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