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 } } ] }

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", } ] }