How to prepare an excel sheet to upload multiple leads
What is the format of the excel sheet and from where to download it.
API
Authentication
Authentication is OAuth2 based. We use AWS Cognito. Refer this url to know how it works. https://docs.aws.amazon.com/cognito/latest/developerguide/cognito-userpools-server-contract-reference.html
Ask us for the client_id and client_secret and provide us the redirect_url by sending an email to support@7targets.com
Response
Successful authorization, returns the auth token to be used in further API calls
Status: 200
{
"access_token":"eyJz9sdfsdfsdfsd",
"refresh_token":"dn43ud8uj32nk2je",
"id_token":"dmcxd329ujdmkemkd349r",
"token_type":"Bearer",
"expires_in":3600
}
Authorization Header for the API calls
Authorization : Bearer <id_token>
Create a Lead
This method creates or assigns a Lead to the Assistant.
url_path: https://api.7targets.com/leads
type: POST
Request
The headers must include a **valid authentication token.
Authentication: Bearer <IdToken from the Auth cal>
The body can’t be empty
{
name: "John", //Mandatory
lastName: "Doe",
source: "Website", //Optional. If not provided Website will be used.
context: "AI Sales Assistant", //Assistant will write message using this
additionalInformationLine: "Additional information",
email: "john.doe@gmail.com", //Mandatory
phone: "+919123456789",
scheduleId : <valid schedule Id>, //Optional. If not provided then use default
assistantId : <your assistant Id> //Optional. If not provided then default will be used.
}
Response
If succeeds, returns the created Lead.
Status: 201 Created
{
id: 2345,
name: "John",
lastName: "Doe",
type: "SALES",
email: "john.doe@gmail.com",
phone: "+919123456789",
scheduleId : <valid schedule Id>,
assistantId : <your assistant Id>,
nextScheduleTime : <date and time the message will be send>,
state : Cold,
subState : Followup,
followup : 1
}