Lead Generation Integration with Sales Management Module


Anand

2022-01-12 11:41:59


We have Integrated Lead Generation Platforms with StrategicERP for Getting Leads Marked as BOOKED in Customer Details Form in Sales Management Module

Below API needs to integrate at Lead Generation Panel.

URL:- https://<cloudnumber>.strategicerpcloud.com/strategicerp/pages/salesapisintegration.jsp?cloudcode={cloudcode}.

Response:-
{
    "Status": "Record Added"
}

Request body:-

{
    "lead_id": 3388,
    "lead": {
        "first_name": "Shravan ",
        "last_name": "Kumar Konda",
        "phone": "+919704224989",
        "email": "sravankumar.j15@gmail.com",
        "active": true
    },
    "event": "lead_booked",
    "payload": {
        "last_contact_attempted_at": null,
        "last_contacted_at": null,
        "last_sales_attempted_at": null,
        "last_sales_contacted_at": "2021-05-22T07:27:36.256Z",
        "_id": "5ff5cb227b9344761e049a31",
        "active": "active",
        "age": null,
        "analytics": null,
        "answered_outbound_phone": "918048892539",
        "block_incoming_call": false,
        "bulk_upload": true,
        "call_info": {
            "last_answered_call": {},
            "last_call_note": {}
        },
        "campaigns": [
            {
                "name": "Existing ERP Database",
                "id": "5fed68f9a6bbc934a3afb9f7",
                "medium_type": "ApiClient",
                "medium_value": "bulk_upload",
                "source": "ivr_number",
                "sub_source": "IVR Number",
                "when": "2020/12/01 18:30:00 +0000",
                "form_id": null,
                "mcid": null,
                "uuid": null,
                "suid": null,
                "rule_id": null,
                "project_id": null,
                "routing_request_id": null,
                "forced_assigment": null
            },
            {
                "name": "Existing ERP Database",
                "id": "5fed68f9a6bbc934a3afb9f7",
                "medium_type": "ApiClient",
                "medium_value": "bulk_upload",
                "source": "ivr_number",
                "sub_source": "Hoardings",
                "when": "2020/11/21 00:00:00 +0000",
                "form_id": null,
                "mcid": null,
                "uuid": null,
                "suid": null,
                "rule_id": null,
                "project_id": null,
                "routing_request_id": null,
                "forced_assigment": null
            }
        ],
        "channel_partner_id": null,
        "client_id": "5fe34e914443ae5e75056fb7",
        "created_at": "2020-12-03T18:30:00.000Z",
        "currently_in": "sales",
        "deleted_at": null,
        "first_name": "Shravan ",
        "ga_id": [],
        "hjid": null,
        "hotness": 42,
        "initiate_ctc": false,
        "ivr_number": null,
        "last_acted_on": null,
        "last_contact": "2021-05-22T07:27:36.256Z",
        "last_contacted_attempted_at": null,
        "last_name": "Kumar Konda",
        "last_seen_at": null,
        "last_ui_data": {
            "call": null,
            "note": "he will getback if he is interested"
        },
        "lead_id": 3388,
        "lead_type": null,
        "loans_lead_id": "",
        "married": "false",
        "missed_outbound_phones": {},
        "mixpanel_id": "4a6d1d36-eba9-41bc-9b72-e70bac0e61d2",
        "new_l_noti": false,
        "note_info": {},
        "nri": false,
        "phone_verified": false,
        "primary_email": "sravankumar.j15@gmail.com",
        "primary_phone": "+919704224989",
        "purpose": "buyer",
        "quality": null,
        "received_from": {
            "project_id": "5ff95fc94443ae2b29be8f1b, 5fed5f8da6bbc944bb5abd60, 5fed6125a6bbc97858a876bf"
        },
        "sales_id": "5fe9874fa6bbc9140ae80f2b",
        "salutation": null,
        "secondary_phones": [
            "+918919642168"
        ],
        "secondary_sale_ids": [
            "5fe987a0a6bbc90cbd296fae"
        ],
        "sex": null,
        "stage": "booked",
        "stage_change_reason": "possession_mismatch",
        "status": null,
        "system_created_tags": [
            "Existing ERP Database",
            "ivr_number",
            "IVR Number",
            "bulk_upload",
            "Hoardings"
        ],
        "tasks": {
            "new_lead": {
                "c": 0,
                "d": "Make first contact",
                "dd": null
            },
            "untouched_lead": {
                "c": 0,
                "d": "Establish contact",
                "dd": null
            },
            "call_later": {
                "c": 0,
                "d": "The customer was busy when you called",
                "dd": null
            },
            "missed_call": {
                "c": 0,
                "d": "You missed a call",
                "dd": null
            },
            "call_feedback": {
                "c": -1,
                "d": "Few calls are pending feedback",
                "dd": null
            },
            "followup_reminder": {
                "c": 0,
                "d": "Upcoming followup",
                "dd": "2021/06/24 05:30:00 +0000"
            },
            "pending_followup": {
                "c": 0,
                "d": "You didn't followup ",
