לקוחות

משימות

אנליטיקס

מדריך אינטגרציה

שלב את SmartSale באפליקציות שלך באמצעות ה-API המקיף שלנו.

לקוחות

הצג את כל הלקוחות

GET/api/leads

curl https://api.smartsale.co.il/leads \
    -H "Authorization: Bearer YOUR_API_TOKEN"

צור לקוח חדש במערכת

POST/api/leads/create

Headers:

Content-Type: application/json
x-api-token: YOUR_API_TOKEN

Request Body (Basic):

{
  "company": "COMPANY NAME",
  "name": "FULL NAME",
  "phone": "PHONE NUMBER",
  "email": "EMAIL ADDRESS",
  "source": "LEAD SOURCE"
}

Request Body with Custom Fields:

{
  "company": "COMPANY NAME",
  "name": "FULL NAME",
  "phone": "PHONE NUMBER",
  "email": "EMAIL ADDRESS",
  "source": "LEAD SOURCE",
  "notes": [
    "NOTE_CONTENT_1",
    "NOTE_CONTENT_2"
  ],
  "custom_fields": [
    {
      "field_name": "budget",
      "value": "50000"
    },
    {
      "field_name": "priority",
      "value": "high"
    },
    {
      "field_name": "industry",
      "value": "Technology"
    }
  ]
}

Lead Source Options:

Google
Facebook
Instagram
WhatsApp
LinkedIn
TikTok
Telegram
WordOfMouth
Website
Other

💡 טיפ: כעת ניתן ליצור לקוח, להוסיף הערות ולהגדיר שדות מותאמים אישית בקריאת API אחת! זה מהיר פי 2.75 מקריאות נפרדות.

Example (With Custom Fields):

curl -X POST https://www.smartsalecrm.co.il/api/leads/create \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "company": "Tech Solutions Ltd",
      "name": "John Doe",
      "phone": "972501234567",
      "email": "john@example.com",
      "source": "Google",
      "notes": [
        "Customer reached out via Google Ads campaign",
        "Interested in the enterprise plan"
      ],
      "custom_fields": [
        {"field_name": "budget", "value": "75000"},
        {"field_name": "priority", "value": "high"},
        {"field_name": "industry", "value": "SaaS"}
      ]
    }'

חיפוש לקוח קיים

GET/api/leads/search

Headers:

Content-Type: application/json
x-api-token: YOUR_API_TOKEN

Query String (at least one is required):

phone: PHONE_NUMBER
email: EMAIL_ADDRESS
company: COMPANY_NAME

Example:

curl -X GET "https://www.smartsalecrm.co.il/api/leads/search?phone=972501234567" \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN"

Success Response (Lead Found):

{
  "success": true,
  "found": true,
  "message": "Lead found",
  "data": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "972501234567",
    "company": "Tech Solutions Ltd",
    "status": "new",
    "deal_size": null,
    "currency": "ILS"
  }
}

Success Response (No Lead Found):

{
  "success": true,
  "found": false,
  "message": "No matching lead found",
  "data": null
}

עדכון שדות מותאמים אישית

POST/api/leads/customfield

Headers:

Content-Type: application/json
x-api-token: YOUR_API_TOKEN

Request Body (Single Field):

{
  "lead_id": "LEAD_ID",
  "field_name": "CUSTOM_FIELD_NAME",
  "value": "FIELD_VALUE"
}

Example (Single Field):

curl -X POST https://www.smartsalecrm.co.il/api/leads/customfield \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "lead_id": "123456",
      "field_name": "budget",
      "value": "50000"
    }'

🚀 ביצועים: פורמט Batch מעדכן מספר שדות בקריאה אחת - מהיר פי 3 מקריאות נפרדות!

📅 שדות תאריך: עבור שדות מסוג תאריך, יש להשתמש בפורמט YYYY-MM-DD בלבד.

דוגמאות: "2024-12-31", "1990-05-15", "2026-02-20"

Request Body (Batch - Multiple Fields):

{
  "lead_id": "LEAD_ID",
  "fields": [
    {
      "field_name": "budget",
      "value": "50000"
    },
    {
      "field_name": "priority",
      "value": "high"
    },
    {
      "field_name": "contract_date",
      "value": "2026-02-20"
    },
    {
      "field_name": "industry",
      "value": "Technology"
    }
  ]
}

Example (Batch):

curl -X POST https://www.smartsalecrm.co.il/api/leads/customfield \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "lead_id": "123456",
      "fields": [
        {"field_name": "budget", "value": "50000"},
        {"field_name": "priority", "value": "high"},
        {"field_name": "contract_date", "value": "2026-02-20"},
        {"field_name": "industry", "value": "Technology"}
      ]
    }'

הוספת הערה בכרטיס לקוח

POST/api/leads/notes

Headers:

Content-Type: application/json
x-api-token: YOUR_API_TOKEN

Request Body:

{
  "lead_id": "LEAD_ID",
  "content": "CONTENT_VALUE"
}

Example:

curl -X POST https://www.smartsalecrm.co.il/api/leads/notes \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "lead_id": "123456",
      "content": "Customer called to request more information about our services"
    }'

שינוי סטטוס לקוח

POST/api/leads/update-status

Headers:

Content-Type: application/json
x-api-token: YOUR_API_TOKEN

Request Body (Single Lead):

{
  "lead_id": "LEAD_ID",
  "status": "new"
}

Request Body (Multiple Leads):

{
  "lead_id": ["LEAD_ID_1", "LEAD_ID_2", "LEAD_ID_3"],
  "status": "activeclient"
}

Example (Single Lead):

curl -X POST https://www.smartsalecrm.co.il/api/leads/update-status \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "lead_id": "123456",
      "status": "activeclient"
    }'

Status Options:

new
prospect
qualified
quote
proposal
negotiation
activeclient
inactiveclient
notrelevant
closedlost

💡 טיפ: ניתן לעדכן לקוח בודד או מספר לקוחות בקריאה אחת!

Example (Multiple Leads):

curl -X POST https://www.smartsalecrm.co.il/api/leads/update-status \
    -H "Content-Type: application/json" \
    -H "x-api-token: YOUR_API_TOKEN" \
    -d '{
      "lead_id": ["123456", "789012", "345678"],
      "status": "activeclient"
    }'

צרו קשר בוואטסאפ