convertLeads-methode - vergelijking
Doel
Leads omzetten in potentieel, account en contactpersoon.
Aanvraag-URL
Versie 1.0:
https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=AuthToken&scope=crmapi&leadId=entity Id&xmlData=POTENTIALXMLDATA
Versie 2.0:
URL: https://www.zohoapis.com/crm/v2/Leads/{record_id}/actions/convert
Methode: POST
Hoofdtekst van aanvraag: de inhoud van een record in JSON-indeling.
Header: Authorization=Zoho-oauthtoken {oauth_token}
Aanvraagparameters
| Versie 1.0 | Versie 2.0 |
|---|---|
| authtoken=**** | Authorization=Zoho-oauthtoken ***** - als een Header. |
| scope=crmapi | n.v.t. |
| ID | De ID moet in de aanvraag-URL worden opgegeven. |
Voorbeeld-API-aanvraag:
| Aanvraag in versie 1.0 | Aanvraag in versie 2.0 |
|---|---|
| https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=***&id=1386586000002574001&xmlData=<Potentials> <row no="1"> <option val="createPotential">true</option> <option val="assignTo">sample@zoho.com</option> <option val="notifyLeadOwner">true</option> <option val="notifyNewEntityOwner">true</option> </row> <row no="2"> <FL val="Potential Name">Samplepotential</FL> <FL val="Closing Date">12/21/2009</FL> <FL val="Potential Stage">Closed Won</FL> <FL val="Contact Role">Purchasing</FL> <FL val="Amount">3432.23</FL> <FL val="Probability">100</FL> </row> </Potentials> | https://www.zohoapis.com/crm/v2/Leads/{record_id}/actions/convert Body: { "data": [ { "overwrite": true, "notify_lead_owner": true, "notify_new_entity_owner": true, "Accounts": "1386586000000753001", "Contacts": "1386586000000599023", "assign_to": "1386586000000105001", "Deals": { "Campaign_Source": "1386586000000803001", "Deal_Name": "Potential_Name1", "Closing_Date": "2016-02-18", "Stage": "Stage0", "Amount": 56.6 } } ] } |
Let op:
- 1386586000000753001 is de account-ID
- 1386586000000599023 is de contactpersoon-ID
- 1386586000000105001 is de gebruikers-ID
- 1386586000000803001 is de campagne-ID
Voorbeeldantwoorden:
| Antwoord in versie 1.0 | Antwoord in versie 2.0 |
|---|---|
| <?xml version="1.0" encoding="UTF-8" ?> <success> <Contact param="id">1386586000002579015</Contact> <Potential param="id">1386586000002579018</Potential> </success> | { "data": [ { "Contacts":"1386586000000599023", "Deals":"1386586000002577051", "Accounts":"1386586000000753001", } ] } |