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Understanding Lead Gen & CRM Open API Methods: Lead

Article: 000050889
Updated: September 25, 2024

A reference source for Lead Gen & CRM's lead-specific API methods

Lead Gen & CRM has a distinct API organization. This article will detail the methods listed within the Lead Gen & CRM API, related to Leads.


Article Contents


Users:
Administrators 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  

 

Additional API Information

This article provides specific method content about Lead Gen & CRM's API. However, given the size and scope of the API, information is broken up and is contained in different articles. Each article focuses on a specific function of Lead Gen & CRM's API. Additional API information can be found in the following articles:


 

Lead
 

createLeads

Specifies a list of Lead objects to be created in Lead Gen & CRM. Every lead object is a hash-keyed by the system name of the lead field. If you wish to push custom fields, first use the getFields API method in order to retrieve a list of custom fields. In order to set a custom field for a lead, use the field's systemName attribute as the key.

This method accepts up to 500 lead objects per call. However, in instances with a great deal of of custom field data being passed, it is better to separate the requests into smaller, more manageable calls to improve performance. 250 lead objects should be used in those cases.
 
Params Name Type  Is Required  

objects

 list<lead> Required 
       
Return
Data
Name Type    

creates

 list<createResult> 

 

deleteLeads

Specifies a list of leads to be deleted in Lead Gen & CRM by ID.
 
Params Name Type  Is Required  

objects

 list<id> Required 
       
Return
Data
Name Type    

deletes

 list<deleteResult> 

 

getLead 

Retrieves a single Lead by its ID.
 
Params Name Type  Is Required  

id

 int Required 
       
Return
Data
Name Type    
leads 

list<Lead>

 

 

getLeads

Retrieves a list of Leads given a WHERE clause, or retrieves all Leads if WHERE clause is empty. If a list is used in the parameters, then non-list parameters will be ignored. A maximum of 500 leads will be returned with list ID being selected first. If FIELDS is specified, only the fields requested will be returned.
 
Params Name Type  Is Required  
where 

hash

Required: none
Optional: id, list<id>, emailAddress, list<emailAddress>

 Required 

limit

 int Optional  

offset

 int  Optional  

fields

 list<systemName>  Optional  
       
Return
Data
Name Type    

leads

 list<Lead> 

 

getLeadsDateRange

Retrieves a list of Leads that have been either created or updated between two timestamps. Timestamps must be specified in Y-m-d H:i:s format. If FIELDS is specified, only the fields requested will be returned.
 
Params Name Type  Is Required  
startDate 

timestamp

 Required 
endDate 

timestamp 

 Required  
timestamp 

string

Required: create, update
Optional: none

 Required  
fields 

list<systemName> 

 Optional  
       
Return
Data
Name Type    

leads

 list<Lead>    

 

subscribeToLeadUpdates

Subscribes a URL to receive real-time lead updates. Lead Gen & CRM will POST a list of updated leads whenever leads are updated in the application.
 
Params Name Type  Is Required  
url 

string

 Required 
       
Return
Data
Name Type    
success 

boolean

 

 

updateLeads

Specifies a list of Lead objects to be updated in Lead Gen & CRM. Every lead object is a hash-keyed by the system name of the lead field. If you wish to push custom fields, first use the getFields API method in order to retrieve a list of custom fields. In order to set a custom field for a lead, use the field's systemName attribute as the key.
 
Params Name Type  Is Required  
objects 

list<lead>

 Required 
       
Return
Data
Name Type    
updates 

list<updateResult>

 

 

updateLeadsV2

Specifies a list of Lead objects to be updated in Lead Gen & CRM. Every lead object is a hash-keyed by the system name of the lead field. If you wish to push custom fields, first use the getFields API method in order to retrieve a list of custom fields. In order to set a custom field for a lead, use the field's systemName attribute as the key. This differs from updateLeads in that it returns error code 404 if the lead ID does not exist or the lead ID is not provided and the lead email does not exist.
 
Params Name Type  Is Required  

objects

 list<lead> Required 
       
Return
Data
Name Type    

updates

 list<updateResult> 

 


 

eventHistory
 

logCalls

Logs calls with leads. The timestamp must be specified in Y-m-d H:i:s format.
 
Params Name Type  Is Required  

objects

 list<CallLog> Required 
       
Return
Data
Name Type    

success

 boolean 

 



leadListMembership
 

getLeadListMemberships

Gets the list IDs for each member ID. Maximum of 100 leads per request.
 
Params Name Type  Is Required  

memberIDs

 list<MemberID> Required 
       
Return
Data
Name Type    

getWhereIns

 list<ListID> 

 



leadTimeline
 

getLeadTimeline 

Gets lead event history. Can be filtered by providing constraints. Possible values for eventSource parameter:

   •   emailOpened             •   formSubmit
   •   emailVisit                   •   importantPageVisit
  
Params Name Type  Is Required  
where 

hash

Required: whoID
Optional: eventName, eventSource, whatType, createTimestamp, whoID

 Required  
       
Return
Data
Name Type    

leadTimeline

 list<Event> 

 

 


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