CRM — leads och affärer

Leads, affärer, pipelines och steg — driv säljtratten från era egna system.

Affär

Endpoints

GET	/deals	Hämtar samlingen av Deal-resurser.
POST	/deals	Skapar en Deal-resurs.
GET	/deals/{id}	Hämtar en Deal-resurs.
PATCH	/deals/{id}	Uppdaterar Deal-resursen.
DELETE	/deals/{id}	Tar bort Deal-resursen.
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-fält

Fält	Typ	Beskrivning
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	Hämtar samlingen av Lead-resurser.
POST	/leads	Skapar en Lead-resurs.
GET	/leads/{id}	Hämtar en Lead-resurs.
PATCH	/leads/{id}	Uppdaterar Lead-resursen.
DELETE	/leads/{id}	Tar bort Lead-resursen.
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-fält

Fält	Typ	Beskrivning
id	string
companyName	stringnull

Pipeline

Endpoints

GET	/pipelines	Hämtar samlingen av Pipeline-resurser.
POST	/pipelines	Skapar en Pipeline-resurs.
GET	/pipelines/{id}	Hämtar en Pipeline-resurs.
PATCH	/pipelines/{id}	Uppdaterar Pipeline-resursen.
DELETE	/pipelines/{id}	Tar bort Pipeline-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
name*	string
isDefault	boolean
stages	array

Steg

Endpoints

GET	/stages	Hämtar samlingen av Stage-resurser.
POST	/stages	Skapar en Stage-resurs.
GET	/stages/{id}	Hämtar en Stage-resurs.
PATCH	/stages/{id}	Uppdaterar Stage-resursen.
DELETE	/stages/{id}	Tar bort Stage-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
name*	string
position	integer
probability	integer
isWon	boolean
isLost	boolean

Anledning till förlorad affär

Endpoints

GET	/deal-lost-reasons	Hämtar samlingen av DealLostReason-resurser.
POST	/deal-lost-reasons	Skapar en DealLostReason-resurs.
GET	/deal-lost-reasons/{id}	Hämtar en DealLostReason-resurs.
PATCH	/deal-lost-reasons/{id}	Uppdaterar DealLostReason-resursen.
DELETE	/deal-lost-reasons/{id}	Tar bort DealLostReason-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
label*	string

Historik för affärssteg

Endpoints

GET	/deal-stage-histories	Hämtar samlingen av DealStageHistory-resurser.
GET	/deal-stage-histories/{id}	Hämtar en DealStageHistory-resurs.

Schema-fält

Fält	Typ	Beskrivning
id	string
fromStage	mixed
toStage	mixed
changedAt	string (date-time)
changedBy	mixed

Leadaktivitet

Endpoints

GET	/lead-activities	Hämtar samlingen av LeadActivity-resurser.
POST	/lead-activities	Skapar en LeadActivity-resurs.
GET	/lead-activities/{id}	Hämtar en LeadActivity-resurs.
PATCH	/lead-activities/{id}	Uppdaterar LeadActivity-resursen.
DELETE	/lead-activities/{id}	Tar bort LeadActivity-resursen.

Schema-fält

Fält	Typ	Beskrivning
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

Leadkontakt

Endpoints

GET	/lead-contacts	Hämtar samlingen av LeadContact-resurser.
POST	/lead-contacts	Skapar en LeadContact-resurs.
GET	/lead-contacts/{id}	Hämtar en LeadContact-resurs.
PATCH	/lead-contacts/{id}	Uppdaterar LeadContact-resursen.
DELETE	/lead-contacts/{id}	Tar bort LeadContact-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
name*	string
email	stringnull
phone	stringnull
linkedinUrl	stringnull
role	stringnull
isPrimary	boolean

Leadlista

Endpoints

GET	/lead-lists	Hämtar samlingen av LeadList-resurser.
POST	/lead-lists	Skapar en LeadList-resurs.
GET	/lead-lists/{id}	Hämtar en LeadList-resurs.
PATCH	/lead-lists/{id}	Uppdaterar LeadList-resursen.
DELETE	/lead-lists/{id}	Tar bort LeadList-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
name*	string
description	stringnull
owner	string,null (iri-reference)
channel	stringnull
status	string
segment	stringnull
memberships	array

Medlemskap i leadlista

Endpoints

GET	/lead-list-memberships	Hämtar samlingen av LeadListMembership-resurser.
POST	/lead-list-memberships	Skapar en LeadListMembership-resurs.
GET	/lead-list-memberships/{id}	Hämtar en LeadListMembership-resurs.
PATCH	/lead-list-memberships/{id}	Uppdaterar LeadListMembership-resursen.
DELETE	/lead-list-memberships/{id}	Tar bort LeadListMembership-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
list*	object
lead*	string (iri-reference)
status	string
addedAt	string (date-time)
lastContactedAt	string,null (date-time)

Anledning till förlorad lead

Endpoints

GET	/lead-lost-reasons	Hämtar samlingen av LeadLostReason-resurser.
POST	/lead-lost-reasons	Skapar en LeadLostReason-resurs.
GET	/lead-lost-reasons/{id}	Hämtar en LeadLostReason-resurs.
PATCH	/lead-lost-reasons/{id}	Uppdaterar LeadLostReason-resursen.
DELETE	/lead-lost-reasons/{id}	Tar bort LeadLostReason-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
label*	string

Leadsteg

Endpoints

GET	/lead-stages	Hämtar samlingen av LeadStage-resurser.
POST	/lead-stages	Skapar en LeadStage-resurs.
GET	/lead-stages/{id}	Hämtar en LeadStage-resurs.
PATCH	/lead-stages/{id}	Uppdaterar LeadStage-resursen.
DELETE	/lead-stages/{id}	Tar bort LeadStage-resursen.

Schema-fält

Fält	Typ	Beskrivning
id	string
label*	string
position	integer	Sort key only — ties are legitimate and broken by label (see class docblock).

Historik för leadsteg

Endpoints

GET	/lead-stage-histories	Hämtar samlingen av LeadStageHistory-resurser.
GET	/lead-stage-histories/{id}	Hämtar en LeadStageHistory-resurs.

Schema-fält

Fält	Typ	Beskrivning
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-anteckning

Endpoints

GET	/crm-notes	Hämtar samlingen av CrmNote-resurser.
POST	/crm-notes	Skapar en CrmNote-resurs.
GET	/crm-notes/{id}	Hämtar en CrmNote-resurs.
PATCH	/crm-notes/{id}	Uppdaterar CrmNote-resursen.
DELETE	/crm-notes/{id}	Tar bort CrmNote-resursen.

Schema-fält

Fält	Typ	Beskrivning
body*	string
lead	string,null (iri-reference)
deal	string,null (iri-reference)

PipeDrive-lead

Endpoints

GET	/pipe-drive-leads	Hämtar samlingen av PipeDriveLead-resurser.
GET	/pipe-drive-leads/summary	Hämtar samlingen av PipeDriveLead-resurser.

Schema-fält

Fält	Typ	Beskrivning
id	string
type	string
title	string