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Table of contents
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API
Developer Apps
Overview
API Host
Authentication
Sample Code
Error Handling
Rate Limits
Lead Management
Create
Capture Leads
Convert a Visitor to a Lead
Create a Lead
Create Leads in Bulk
Create or Update a Lead
Create or Update Leads in Bulk
Create a Custom Lead Field
Create a Lead and Activity
Create a Note
Upload a File
Retrieve
Get Metadata
Get a Lead Field’s Properties
Get a Lead by Id
Get Leads in Bulk by Ids
Get a Lead by Email
Get a Lead by Phone Number
Quick Search Leads
Search Leads by Criteria
Get Leads by Date Range
Get Details of a Lead Owner
Get a Lead’s Notes
Get Info on Merged Child Leads
Update
Update a Lead
Update Leads in Bulk
Update Leads in Bulk v2
Merge Leads
Mark Lead Invalid
Mark a Lead Valid
Update a Note
Update Mailing Preferences
Add Values to a Lead Drop-down Field
Remove Values from a Lead Drop-down Field
Delete
Delete a Lead
Reset a Lead
Delete a Lead’s Stage Change History
Delete a Lead’s Owner Change History
Delete a Note
Opportunity Management
Create
Capture Opportunities
Add Opportunities in Bulk
Retrieve
Check If Opportunity Feature Is Enabled
Get Metadata of an Opportunity Type
Get Opportunity Types
Get an Opportunity by Id
Get Opportunities by Lead Id
Opportunity Advanced Search
Get Tasks by Opportunity Id
Update
Update an Opportunity
Bulk Update Opportunities
Post an Activity on an Opportunity
Post Bulk Activities on Opportunities
Delete
Delete an Opportunity
Activity Management
Create
Post an Activity on a Lead
Post Activities on Leads in Bulk (Using Lead Id)
Post Activities on Leads in Bulk (Using Unique Lead Fields)
Post an Activity on an Opportunity
Post Bulk Activities on Opportunities
Create a Lead and Activity
Create a Custom Activity Type
Post an Activity with a Lead’s Email Address
Attach a File to a Custom or Sales Activity
Upload a File
Retrieve
Get List of Activity Types
Get Activity Details
Get Activity Type Details
Activity Advanced Search
Get Activities of a Lead
Get Activities of an Opportunity
Get Activities by Date Range
Get Activities by Activity Event
Get Custom Fields of an Activity
Get Attachments of an Activity
Get Details of an Activity Owner
Get Details of a Lead Owner Associated with an Activity
Get Values of a Custom Activity Drop-down Field
Get Dependent Values of a Custom Activity Drop-down Field
Get Activity Change History
Get Activities by Lead Reference
Update
Update an Activity
Update Activities in Bulk
Lock an Activity
Unlock Activity
Add Values to a Custom Activity Drop-down Field
Remove Values from a Custom Activity Drop-down Field
Add Values to a Dependent Drop-down Activity Field
Remove Values from a Dependent Drop-down Activity Field
Delete
Delete an Activity Type
Delete Activities of a Lead
Delete a Custom Activity
Sales Activity Management
Create
Post a Sales Activity
Create a Product
Attach a File to a Custom or Sales Activity
Retrieve
Get a Sales Activity by Id
Get Sales Activity Settings
Get Products
Get Sales Activities by Lead Id
Update
Update a Sales Activity
Update a Product
Cancel a Sales Activity
Add a Value to a Sales Activity Drop-down Field
Remove a Value from a Sales Activity Drop-down Field
Delete
Delete a Product
List Management
Create
Create Empty Static List
Retrieve
Get All Lists
Check List Membership
Get a List by Lead Id
Get Leads in a List
Get Lead Ids in a List
Get Count of Leads in a List
Update
Add a Lead to a Static List
Add Leads to a Static List
Delete
Remove a Lead from a Static List
Task Management
Create
Create an Appointment
Create a To-Do
Create Tasks in Bulk
Retrieve
Get List of Task Types Names
Get List of Task Types
Get Tasks
Get a Task by Id
Get Tasks by Lead Id
Get Tasks by Opportunity Id
Get Reminders
Get Available Slots of Users by Search Criteria
Get Available Slots of Users by Id
Get Available Slots of Users by Email Address
Get Appointments by Search Criteria
Get Appointments by User Id
Get Appointments by Email Address
Get To-Dos by Search Criteria
Get To-Dos by User Id
Get To-Dos by Email Address
Update
Update a Task
Bulk Update Appointment Timings
Bulk Update Appointment Timings by Minutes
Bulk Update Appointment Timings by Hours
Mark a Task Complete
Cancel Appointments in Bulk
Delete
Delete a Task
Delete Tasks in Bulk
User Management
