
This API allows for the management of prospect/customer information inside the Elead CRM. This API includes the following capabilities and features for managing prospect/customer information, Add prospect/customer information such as name, phone numbers, email addresses and physical address and return the uniquely-assigned Elead ID on post, Update, search and retrieve prospect/customer contact information tied to an existing Elead ID.
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Status: Preview |
Tier: Premium |
Version: 1.0 |
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Name |
Summary |
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Get Customer by Id |
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Update a customer |
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Get Vehicles by Id |
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Create a customer |
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Search customers |
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Summary |
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Name |
Summary |
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Summary: Get Customer by Id
Description: Retrieves a prospect/customer record by Elead customer ID. An Elead customer ID is currently obtained as follows: - Create customer via POST /sales/v1/elead/customers - Search opportunities via GET /sales/v1/elead/opportunities/search
Syntax:
EleadSalesCustomers.Customers_GetCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)
Parameters:
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Name |
Type |
Summary |
Required |
Related Action |
|
customerId |
string (Customer Id) |
Format - uuid. |
True |
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client_id |
string (Client Id) |
A client ID that should be unique to developer/solution provider building the solution. |
True |
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client_secret |
string (Client Secret) |
A client secret that should be unique to developer/solution provider building the solution. |
True |
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subscription_id |
string (Subscription Id) |
A correlation ID that should be returned back to the caller to indicate the return of the given request. |
True |
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Accept |
string (Accept) |
Accept Header |
False |
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Accept-Charset |
string (Accept-Charset) |
Accept-Charset Header |
False |
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Accept-Encoding |
string (Accept-Encoding) |
Accept-Encoding Header |
False |
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Accept-Language |
string (Accept-Language) |
Accept-Language Header |
False |
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If-Match |
string (If-Match) |
If-Match Header |
False |
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If-None-Match |
string (If-None-Match) |
If-None-Match Header |
False |
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Prefer |
string (Prefer)Values: [return=representation, return=minimal] |
Preference of the customer |
False |
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Request-Id |
string (Request Id) |
Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request |
True |
Returns:
Type:Customer
Summary: Update a customer
Description: Updates prospect/customer information
Syntax:
EleadSalesCustomers.Customers_UpdateCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
customerId |
string (Customer Id) |
Format - uuid. |
True |
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client_id |
string (Client Id) |
A client ID that should be unique to developer/solution provider building the solution. |
True |
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client_secret |
string (Client Secret) |
A client secret that should be unique to developer/solution provider building the solution. |
True |
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subscription_id |
string (Subscription Id) |
A correlation ID that should be returned back to the caller to indicate the return of the given request. |
True |
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Accept |
string (Accept) |
Accept Header |
False |
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Accept-Charset |
string (Accept-Charset) |
Accept-Charset Header |
False |
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Accept-Encoding |
string (Accept-Encoding) |
Accept-Encoding Header |
False |
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Accept-Language |
string (Accept-Language) |
Accept-Language Header |
False |
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If-Match |
string (If-Match) |
If-Match Header |
False |
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If-None-Match |
string (If-None-Match) |
If-None-Match Header |
False |
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Prefer |
string (Prefer)Values: [return=representation, return=minimal] |
Preference of the customer |
False |
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Request-Id |
string (Request Id) |
Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request |
True |
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customerRequest |
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False |
Returns:
Type:Customer
Summary: Get Vehicles by Id
Description: Retrieves a prospect/customer vehicle record(s) by Elead customer ID. An Elead customer ID is currently obtained as follows: - Create customer via POST /sales/v1/elead/customers - Search opportunities via GET /sales/v1/elead/opportunities/search
Syntax:
EleadSalesCustomers.Customers_GetCustomerOwnedVehicles (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)
Parameters:
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Name |
Type |
Summary |
Required |
Related Action |
|
customerId |
string (Customer Id) |
Format - uuid. |
True |
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client_id |
string (Client Id) |
A client ID that should be unique to developer/solution provider building the solution. |
True |
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client_secret |
string (Client Secret) |
A client secret that should be unique to developer/solution provider building the solution. |
True |
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subscription_id |
string (Subscription Id) |
A correlation ID that should be returned back to the caller to indicate the return of the given request. |
True |
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Accept |
string (Accept) |
Accept Header |
False |
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Accept-Charset |
string (Accept-Charset) |
Accept-Charset Header |
False |
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Accept-Encoding |
string (Accept-Encoding) |
Accept-Encoding Header |
False |
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Accept-Language |
string (Accept-Language) |
Accept-Language Header |
False |
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If-Match |
string (If-Match) |
If-Match Header |
False |
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If-None-Match |
string (If-None-Match) |
If-None-Match Header |
False |
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Prefer |
string (Prefer)Values: [return=representation, return=minimal] |
Preference of the customer |
False |
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Request-Id |
string (Request Id) |
Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request |
True |
Returns:
Type:CustomerVehicleCollection
Summary: Create a customer
Description: Creates a prospect/customer
Syntax:
EleadSalesCustomers.Customers_CreateCustomer (string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)
Parameters:
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Name |
Type |
Summary |
Required |
Related Action |
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client_id |
string (Client Id) |
A client ID that should be unique to developer/solution provider building the solution. |
True |
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client_secret |
string (Client Secret) |
A client secret that should be unique to developer/solution provider building the solution. |
True |
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subscription_id |
string (Subscription Id) |
A correlation ID that should be returned back to the caller to indicate the return of the given request. |
True |
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Accept |
string (Accept) |
Accept Header |
False |
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Accept-Charset |
string (Accept-Charset) |
Accept-Charset Header |
False |
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Accept-Encoding |
string (Accept-Encoding) |
Accept-Encoding Header |
False |
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Accept-Language |
string (Accept-Language) |
Accept-Language Header |
False |
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If-Match |
string (If-Match) |
If-Match Header |
False |
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If-None-Match |
