Re: Creating lead

Method_Paul — Fri, 17 Sep 2021 15:18:24 GMT

Hi Gurdeep.

Customers & Leads are stored in the same Customer table, and it is more of a master table. Contacts are more of a child table. So, in other words, a Customer or Lead could have multiple contacts associated with them.

When you create a customer or lead it automatically creates a single Contact with it.

Best thing for you to do is:

1. Insert a Customer, making sure the field IsLeadStatusOnly is true.

2. Get back the resulting Customer.RecordID of that customer.

3. Query the Contact table for the Entity_RecordID matching that Customer.RecordID. This will give you the Contact.RecordID.

4. Update the Contact with any additional information you want.

I hope that helps.

Paul

Creating lead

Gurdeep singh — Thu, 16 Sep 2021 11:57:05 GMT

Hi,

I'm integrating Method me api in my project to create lead in method me whereas in my project i have lead info like first name, last name, email, phone etc so i'm using contact api to create lead but it creates a customer with basic details and i'm not able to produce lead details from api in method me.

Any help will be much appreciated.

Thanks

Gurdeep Singh

Method:API Q&A

Re: Creating lead

Creating lead