CRM Service Documentation

Example Request:
https://jason.apogeegate.com/aicore/backbone/service?ai_login_id=apiuser&ai_login_password=APIuser123&ai_command=create_lead&first_name=John&last_name=Doe&address=123 Test Street&city=Test City&state=Test State&zip=97303&country=Test Country&phone=132-123-1234&followup_date=2010-01-01 12:00:00&besttime=Morning&status=1
&priority=Warm&email=example@example.com&govt_id=100-10-1000&source=example.com&tag_append=prospect,new&notes=[{"status":"Message","Notes":"test"},{"status":"Email","Notes":"example@example.com"}]

Example Response:
https://yourwebsitedomain.com?status=0&status_message=Lead Creation Successful&lead_id=1001

Name	Type	Required	Example
`first_name`	String	N	`John` First name of lead
`last_name`	String	N	`Doe` Last name of lead
`company`	String	N	`Example Company` Company of lead
`address`	String	N	`123 Test Street` Lead address
`address_2`	String	N	`123rd Ave` Lead address second line
`city`	String	N	`Test City` Lead city
`state`	String	N	`Test State` Lead state
`zip`	Integer	N	`97303` Lead Postal Code
`country`	String	N	`Test Country` Lead Country
`phone`	String	N	`132-123-1234` Lead Phone Number
`cell`	String	N	`321-321-4321` Lead Mobile Number
`ok_to_text`	String	N	`Y/N` OK to text this lead?
`fax`	String	N	`213-213-4231` Lead Fax Number
`skype`	String	N	`johnsmith100` Lead Skype Username
`ip`	String	N	`123.123.123.123` Lead IP Address
`followup_date`	DateTime	N	`2010-01-01 12:00:00` Next follow up date for lead
`besttime`	String	N	`Morning` Best time to follow up with lead
`status`	Integer	N	`1` Comment this to direct them to the status TE page TODO
`priority`	String	N	`Warm` How important the lead is
`custom_status`	Integer	N	`0` Comment this to direct them to the custom status TE page http://jason.apogeegate.com/aicore/backbone/lead_management_custom_statuses
`gmt_offset`	Integer	N	`-1000` Lead's time zone
`email`	String	N	`example@example.com` Lead Email address
`admin_notes`	String	N	`Note text for admins` Notes viewable by admins
`govt_id`	Integer	N	`100-10-1000` Lead government id
`source`	String	N	`example.com` Lead source
`sub_id`	String	N	`10` Affiliate sub id
`sub_id2`	String	N	`11` Second Affiliate sub id
`external_id`	String	N	`100` Lead external id
`birth_date`	Date	N	`1980-01-31` Lead's date of birth (YYYY-MM-DD or MM-DD)
`insert_conflict`	String	N	`Error` There are 4 types of conflict resolution Error(default) will just have any conflicts return an error message, overwrite will just overwrite any conflicts with the new data, update will update the data that is conflicting with the insert, and duplicate which will just make a new row
`notes`	JSON Encoded String	N	`[{"Status":"Message","Notes":"test"},{"Status":"Email","Notes":"example@example.com"}]` Each note needs a status and the content of the notes
`tags`	String	N	`tag1,tag2,tag3` This will add a set of tags to the lead
`ownerID`	String	N	`12` The userID of the user by which this lead will be owned
`pool`	String	N	`billmore` A Pool Name to which this lead belongs

API Service Documentation

Command: `create_lead`

Request

Response

Name	Type	Example
`status`	Integer	`0`
`status_message`	String	`Lead Creation Successful`
`lead_id`	Integer	`1001`

API Service Documentation

Command: create_lead

Request

Response

Command: `create_lead`