Incoming leads

In this section, we will describe all available methods for working with Incoming leads via API

  • Incoming leads is a system stage of the Leads pipeline with additional functionality
  • The purpose of this stage is to accumulate leads from different sources to be analyzed by managers
  • There are 4 categories for Incoming leads: chats, forms, sip (call), and mail
  • Only 2 types of them are available for creation via API: forms and sip
  • Incoming leads of the chats and mail types are added via built-in tools (chats and mail integrations)
  • When adding an Incoming lead, contact data, company data and metadata can be passed (for example: call or form information)
  • Before accepting the Incoming lead, contacts and companies linked to it are unavailable in the Lists section
  • There can’t be 2 identical entities in the Incoming leads. If you attempt to add data that already exists, a tag indicating a duplicate will be added to both of them
  • An Incoming lead can be accepted or declined
  • An Incoming lead of the chat type can also be linked to an existing Lead