To get real time updates of any lead creation or lead update, support for registering a callback URL is available.
This URL should be publically accessible and should accept 'POST' request (https://developer.mozilla.org/en-US/docs/Web/HTTP/Methods/POST).
The post params posted at any update in a particular leads are as follows
{
"channel_name": "agent_app",
"country_code": "+91",
"email": null,
"lead_id": 1402361,
"lead_status": "Final negotiation",
"last_status": "Visit done",
"name": "History ",
"phone": "9999999988",
"source": "facebook",
"sub_source": "leadgen",
"action": "lead_update",
"placement": null,
"project_name": "santacruz",
"created_at": 1558080407,
"cp_data": {
"id": 5649,
"name": "Bb",
"email": null,
"phone_with_country_code": "+919988555566",
"phone_country_id": 49,
"firm_name": "B",
"rera_id": "V",
"locality_hash": {},
"city_hash": {},
"location_info": [],
"phone": "+919988555566",
"country_id": 49
},
"rating": null,
"min_budget": null,
"max_budget": null,
"lead_status_reasons": null,
"booking_details": {
"area": "5",
"unit_no": "5",
"base_price": "5",
"floor_number": "5",
"parking_price": "6",
"apartment_type": "1 RK",
"floor_rise_price": "8",
"apartment_type_id": 1
},
"booking_docs": [
{
"id": 1127,
"lead_id": 1402447,
"booking_doc_type": "link",
"data": "https://eventaudio.s3.amazonaws.com/MTQwMjQ0N19jYW5jZWxsZWRfY2hlcXVlXzE1NTg0MzkxMTUxNzVsb2x6.png",
"tag": "cancelled_cheque",
"status_id": 1,
"created_at": "2019-05-21T17:15:27.628+05:30",
"updated_at": "2019-05-21T17:15:27.628+05:30"
},
{
"id": 1126,
"lead_id": 1402447,
"booking_doc_type": "link",
"data": "https://eventaudio.s3.amazonaws.com/MTQwMjQ0N19ib29raW5nX2Zvcm1fMTU1ODQzOTEwNzU0MWxvbHo%3D.jpeg",
"tag": "booking_form",
"status_id": 1,
"created_at": "2019-05-21T17:15:27.621+05:30",
"updated_at": "2019-05-21T17:15:27.621+05:30"
}
],
"project_id": 1046,
"claimed_at": 1554524295,
"agent_email": "[email protected]",
"agent_name": "Tanvi Tyagi",
"project_usp": "some usp",
"project_description": "some usp",
"developer": "some developer",
"city": "Mumbai",
"latest_event_details": {
"event_id": 1225388,
"start_time": 1558091400,
"end_time": 1558092300,
"event_type": "f2f"
},
"event_details": [
{
"event_id": 1225388,
"start_time": 1558091400,
"end_time": 1558092300,
"event_type": "f2f",
"event_status": "cancelled",
"event_created_at": 1558080630,
"event_updated_at": 1558080804,
"metadata": {
"type": "virtual", // quick automatic in_person virtual
},
"notes": [
{
"note_id": 757661,
"note_type": "text",
"data": "97004 meeting at today evening at 5:30 p.m. we would like also like to bring his wife along is also interested 2BHK",
"agent_id": 2150,
"created_at": 1558080630,
"updated_at": 1558080630,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
}
]
},
{
"event_id": 1225394,
"start_time": 1558089984,
"end_time": 1558091784,
"event_type": "sv",
"event_status": "cancelled",
"event_created_at": 1558081027,
"event_updated_at": 1558355391,
"notes": [
{
"note_id": 757667,
"note_type": "text",
"data": "This is a this is a site visit ",
"agent_id": 2150,
"created_at": 1558081077,
"updated_at": 1558081094,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
}
]
}
],
"notes": [
{
"note_type": "text",
"data": "revisit done",
"created_at": 1558089973,
"updated_at": 1558089973,
"agent_id": 562,
"note_id": 757670,
"agent_details": {
"id": 562,
"name": "Ritesh Kumar",
"phone": "+917417485713",
"phone_country_id": 49
}
},
{
"note_type": "text",
"data": "site revisit done",
"created_at": 1558082236,
"updated_at": 1558082236,
"agent_id": 2150,
"note_id": 757668,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
},
{
"note_type": "text",
"data": "Site visit is done now it is also for site visit plan for site visit in couple of hours and also ready for site visit with family on Saturday so that we can you start with letter",
"created_at": 1558080979,
"updated_at": 1558080979,
"agent_id": 2150,
"note_id": 757666,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
},
{
"note_type": "text",
"data": "Visited an another visitor schedule 2 hours",
"created_at": 1558080712,
"updated_at": 1558080712,
"agent_id": 2150,
"note_id": 757663,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
},
{
"note_type": "text",
"data": "Meeting is another meeting schedule in 2 hours",
"created_at": 1558080683,
"updated_at": 1558080683,
"agent_id": 2150,
"note_id": 757662,
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
}
}
],