                "dd": null
            },
            "unscheduled": {
                "c": 0,
                "d": "No activity scheduled",
                "dd": null
            },
            "site_visit_feedback": {
                "c": 0,
                "d": "how was the site visit?",
                "dd": null
            },
            "confirm_site_visit": {
                "c": 0,
                "d": "Confirm the site visit",
                "dd": null
            },
            "schedule_site_visit": {
                "c": 0,
                "d": "Drive the customer for a site visit",
                "dd": null
            },
            "site_visit_reminder": {
                "c": 1,
                "d": "Upcoming site visit",
                "dd": "2021/04/03 06:04:00 +0000"
            },
            "unread_email": {
                "c": 0,
                "d": "You have unread email(s)",
                "dd": null
            },
            "send_brochure": {
                "c": 0,
                "d": "send a brochure",
                "dd": null
            },
            "send_quote": {
                "c": 0,
                "d": "send a price quote",
                "dd": null
            },
            "update_requirements": {
                "c": 0,
                "d": "Add requirements",
                "dd": null
            },
            "update_project": {
                "c": 0,
                "d": "update interested project",
                "dd": null
            },
            "revive_activity": {
                "c": 0,
                "d": "revive activity with lead",
                "dd": null
            },
            "pending_tasks": {
                "c": 0,
                "d": "You have pending task(s)",
                "dd": null
            }
        },
        "time_zone": "Asia/Calcutta",
        "transferred_from": null,
        "updated_at": "2021-11-05T07:38:39.085Z",
        "user_created_tags": [
            "Sitebranding"
        ],
        "validated_from_ui": true,
        "workflow_hotness": "5fe34f194443ae30219f4589",
        "campaign_responses": [
            {
                "c_extn": null,
                "cl": "5fe34e914443ae5e75056fb7",
                "cm": "5fed68f9a6bbc934a3afb9f7",
                "created_at": "2020-12-03T18:30:00.000+00:00",
                "cwday": "3",
                "day": "6",
                "hour": "20",
                "is_new": true,
                "l": "5ff5cb227b9344761e049a31",
                "l_crm_id": "3388",
                "m_t": "ApiClient",
                "m_v": "bulk_upload",
                "mcid": null,
                "month": "1",
                "project_id": null,
                "r_id": null,
                "s": "ivr_number",
                "ss": "IVR Number",
                "suid": null,
                "uuid": null,
                "week": "1",
                "year": "2021",
                "campaign_name": "Existing ERP Database"
            },
            {
                "c_extn": null,
                "cl": "5fe34e914443ae5e75056fb7",
                "cm": "5fed68f9a6bbc934a3afb9f7",
                "created_at": "2020-11-21T00:00:00.000+00:00",
                "cwday": "3",
                "day": "12",
                "hour": "17",
                "is_new": false,
                "l": "5ff5cb227b9344761e049a31",
                "l_crm_id": "3388",
                "m_t": "ApiClient",
                "m_v": "bulk_upload",
                "mcid": null,
                "month": "5",
                "project_id": null,
                "r_id": null,
                "s": "ivr_number",
                "ss": "Hoardings",
                "suid": null,
                "uuid": null,
                "week": "19",
                "year": "2021",
                "campaign_name": "Existing ERP Database"
            }
        ],
        "secondary_emails": [],
        "recieved_on": "2020-12-03T18:30:00.000Z",
        "last_updated_on": "2021-11-05T07:38:39.085Z",
        "sales_name": "Venkatesh Oruganti",
        "last_stage_changed_on": 1636097921,
        "interested_properties_name": [
            "Vertex Viraat",
            "Vertex Premio",
            "Vertex Pristine"
        ],
        "gender": "",
        "tags": [
            "Sitebranding"
        ],
        "generated_from": "Existing ERP Database",
        "meta": {
            "next_followup_scheduled_on": null,
            "next_site_visit_scheduled_on": null,
            "total_answered_calls": 2,
            "total_calls_duration": 146,
            "total_incoming_answered_calls": 0,
            "total_incoming_calls": 0,
            "total_incoming_calls_duration": 0,
            "total_incoming_not_answered_calls": 0,
            "total_not_answered_calls": 0,
            "total_outgoing_answered_calls": 2,
            "total_outgoing_calls": 2,
            "total_outgoing_calls_duration": 146,
            "total_outgoing_not_answered_calls": 0
        },
        "requirement": {
            "min_budget": null,
            "max_budget": null,
            "bhk": [],
            "min_possession": [],
            "max_possession": [],
            "property_type": [],
            "locations": [],
            "purpose": "end_use",
            "interested_in_resale": null,
            "property_purpose": []
        }
    }
}