Lead Generation Integration with Sales Management Module
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": []
}
}
}
