Add a deal
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Title
The title of the deal
Owner ID
The ID of a owner whick this deal will be linked to (Optional)
If omitted, value will be set to 0
Person ID
The ID of a person which this deal will be linked to (Optional)
If the person does not exist yet, it needs to be created first. This property is required unless org_id
is specified.
Organization ID
The ID of an organization whick this deal will be linked to (Optional)
Pipeline ID
The ID of the pipeline this deal will be added to (Optional)
By default, the deal will be added to the first stage of the specified pipeline. Please note that pipeline_id
and stage_id
should not be used together as pipeline_id
will be ignored.
Stage ID
The ID of the stage this deal will be added to. (Optional)
Please note that a pipeline will be assigned automatically based on the stage_id
.
If omitted, the deal will be placed in the first stage of the default pipeline.
Value
The value of the deal (Optional)
If omitted, value will be set to 0.
Currency
The currency of the deal (Optional)
Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.
Deal Status
Deal Status (Optional)
If omitted, status will be set to open - open = Open - won = Won - lost = Lost - deleted = Deleted
Deal Probablity
The success probability percentage of the deal (Optional)
Allow Ranges : 0 ~ 100
Visible to
The visibility of the deal (Optional)
Essential / Advanced Plans
1
: Owner & Followers
3
: Entire Company
Professional / Enterprise Plans
1
: Owner
3
: Owner’s Visibility Group
5
: Owner’s Visibility Group & Subgroups
7
: Entire Company