CRM

Create a lead

Files an unqualified enquiry in the lead inbox — a name, a company and a way to reach them, before anybody has decided it is a real opportunity. The contact details are kept as they arrived and are copied forward, never synced back, when the lead is converted. The lead inbox is OFF for most organisations: if it is off here this tool says so and the answer is an ordinary deal instead. It becomes yours and appears in the CRM immediately, so confirm the details with the user first.

post/api/v1/rest/crm/leads

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/leads
  • Auth: HTTP bearer

Headers

X-Tenant-Idstring uuid

The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.

Request body

titlestring required

What the enquiry is about, as it should read in the list.

contact_namestring

The person who got in touch.

companystring

Their organisation, as they gave it. Not matched against the anagrafica.

emailstring
phonestring
sourcestring

Where it came from — «sito», «passaparola», «fiera». Free text.

amountnumber

Expected value in the tenant’s currency. Omit when nobody has said.

expected_close_datestring

When it might close, YYYY-MM-DD. Optional on a lead; required once it becomes a deal.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.