Topics
Create lead API Documentation
This documentation provides a guide on how to use the create lead API, which allows you to assign a import a new lead via any source using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-website-contacts
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| name | string | The customer name. | No |
| string | The customer email. | No | |
| countrycode | string | Country code like (91). | Yes |
| mobileno | string | The customer mobile number with or without country code acceptable. | Yes |
| feedback | string | Customer feedback note can be add. | No |
| source | string | Source of the lead. | Yes |
| company_name | string | The customer company name. | No |
| staff_name | string | The lead will be assign to agent name. | No |
| date_of_birth | string | The customer dob | No |
| purpose | string | The lead purpose | No |
| status | string | The lead status | No |
| department | string | replace with the department(Staff auto assign option on the basis of department vise) | No |
| {Additional fields} | string | Create new additional field or update value to existing data | No |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-website-contacts?token=gl_8ee******&name=Te***&countrycode=91&mobileno=985*******&source=Test
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "Lead Added Successfully."
}
Error Response
1.To check the mobile is valid
{
"status": "fail",
"message": "The mobileno must be between 8 and 14 digits."
}
2.To check the parameters is valid
{
"status": "fail",
"message": "Please check the parameters."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].
Create Task API Documentation
This documentation provides a guide on how to use the create a new task, which allows you to create a new task to CRM using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-task-creation-api
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| name | string | To identify the task. | Yes |
| description | string | Brief description about new task. | No |
| countrycode | string | To identify which lead under the task. | No |
| mobile_no | string | To identify which lead under the task | No |
| string | To identify which lead under the task. | No | |
| comment | string | Comments. | No |
| task_category_id | string | Which category (1:Normal task,2:call task). | No |
| scheduled_date | string | The date which the task scheduled. | No |
| assigned_to | string | The assigned_to to which the agent should be assigned. | No |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-task-creation-api?token=gl_8ee******&name=Te***&task_category_id=1&assigned_to=Ajay
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "Task Added Successfully."
}
Error Response
{
"status": "error",
"message": "Please check the parameters."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].
Create Note API Documentation
This documentation provides a guide on how to use the create a note, which allows you to create a note to lead using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-note-creation-api
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| note | string | To create a new note | Yes |
| countrycode | string | To identify which lead under the note. | Yes |
| mobile_no | string | To identify which lead under the note | Yes |
| string | To identify which lead under the note. | No |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-note-creation-api?token=gl_8e*****&countrycode=91&mobile_no=98959***56¬e=This is testing note***
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "Note Added Successfully."
}
Error Response
Invalid lead details passed
{
"status": "error",
"message": "Enquiry Not Found."
}
Invalid parameters passed
{
"status": "error",
"message": "Please check the parameters."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].
Status change API Documentation
This documentation provides a guide on how to change the status of the lead using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-status-change-api
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| status | string | To identify the status of the lead | Yes |
| countrycode | string | To identify which lead under the note. | Yes |
| mobile_no | string | To identify which lead under the note | Yes |
| string | To identify which lead under the note. | No |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-status-change-api?token=gl_8e*****&countrycode=91&mobile_no=98959***56&status=Te***
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "Note Added Successfully."
}
Error Response
Invalid lead details passed
{
"status": "error",
"message": "Enquiry Not Found."
}
Invalid parameters passed
{
"status": "error",
"message": "Please check the parameters."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].
Create Deal API Documentation
This documentation provides a guide on how to use the create a new deal, which allows you to create a new deal to CRM using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-deal-creation-api
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| mobile | string | To identify which lead under the deal | Yes |
| status | string | To identify deal status. | Yes |
| deal name | string | To identify the deal name. | No |
| countrycode | string | country code. | No |
| staff_name | string | Deal agent. | No |
| deal_amount | integer | Deal amount. | No |
| start_date | string | Deal start estimated time.(format:YYYY-MM-DDD) | No |
| end_date | string | Deal end estimated time.(format:YYYY-MM-DDD) | No |
| deal_note | string | Deal note | No |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-task-creation-api?token=gl_8ee******&name=Te***&task_category_id=1&assigned_to=Ajay
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "Task Added Successfully."
}
Error Response
{
"status": "error",
"message": "Please check the parameters."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].
Assign to Department API Documentation
This documentation provides a guide on how to use the Assign to Department API, which allows you to assign a source number to a specific department using the POST method.
API Endpoint
https://app.getleadcrm.com/api/gl-department-vise-agent-assign/{token}
Request Method
POST
Request Parameters
| Parameter | Type | Description | Required |
|---|---|---|---|
| token | string | The token in which we got from the getlead. | Yes |
| SourceNumber | string | The source number to be assigned. | Yes |
| department | string | The department to which the source number should be assigned. | Yes |
To get token
- Click on your profile dropdown and then click Settings
- In the Getlead setting menu, click GL Connect.
- Then Click on the API menu.
- In the API page, click Show / generate token button
- Copy the token from the popup
- Paste the API Parementer accordingly.
Example Request
https://app.getleadcrm.com/api/gl-department-vise-agent-assign/gl_a9a5ed112f********?SourceNumber=4234*******&department=******
Response Format
The API will return a JSON object containing the status of the assignment and a message.
Success Response
{
"status": "success",
"message": "The source number has been assigned to the specified department."
}
Error Response
{
"status": "error",
"message": "Error description (e.g., missing parameters, invalid department, etc.)."
}
Support
If you have any questions or require assistance, please contact our support team at [email protected].