The Lead object

Attributes

id string

Unique identifier for the object.

created_at string

ISO 8601 timestamp of when the object was created.

updated_at string

ISO 8601 timestamp of when the object was last updated.

lead_name string
company_name string
email_id string
lead_owner string

Default: __user

status string

Default: Lead

salutation string
gender string
customer string
image string
phone string
mobile_no string
fax string
type string
market_segment string
industry string
request_type string
company string
website string
territory string
unsubscribed boolean

Default: false

blog_subscriber boolean

Default: false

title string
language string
first_name string
middle_name string
last_name string
no_of_employees string
whatsapp_no string
phone_ext string
qualified_by string
qualified_on string
qualification_status string
job_title string
annual_revenue number
disabled boolean

Default: false

city string
state string
country string
utm_content string
utm_source string
utm_medium string
utm_campaign string
The Lead object
{
  "id": "lead_abc123",
  "created_at": "2024-01-15T09: 30: 00Z",
  "updated_at": "2024-01-15T09: 30: 00Z",
  "lead_name": "lead_name_example",
  "company_name": "Example Corp",
  "email_id": "[email protected]",
  "lead_owner": "__user",
  "status": "Lead",
  "salutation": "salutation_example",
  "gender": "gender_example",
  "customer": "customer_example",
  "image": "image_example",
  "phone": "phone_example",
  "mobile_no": "mobile_no_example",
  "fax": "fax_example",
  "type": "type_example",
  "market_segment": "market_segment_example",
  "industry": "industry_example",
  "request_type": "request_type_example",
  "company": "Example Corp",
  "website": "website_example",
  "territory": "territory_example",
  "unsubscribed": false,
  "blog_subscriber": false,
  "title": "title_example",
  "language": "language_example",
  "first_name": "first_name_example",
  "middle_name": "middle_name_example",
  "last_name": "last_name_example",
  "no_of_employees": "no_of_employees_example",
  "whatsapp_no": "whatsapp_no_example",
  "phone_ext": "phone_ext_example",
  "qualified_by": "qualified_by_example",
  "qualified_on": "qualified_on_example",
  "qualification_status": "qualification_status_example",
  "job_title": "job_title_example",
  "annual_revenue": 0,
  "disabled": false,
  "city": "city_example",
  "state": "state_example",
  "country": "country_example",
  "utm_content": "utm_content_example",
  "utm_source": "utm_source_example",
  "utm_medium": "utm_medium_example",
  "utm_campaign": "utm_campaign_example"
}
GET /api/crm/lead/{id}

Retrieve a lead

Retrieves the details of an existing lead. Supply the unique lead ID that was returned from a previous request.

Path parameters

id string required

The identifier of the lead to retrieve.

Returns

Returns the lead object if a valid identifier was provided.

GET /api/crm/lead/{id}
curl https://api.overplane.dev/api/crm/lead/lead_abc123 \
  -H "Authorization: Bearer sk_test_..."
Response
{
  "id": "lead_abc123",
  "created_at": "2024-01-15T09: 30: 00Z",
  "updated_at": "2024-01-15T09: 30: 00Z",
  "lead_name": "lead_name_example",
  "company_name": "Example Corp",
  "email_id": "[email protected]",
  "lead_owner": "__user",
  "status": "Lead",
  "salutation": "salutation_example",
  "gender": "gender_example",
  "customer": "customer_example",
  "image": "image_example",
  "phone": "phone_example",
  "mobile_no": "mobile_no_example",
  "fax": "fax_example",
  "type": "type_example",
  "market_segment": "market_segment_example",
  "industry": "industry_example",
  "request_type": "request_type_example",
  "company": "Example Corp",
  "website": "website_example",
  "territory": "territory_example",
  "unsubscribed": false,
  "blog_subscriber": false,
  "title": "title_example",
  "language": "language_example",
  "first_name": "first_name_example",
  "middle_name": "middle_name_example",
  "last_name": "last_name_example",
  "no_of_employees": "no_of_employees_example",
  "whatsapp_no": "whatsapp_no_example",
  "phone_ext": "phone_ext_example",
  "qualified_by": "qualified_by_example",
  "qualified_on": "qualified_on_example",
  "qualification_status": "qualification_status_example",
  "job_title": "job_title_example",
  "annual_revenue": 0,
  "disabled": false,
  "city": "city_example",
  "state": "state_example",
  "country": "country_example",
  "utm_content": "utm_content_example",
  "utm_source": "utm_source_example",
  "utm_medium": "utm_medium_example",
  "utm_campaign": "utm_campaign_example"
}
GET /api/crm/lead

List all leads

Returns a list of leads. The results are sorted by creation date, with the most recently created appearing first.