Create
Create a User
Create a Permission Template
Retrieve
Authenticate a User
Get Users
Get a User by Id
Get a User by Email Address
User Advanced Search
Get User Hierarchy
Get User Hierarchy Information
Get User Attributes
Get User Permissions
Get a User’s Work Day Details
Get Check-In Status of a User
Get Check-In History of Users
Get User Tags
Get Permission Templates
Update
Update a User
Update Users in Bulk
Update User’s Managers in Bulk
Activate a User
Deactivate a User
Mark a User Obsolete
Check-In User
Check-Out User
Notify Users
Update a Permission Template
Apply a Permission Templates
Remove a Permission Template
Overwrite a Permission Template
LeadSquared Converse System Notification to Users
Delete
Delete a Permission Template
Sales Group Management
Create
Create a Sales Group
Retrieve
Get Sales Groups
Get Users of a Sales Group
Update
Add Users to a Sales Group
Remove Users from a Sales Group
Delete
Delete a Sales Group
Team Management
Create a Team
Get Teams
Update a Team
Delete a Team
Account (Company) Management
Create an Account
Create or Update Accounts in Bulk
Get an Account
Update an Account
Delete an Account
Account Activity Management
Create
Post an Activity on an Account
Retrieve
Retrieve Account Activities by Account Id
Retrieve an Account Activity by Activity Id
Update
Update an Account Activity
Delete
Delete an Account Activity
Entity Sharing
Share a Lead
Revoke Access to a Shared Lead
Share an Opportunity
Revoke Access to a Shared Opportunity
Get Status of a Share/Revoke Request
Email Marketing
Create
Create Email Template
Send an Email to a Lead
Send an Email Campaign
Retrieve
Get Campaign Statistics
Get Email Template
Get Sent Emails
Landing Pages
Retrieve
Get Landing Pages
Get Landing Page HTML Content
Export Landing Page HTML Form
Telephony
Create
Post a Call Log
Retrieve
Get Single Sign-On Key
Get a Lead Owner’s Phone Number
Update
Update Call Recordings/Duration for Phone Call Activities
Enable Agent Pop-Up
Show Agent Pop-Up
Disable Agent Pop-Up
Enable Click2Call
Disable Click2Call
Enable Soft Phone
Update Virtual Numbers
Custom Tabs & Actions
Create
Create a Custom Tab
Create a Custom Action
Retrieve
Get a Custom Tab
Get a Custom Action
Update
Update a Custom Tab
Update a Custom Action
Delete
Delete a Custom Tab
Delete a Custom Action
Custom Menus
Create
Create a Custom Web App Menu
Retrieve
Get a Custom Custom Web App Menu
Update
Update a Custom Custom Web App Menu
Notifications
Push Browser Notifications to Users
Async API
Capture Leads (Async)
Capture Leads Status API
Get Capture Leads Metrics
Update a Lead (Async)
Update a Lead Status API
Get Update Lead Metrics
Post an Activity on a Lead (Async)
Post an Activity on a Lead Status API
Get Post Activity on Lead Metrics
Create a Lead and Activity (Async)
Create Lead and Activity Status API
Get Create Lead and Activity Metrics
Capture Opportunities (Async)
Capture Opportunities Status API
Get Capture Opportunities Metrics
Update an Opportunity (Async)
Update an Opportunity Status API
Get Update Opportunity Metrics
Post a Call Log (Async)
Post a Call Log Status API
Get Post Call Log Metrics
Portal API
Get Public Auth Key
Register
Sign In with Password
Get Sign In OTP
Sign In with OTP
Forgot Password
Reset Password
Change Password
Analytics
Lead Distribution Analytics
Leads With No Active Tasks
Leads With Pending/Overdue Tasks
Leads Not Contacted
Mavis Database
Getting Started with Mavis
Manage Tables
Manage Data
Table Audit
Request History
Snapshot History
Lapps
Getting Started with Lapps
Lapps SDK
Writing Code in Lapps
Lapps Keyboard Shortcuts
Uploading a Zip File
Connect to Your Database Using MS SQL Proxy with Fixed IP Address
Connect to Your Database Using MySQL Proxy with Fixed IP Address
Publishing a Lapp
Invoking Lapp APIs
Calling a Lapp from Automation
Calling a Lapp from Webhooks
Calling a Lapp from Rules
Batch Jobs
Write Code for Batch Jobs
Create a Batch Job
Batch Jobs Logs
Batch Jobs Audit
Marketplace Development Portal
Getting Started with LeadSquared Connectors
Create a Connector
Manage Connectors
Webhooks
Webhook Best Practices
Create a Webhook
Retrieve a Webhook
Update a Webhook
Delete a Webhook
Scripts
How to get MXCProspectID from the browser?
Script to open redirection URL in new tab on Landing page submission
Script to allow only business email id’s in Landing pages.
