werkt de LeadListMembership-resource bij. |
| DELETE | /lead-list-memberships/{id} | Verwijdert de LeadListMembership-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| list* | object | |
| lead* | string (iri-reference) | |
| status | string | |
| addedAt | string (date-time) | |
| lastContactedAt | string,null (date-time) |
Reden verloren lead
Endpoints
| GET | /lead-lost-reasons | Haalt de verzameling LeadLostReason-resources op. |
| POST | /lead-lost-reasons | Maakt een LeadLostReason-resource aan. |
| GET | /lead-lost-reasons/{id} | Haalt een LeadLostReason-resource op. |
| PATCH | /lead-lost-reasons/{id} | Werkt de LeadLostReason-resource bij. |
| DELETE | /lead-lost-reasons/{id} | Verwijdert de LeadLostReason-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| label* | string |
Leadfase
Endpoints
| GET | /lead-stages | Haalt de verzameling LeadStage-resources op. |
| POST | /lead-stages | Maakt een LeadStage-resource aan. |
| GET | /lead-stages/{id} | Haalt een LeadStage-resource op. |
| PATCH | /lead-stages/{id} | Werkt de LeadStage-resource bij. |
| DELETE | /lead-stages/{id} | Verwijdert de LeadStage-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| label* | string | |
| position | integer | Sort key only — ties are legitimate and broken by label (see class docblock). |
Fasegeschiedenis lead
Endpoints
| GET | /lead-stage-histories | Haalt de verzameling LeadStageHistory-resources op. |
| GET | /lead-stage-histories/{id} | Haalt een LeadStageHistory-resource op. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| 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-notitie
Endpoints
| GET | /crm-notes | Haalt de verzameling CrmNote-resources op. |
| POST | /crm-notes | Maakt een CrmNote-resource aan. |
| GET | /crm-notes/{id} | Haalt een CrmNote-resource op. |
| PATCH | /crm-notes/{id} | Werkt de CrmNote-resource bij. |
| DELETE | /crm-notes/{id} | Verwijdert de CrmNote-resource. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| body* | string | |
| lead | string,null (iri-reference) | |
| deal | string,null (iri-reference) |
PipeDrive-lead
Endpoints
| GET | /pipe-drive-leads | Haalt de verzameling PipeDriveLead-resources op. |
| GET | /pipe-drive-leads/summary | Haalt de verzameling PipeDriveLead-resources op. |
Schema-velden
| Veld | Type | Beschrijving |
|---|---|---|
| id | string | |
| type | string | |
| title | string |