Query parameters

limit integer

Maximum number of objects to return. Default: 20.

offset integer

Number of objects to skip for pagination. Default: 0.

Returns

A paginated list of lead objects.

GET /api/crm/lead
curl https://api.overplane.dev/api/crm/lead \
  -H "Authorization: Bearer sk_test_..."
Response
{
  "data": [
    {
      "id": "lead_abc123",
      "created_at": "2024-01-15T09: 30: 00Z",
      "updated_at": "2024-01-15T09: 30: 00Z",
      "lead_name": "lead_name_example",
      "company_name": "Example Corp",
      "email_id": "[email protected]",
      "lead_owner": "__user",
      "status": "Lead",
      "salutation": "salutation_example",
      "gender": "gender_example",
      "customer": "customer_example",
      "image": "image_example",
      "phone": "phone_example",
      "mobile_no": "mobile_no_example",
      "fax": "fax_example",
      "type": "type_example",
      "market_segment": "market_segment_example",
      "industry": "industry_example",
      "request_type": "request_type_example",
      "company": "Example Corp",
      "website": "website_example",
      "territory": "territory_example",
      "unsubscribed": false,
      "blog_subscriber": false,
      "title": "title_example",
      "language": "language_example",
      "first_name": "first_name_example",
      "middle_name": "middle_name_example",
      "last_name": "last_name_example",
      "no_of_employees": "no_of_employees_example",
      "whatsapp_no": "whatsapp_no_example",
      "phone_ext": "phone_ext_example",
      "qualified_by": "qualified_by_example",
      "qualified_on": "qualified_on_example",
      "qualification_status": "qualification_status_example",
      "job_title": "job_title_example",
      "annual_revenue": 0,
      "disabled": false,
      "city": "city_example",
      "state": "state_example",
      "country": "country_example",
      "utm_content": "utm_content_example",
      "utm_source": "utm_source_example",
      "utm_medium": "utm_medium_example",
      "utm_campaign": "utm_campaign_example"
    }
  ],
  "has_more": false,
  "total": 1
}
POST /api/crm/lead

Create a lead

Creates a new lead object.

Body parameters

lead_name string
company_name string
email_id string
lead_owner string

Default: __user

status string

Default: Lead

salutation string
gender string
customer string
image string
phone string
mobile_no string
fax string
type string
market_segment string
industry string
request_type string
company string
website string
territory string
unsubscribed boolean

Default: false

blog_subscriber boolean

Default: false

title string
language string
first_name string
middle_name string
last_name string
no_of_employees string
whatsapp_no string
phone_ext string
qualified_by string
qualified_on string
qualification_status string
job_title string
annual_revenue number
disabled boolean

Default: false

city string
state string
country string
utm_content string
utm_source string
utm_medium string
utm_campaign string

Returns

Returns the newly created lead object if the call succeeded.