string (If-None-Match) |
If-None-Match Header |
False |
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Prefer |
string (Prefer)Values: [return=representation, return=minimal] |
Preference of the customer |
False |
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Request-Id |
string (Request Id) |
Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request |
True |
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customerRequest |
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False |
Returns:
Type:Customer
Summary: Search customers
Description: Search customers
Syntax:
EleadSalesCustomers.Customers_SearchCustomers ([Optional]integer page, [Optional]integer pageSize, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]SearchCustomersRequest searchCustomersRequest)
Parameters:
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Name |
Type |
Summary |
Required |
Related Action |
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page |
integer (Page) |
Format - int32. |
False |
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pageSize |
integer (Page Size) |
Format - int32. |
False |
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client_id |
string (Client Id) |
A client ID that should be unique to developer/solution provider building the solution. |
True |
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client_secret |
string (Client Secret) |
A client secret that should be unique to developer/solution provider building the solution. |
True |
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subscription_id |
string (Subscription Id) |
A correlation ID that should be returned back to the caller to indicate the return of the given request. |
True |
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Accept |
string (Accept) |
Accept Header |
False |
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Accept-Charset |
string (Accept-Charset) |
Accept-Charset Header |
False |
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Accept-Encoding |
string (Accept-Encoding) |
Accept-Encoding Header |
False |
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Accept-Language |
string (Accept-Language) |
Accept-Language Header |
False |
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If-Match |
string (If-Match) |
If-Match Header |
False |
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If-None-Match |
string (If-None-Match) |
If-None-Match Header |
False |
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Prefer |
string (Prefer)Values: [return=representation, return=minimal] |
Preference of the customer |
False |
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Request-Id |
string (Request Id) |
Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request |
True |
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searchCustomersRequest |
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False |
Returns:
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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id |
string(uuid)
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Unique customer identifier |
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isBusiness |
boolean
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true/false whether this customer is a business |
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businessName |
string
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Business name, set when isBusiness is true |
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businessContact |
string
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Name of the business contact person, set when isBusiness is true |
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title |
string
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Customer's title Values: [Unspecified, Mr, Mrs, Ms, Dr, Sir, Miss, Rev, MrAndMrs, Admr, Capt, Cdr, Chief, Col, Gen, Judge, Lt, Sgt] |
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firstName |
string
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Customer first name |
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middleName |
string
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Customer middle name |
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lastName |
string
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Customer last name |
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nickname |
string
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Customer nickname |
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birthday |
string(date-time)
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Customer birthday |
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emails |
array of (CustomerEmail)
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Customer Email address(es) |
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phones |
array of (CustomerPhone)
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Customer phone number(s) |
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address |
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links |
array of (LinkDescriptionObject)
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A collection of HATEOAS links |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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addressLine1 |
string
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Customer address line 1 |
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addressLine2 |
string
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Customer address line 2 |
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city |
string
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Customer city |
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state |
string
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Customer state |
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zip |
string
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Customer postal code |
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country |
string
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Customer country |
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county |
string
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Customer county |
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doNotMail |
boolean
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true/false to flag as Do Not Mail |
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isPreferred |
boolean
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true/false whether this is the customer's preferred address |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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address |
string
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Customer Email address |
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emailType |
string
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Values: [Unknown, Personal, Work, Pager, Alternate] |
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doNotEmail |
boolean
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true/false to flag as Do Not Email |
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isPreferred |
boolean
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true/false whether this is the customer's preferred email address |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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number |
string
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Phone number |
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phoneType |
string
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Values: [Unknown, Home, Cellular, Work] |
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preferredTimeToContact |
string
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Values: [Unspecified, Day, Evening] |
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doNotCall |
boolean
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true/false to flag as Do Not Call |
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doNotText |
boolean
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true/false to flag as Do Not Text |
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preferCall |
boolean
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true/false whether the customer prefers to be contacted by phone |
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preferText |
boolean
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true/false whether the customer prefers to be contacted by text |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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isBusiness |
boolean
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true/false whether this customer is a business |
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businessName |
string
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Business name, set when isBusiness is true |
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businessContact |
string
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Name of the business contact person, set when isBusiness is true |
