CRM

Leads, contacts and everything that organises them.

All paths below are relative to https://api.leadx.in/api/key/protected. Every request needs an apikey header — see Authentication.

Leads

Deletes are soft (isDeleted) and go through DELETE /lead with ids in the body — there is no DELETE /lead/:id. See the Leads guide.

Method	Endpoint	Description
GET	/lead	List leads
POST	/lead	Create a lead
PUT	/lead	Update many leads
DELETE	/lead	Delete leads (soft)
GET	/lead/:id	Get one lead
PUT	/lead/:id	Update lead
POST	/lead/bulk	Create up to 500 leads in one request
GET	/lead/import	List imports
POST	/lead/import	Create an import from an uploaded file
DELETE	/lead/import	Delete imports
GET	/lead/import/:id	Get one import with progress
PUT	/lead/import/:id	Update or resume an import
POST	/lead/lead-gen-ai	Start an AI lead-generation run

Contacts

Same shape as leads. See the Contacts guide.

Method	Endpoint	Description
GET	/contact	List contacts
POST	/contact	Create a contact
PUT	/contact	Update many contacts
DELETE	/contact	Delete contacts (soft)
GET	/contact/:id	Get one contact
PUT	/contact/:id	Update contact
POST	/contact/bulk	Create up to 500 contacts in one request
GET	/contact/import	List imports
POST	/contact/import	Create an import from an uploaded file
DELETE	/contact/import	Delete imports
GET	/contact/import/:id	Get one import with progress
PUT	/contact/import/:id	Update or resume an import

Contact categories

Method	Endpoint	Description
GET	/contact-category	Get all contact category
POST	/contact-category	Create contact category
GET	/contact-category/:id	Get contact category
PUT	/contact-category/:id	Update contact category

Tags

Method	Endpoint	Description
GET	/tag	Get all tag
POST	/tag	Create tag
GET	/tag/:id	Get tag
PUT	/tag/:id	Update tag

Teams

Method	Endpoint	Description
GET	/team	Get all team
POST	/team	Create team
GET	/team/:id	Get team
PUT	/team/:id	Update team

Segments

Method	Endpoint	Description
GET	/segment	Get all segment
POST	/segment	Create segment
DELETE	/segment	Delete segment
GET	/segment/:id	Get segment
PUT	/segment/:id	Update segment
GET	/segment/execute	Resolve a segment to a count

Products & services

Method	Endpoint	Description
GET	/product-service	Get all product service
POST	/product-service	Create product service
PUT	/product-service	Bulk update product service
GET	/product-service/:id	Get product service
PUT	/product-service/:id	Update product service

Lead activity & follow-ups

Method	Endpoint	Description
GET	/lead-activity	Get all lead activities
GET	/lead-activity/:id	Get lead activity
PATCH	/lead-activity/:id/notes	Update lead activity notes
GET	/lead-activity/follow-up	Get follow ups
POST	/lead-activity/follow-up	Create follow up
PATCH	/lead-activity/follow-up/:id	Update follow up

Call logs

Method	Endpoint	Description
GET	/calllog	Get all call logs
POST	/calllog	Create call log
DELETE	/calllog	Delete call log
GET	/calllog/:id	Get call log
PUT	/calllog/:id	Update call log
POST	/calllog/bulk	Bulk create call log

Meetings

Method	Endpoint	Description
GET	/meeting	Get all meetings
POST	/meeting	Create meeting
GET	/meeting/:id	Get meeting

Custom fields

Method	Endpoint	Description
GET	/custom-field	Get all custom field
POST	/custom-field	Create custom field
DELETE	/custom-field	Delete custom field
GET	/custom-field/:id	Get custom field
PUT	/custom-field/:id	Update custom field
PUT	/custom-field/modify	Modify fields
PUT	/custom-field/reorder	Reorder fields
PUT	/custom-field/reset-system	Reset system fields

Custom sections

Method	Endpoint	Description
GET	/custom-section	Get all custom section
POST	/custom-section	Create custom section
DELETE	/custom-section	Delete custom section
GET	/custom-section/:id	Get custom section
PUT	/custom-section/:id	Update custom section
PUT	/custom-section/reorder	Reorder sections

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77 endpoints in this section.