POST /api/crm/lead
curl https://api.overplane.dev/api/crm/lead \
  -H "Authorization: Bearer sk_test_..." \
  -X POST \
  -H "Content-Type: application/json"
Response
{
  "id": "lead_abc123",
  "created_at": "2024-01-15T09: 30: 00Z",
  "updated_at": "2024-01-15T09: 30: 00Z",
  "lead_name": "lead_name_example",
  "company_name": "Example Corp",
  "email_id": "[email protected]",
  "lead_owner": "__user",
  "status": "Lead",
  "salutation": "salutation_example",
  "gender": "gender_example",
  "customer": "customer_example",
  "image": "image_example",
  "phone": "phone_example",
  "mobile_no": "mobile_no_example",
  "fax": "fax_example",
  "type": "type_example",
  "market_segment": "market_segment_example",
  "industry": "industry_example",
  "request_type": "request_type_example",
  "company": "Example Corp",
  "website": "website_example",
  "territory": "territory_example",
  "unsubscribed": false,
  "blog_subscriber": false,
  "title": "title_example",
  "language": "language_example",
  "first_name": "first_name_example",
  "middle_name": "middle_name_example",
  "last_name": "last_name_example",
  "no_of_employees": "no_of_employees_example",
  "whatsapp_no": "whatsapp_no_example",
  "phone_ext": "phone_ext_example",
  "qualified_by": "qualified_by_example",
  "qualified_on": "qualified_on_example",
  "qualification_status": "qualification_status_example",
  "job_title": "job_title_example",
  "annual_revenue": 0,
  "disabled": false,
  "city": "city_example",
  "state": "state_example",
  "country": "country_example",
  "utm_content": "utm_content_example",
  "utm_source": "utm_source_example",
  "utm_medium": "utm_medium_example",
  "utm_campaign": "utm_campaign_example"
}
PATCH /api/crm/lead/{id}

Update a lead

Updates the specified lead by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Path parameters

id string required

The identifier of the lead to update.

Body parameters

lead_name string
company_name string
email_id string
lead_owner string

Default: __user

status string

Default: Lead

salutation string
gender string
customer string
image string
phone string
mobile_no string
fax string
type string
market_segment string
industry string
request_type string
company string
website string
territory string
unsubscribed boolean

Default: false

blog_subscriber boolean

Default: false

title string
language string
first_name string
middle_name string
last_name string
no_of_employees string
whatsapp_no string
phone_ext string
qualified_by string
qualified_on string
qualification_status string
job_title string
annual_revenue number
disabled boolean

Default: false

city string
state string
country string
utm_content string
utm_source string
utm_medium string
utm_campaign string

Returns

Returns the updated lead object.

PATCH /api/crm/lead/{id}
curl https://api.overplane.dev/api/crm/lead/lead_abc123 \
  -H "Authorization: Bearer sk_test_..." \
  -X PATCH \
  -H "Content-Type: application/json" \
  -d '{"lead_name":"lead_name_example","company_name":"Example Corp"}'
Response
{
  "id": "lead_abc123",
  "created_at": "2024-01-15T09: 30: 00Z",
  "updated_at": "2024-01-15T09: 30: 00Z",
  "lead_name": "lead_name_example",
  "company_name": "Example Corp",
  "email_id": "[email protected]",
  "lead_owner": "__user",
  "status": "Lead",
  "salutation": "salutation_example",
  "gender": "gender_example",
  "customer": "customer_example",
  "image": "image_example",
  "phone": "phone_example",
  "mobile_no": "mobile_no_example",
  "fax": "fax_example",
  "type": "type_example",
  "market_segment": "market_segment_example",
  "industry": "industry_example",
  "request_type": "request_type_example",
  "company": "Example Corp",
  "website": "website_example",
  "territory": "territory_example",
  "unsubscribed": false,
  "blog_subscriber": false,
  "title": "title_example",
  "language": "language_example",
  "first_name": "first_name_example",
  "middle_name": "middle_name_example",
  "last_name": "last_name_example",
  "no_of_employees": "no_of_employees_example",
  "whatsapp_no": "whatsapp_no_example",
  "phone_ext": "phone_ext_example",
  "qualified_by": "qualified_by_example",
  "qualified_on": "qualified_on_example",
  "qualification_status": "qualification_status_example",
  "job_title": "job_title_example",
  "annual_revenue": 0,
  "disabled": false,
  "city": "city_example",
  "state": "state_example",
  "country": "country_example",
  "utm_content": "utm_content_example",
  "utm_source": "utm_source_example",
  "utm_medium": "utm_medium_example",
  "utm_campaign": "utm_campaign_example"
}
DELETE /api/crm/lead/{id}

Delete a lead

Permanently deletes a lead. This cannot be undone.

Path parameters

id string required

The identifier of the lead to delete.

Returns

Returns a confirmation that the lead has been deleted.

DELETE /api/crm/lead/{id}
curl https://api.overplane.dev/api/crm/lead/lead_abc123 \
  -H "Authorization: Bearer sk_test_..." \
  -X DELETE
Response
{
  "id": "lead_abc123",
  "deleted": true
}