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title |
string
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Customer's title Values: [Unspecified, Mr, Mrs, Ms, Dr, Sir, Miss, Rev, MrAndMrs, Admr, Capt, Cdr, Chief, Col, Gen, Judge, Lt, Sgt] |
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firstName |
string
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Customer first name |
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middleName |
string
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Customer middle name |
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lastName |
string
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Customer last name |
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nickname |
string
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Customer nickname |
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birthday |
string(date-time)
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Customer birthday |
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emails |
array of (CustomerEmail)
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Customer Email address(es) |
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phones |
array of (CustomerPhone)
|
Customer phone number(s) |
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address |
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Summary:
Description:
Properties:
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Name |
Type |
Summary |
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id |
string(uuid)
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Unique identifier for this vehicle |
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exteriorColor |
string
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Exterior color of the vehicle |
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interiorColor |
string
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Interior color of the vehicle |
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mileage |
integer
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Mileage of the vehicle |
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milesPerWeek |
integer
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Average miles driven per week |
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year |
integer
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Year of manufacture |
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make |
string
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Brand of vehicle |
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model |
string
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Name of the vehicle |
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trim |
integer
|
Description of the trim |
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vin |
string
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Vehicle identification number |
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options |
|
Vehicle options |
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vehicleOwner |
|
Vehicle owner |
Summary:
Description: Vehicle options
Properties:
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Name |
Type |
Summary |
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fuelType |
string
|
Type of fuel |
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interiorType |
string
|
Type of interior |
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vehicleCondition |
string
|
Condition of vehicle |
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bodyStyle |
string
|
Vehicle body style |
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engineDescription |
string
|
Type of engine |
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modelCode |
string
|
Model code |
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numberOfCylinders |
integer
|
Number of cylinders |
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numberOfDoors |
number(byte)
|
Number of doors |
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transmission |
string
|
Type of transmission |
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isAutomaticTransmission |
boolean
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true/false whether the vehicle has an automatic transmission |
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hasAirBags |
boolean
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true/false whether the vehicle has air bags |
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hasCruiseControl |
boolean
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true/false whether the vehicle has cruise control |
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hasAirConditioning |
boolean
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true/false whether the vehicle has air conditioning |
Summary:
Description: Vehicle owner
Properties:
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Name |
Type |
Summary |
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isActive |
boolean
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true/false whether the owner is active |
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customerId |
string(uuid)
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Unique identifier for the vehicle owner |
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vehicleId |
string(uuid)
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Unique identifier for the vehicle |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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href |
string
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The target URI |
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rel |
string
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The link relation type |
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method |
string
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The HTTP verb that MUST be used to make a request to the target of the link |
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title |
string
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The title that describes the object |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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id |
string(uuid)
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Unique identifier for this customer |
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firstName |
string
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Customer first name |
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lastName |
string
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Customer last name |
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emails |
array of (CustomerEmail)
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Customer Email Address(es) |
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phones |
array of (CustomerPhone)
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Customer phone number(s) |
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address |
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rank |
number(float)
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Relevancy ranking of this customer search result |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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firstName |
string
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Search string for the customer's first name |
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lastName |
string
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Search string for the customer's last name |
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phoneNumber |
string
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Search string for the customer's phone number |
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emailAddress |
string
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Search string for the customer's email address |
Summary:
Description:
Properties:
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Name |
Type |
Summary |
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items |
array of (SearchCustomer)
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A collection of customer search results |
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totalItems |
integer(int32)
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Total number of customers for the given search |
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totalPages |
integer(int32)
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Total number of pages of customers for the given search |
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pageNumber |
integer(int32)
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Current page number for this set of paged results |
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pageSize |
integer(int32)
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Page size for this set of paged results |
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links |
array of (LinkDescriptionObject)
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A collection of HATEOAS links |