"calls": [
{
"action": "incoming",
"agent_details": {
"id": 2150,
"name": "Tanvi Tyagi",
"phone": "+917045184793",
"phone_country_id": 49
},
"call_number": "+919999999988",
"duration_in_sec": 0,
"end_time": 1558080720,
"first_leg_status": "completed",
"from": "+917045184793",
"id": 2380,
"inserted_at": 1558080727,
"recording_url": null,
"second_leg_status": "failed",
"start_time": 1558080720,
"to": "+919999999988",
"updated_at": 1558080727
}
],
"extra_details": {
"duplicate_lead_id": 906498,
"gender": "male",
"is_nri": true,
"address": "vb",
"max_age": 45,
"min_age": 40,
"industry": "Government and Public Administration",
"ethnicity": "Bengali",
"occupation": "Professional",
"designation": "G",
"company_name": "J",
"possession_in": [
1,
2,
3,
4,
5,
6
],
"referral_data": {
"name": "Vb",
"phone": "99999999999"
},
"office_city_id": 326,
"mode_of_payment": "Loan",
"annual_income_max": 30000000,
"annual_income_min": 20000000,
"purpose_of_purchase": "Self Use",
"current_apartment_type": 1,
"current_residence_type": "Family Owned"
},
"dispositions": [
{
"id": 121,
"agent_name": "name",
"disposition_type": "followup",
"created_at": 1558080727,
"reason": "failure reason"
}
],
"status_changes": {
"moved_to_new": 1558080727,
"moved_to_claimed": 1558080727,
"moved_to_interested": 1558080727,
"moved_to_meeting_done": 1558080727,
"moved_to_visit_done": 1558080727,
"moved_to_final_negotiation": 1558080727,
"moved_to_booking_done": 1558080727,
"moved_to_failed": 1558080727,
"moved_to_junk": 1558080727,
"moved_to_in_transfer": 1558080727,
"moved_to_in_call_center": 1558080727,
"moved_to_linked": 1558080727,
"moved_to_fresh": 1558080727,
"status_before_cc": "Interested"
}
}
rating
can have values as Hot
, Cold
, Warm
latest_event_details
will contain the latest event which has been changed by the agent, it can have following 3 values
followup
(for followups),sv
(for site visit),f2f
(for Face to Face )
action
can have the following values
call_logged
when a new call is done on a particular leadlead_updated
when a property on lead is updatedstatus_update
when status of the lead is updatedagent_update
when current agent on the lead is updatedstatus_and_agent_update
when agent and status both are updateddisposition_created
when call center has done an activity on a leadevent_update
when an event is updated on a leadinquiry_created
new inquiry created on a leadnote_creation
a new note is added on a lead
lead_status
can have the following values
New
(Any lead that is just created or cannot be resolved because it's duplicate. This is the first status for a lead in the system)Fresh
- Any lead that is available in the pool for all the agents to Claim \nClaimed
- When a particular lead is claimed by an agent \nInterested
- When marked as interested by an agent \nMeeting done
- When a F2F event has been completed or the agent moved to meeting done \nVisit done
- When a Site Visit event has been completed or the agent moves to meeting done or lead is captured viaSite Digitalization
(to get this impletemented contact Anarock PoC) \nFinal negotitaion
- When a visit is marked as Final Negotiation by Agent \nBooking done
- When moved into Booking Done \nFailed
- When marked as FailedJunk
- When marked as JunkIn Call Center
- When lead is sent to call center
disposition_type
can have the the following values "failed", "follow_up", "fresh", "junk", "patch_out", "not_contacted", "call_back"
Note: All object arrays in the payload are sorted with latest first, eg. calls, events, notes dispositions are sorted as latest first.
action === `disposition_created`
lead_status === `In Call Center`
dispositions[0].disposition_type === `followup`
calls[0].duration_in_sec > 60
action === `disposition_created`
dispositions[0].disposition_type === `fresh` || dispositions[0].disposition_type === `patch_out`
action === `status_update` || action === `status_and_agent_update`
lead_status === `Failed` || lead_status === `Junk`
last_status === `In Call Center`
dispositions[0].disposition_type === `failed` || dispositions[0].disposition_type === `junk`
Lead is in Sales team bucket and Site visit event as completed/done by the sales team with sales manager
action === `event_update`
[`Visit done`].indexOf(lead_status) !== -1
latest_event_details.event_type === `sv`
action === `status_update`
lead_status === `Booking done`
action === `status_update`
lead_status === `Failed` || lead_status === `Junk`
last_status !== `In Call Center`