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Understanding Lead Gen & CRM Open API: Schema

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Alex Flinchum
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Lead Gen & CRM has a distinct API organization. This article will detail the parts of the Lead Gen & CRM API.

 

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Article Contents


Additional API Information

This article details specific schema content about Lead Gen & CRM's API. However, given the size and scope of the API, information is broken up and is contained in different articles. Each article focuses on a specific function of Lead Gen & CRM's API. Additional API information can be found in the following articles:


Schema

The overall organization of the Lead Gen & CRM API is as follows:

  Table  

Module
  Account   Core
  ActiveListMember    Core
  Campaign   Core 
  Client   Core 
  CreateResult   Core 
  DealStage   Core 
  DeleteResult    Core 
  Email   Core 
  EmailEvent    Core 
  EmailJob   Core 
  EmailListing   Core 
  EmailSend   Core 
  EmailSendEvent   Core 
  Event   Core 
  Field   Core 
  FormEventHistory   Core 
  Lead   Core 
  List    Core 
  ListMember   Core 
  ListMembership   Core 
  ListTag   Core 
  Opportunity   Core 
  OpportunityLead   Core 
  RemovedListMember   Core 
  ScheduleSend   Core 
  ScheduleSendQueue    Core 
  UnsubscribeCategory    Core 
  UpdateResult    Core 
  UserProfile   Core 

 


Core Module

Core Lead Gen & CRM CRM API Functionality.


Account

An account is an organization or person that is associated with an opportunity.

 

Name

 Type Length Is Required
  id int 18 Optional
  ownerID int 18 Optional
  accountName varchar 255 Required
  industry varchar 255 Optional
  phone varchar 255 Optional
  annualRevenue int  18 Optional
  numberOfEmployees int 18 Optional
  website varchar 255 Optional
  yearStarted int 18 Optional
  billingCity varchar 255 Optional
  billingCountry varchar 255 Optional
  billingPostalCode varchar 50 Optional
  billingState varchar 255 Optional
  billingStreetAddress varchar 255 Optional
  shippingCity varchar 255 Optional
  shippingCountry varchar 255 Optional
  shippingPostalCode varchar 50 Optional
  shippingState varchar 255 Optional
  shippingStreetAddress varchar 255 Optional

 


ActiveListMember

Contains lead information of active members belonging to a particular list.

 

Name

 Type Length Is Required
  id int 18 Optional
  listID int 18 Optional
  companyName varchar 50 Optional
  leadID int 18 Optional
  firstName varchar 50 Optional
  lastName varchar 50 Optional
  emailAddress varchar 150 Optional

 


Campaign

A campaign is a marketing project that is tracked in Lead Gen & CRM.

 

Name

 Type Length Is Required
  id int 18 Optional
  campaignName varchar 255 Required
  campaignType varchar 255 Optional
  campaignAlias varchar 150 Optional
  campaignOrigin varchar 255 Optional
  qty int 18 Optional
  price double 18 Optional
  goal double 18 Optional
  otherCosts double 18 Optional
  startDate date   Optional
  endDate date   Optional
  isActive tinyint 1 Optional



Client

Contains information on agency instances managed by the partner instance.

 

Name

 Type Length Is Required
  id int 18 Optional
  companyName varchar 255 Optional
  streetAddress varchar 255 Optional
  zipCode int 18 Optional
  country varchar 50 Optional
  state varchar 50 Optional
  city varchar 50 Optional

 


CreateResult

Contains information about the success of a create operation, an array of any errors associated with the operation, and the ID of the newly created record.

 

Name

 Type Length Is Required
  success tinyint 1 Optional
  error hash 255 Optional
  id int 18 Optional 

 

 

DealStage

A deal stage is a custom state for your opportunity pipeline. As opportunities progress, the deal stage is changed until the opportunity is finally won or lost.

 

Name

 Type Length Is Required
  id int 18 Optional
  dealStageName varchar 255 Required
  description varchar 255 Optional
  defaultProbability double 18 Optional
  weight int 18 Optional
  isEditable tinyint 1 Optional

 


DeleteResult

Contains information about the success of a delete operation, and an array of any errors associated with the operation.

 

Name

 Type Length Is Required
  success tinyint 1 Optional
  error hash 255 Optional

 


Email

HTML emails created in Lead Gen & CRM.

 

Name

 Type Length Is Required
  id int 18 Optional
  html text   Required
  emailName varchar 255 Required
  subject  varchar 255 Required
  fromName  varchar 255 Required
  fromEmail  varchar 255 Required
  replyTo  varchar 255 Optional
  unsubCategory  int 18 Optional
  contactManager tinyint 1 Optional
  repeatable tinyint 1 Optional
  fromLeadOwner tinyint 1 Optional

 


EmailEvent

Contains information regarding particular lead's actions with particular emails sent in an email job.

 

Name

 Type Length Is Required
  leadID int 18 Optional
  emailID int 18 Optional
  emailJobID int 18 Optional
  createDate timestamp 255 Optional
  emailAddress varchar 150 Optional

 

 

EmailJob

Associates data of a given jobID with emailIDs and recipientIDs.

 

Name

 Type Length Is Required
  id int 18 Optional
  emailID int 18 Optional
  isList tinyint 1 Optional
  isActive tinyint 1 Optional
  recipientID int 18 Optional
  sendCount int 18 Optional
  confirmedSend tinyint 1 Optional
  allowDuplicates tinyint 1 Optional
  createTimestamp timestamp 255 Optional

 


EmailListing

Contains information about a group of emails, including the ID, HTML content, subject line, and thumbnail image.

 

Name

 Type Length Is Required
  id  int 18 Optional
  createTimestamp timestamp 255 Optional
  title varchar 255 Optional
  subject varchar 255 Optional
  thumbnail varchar 255 Optional

 


EmailSend

Contains data about particular email jobs, such as opens, clicks, and unsubscribe metrics.

 

Name

 Type Length Is Required
  id int 18 Optional
  emailID int 18 Optional
  workflowID int 18 Optional
  sendCount int 50 Optional
  statistics hash 255 Optional
  domains hash 255 Optional
  numUnsubscribeReasons array 50 Optional
  uniqueOpens int 50 Optional
  uniqueClicks int 50 Optional

 


EmailSendEvent

Contains information about actions a lead took with an email job.

 

Name

 Type Length Is Required
  id int 18 Optional
  contactID int 18 Optional
  type varchar 50 Optional

 


Event

Contains information related to Lead Gen & CRM user events, similar to the Life of the Lead.

 

Name

 Type Length Is Required
  id int 18 Optional
  leadID int 18 Required
  eventName varchar 255 Required
  whatID int 18 Optional
  whatType varchar 255 Optional
  eventData text 255 Optional
  eventSource text 255 Optional
  createTimeStamp timestamp 255 Required

 


Field

Contains metadata for a Lead Gen & CRM field. This includes both lead and opportunity fields. The systemName is a key that can be specified in any POST to create or update an object.

 

Name

 Type Length Is Required
  id int 18 Optional
  relationship varchar 255 Required
  systemName varchar 255 Optional
  label varchar 255 Required
  source varchar 255 Optional
  dataType varchar 255 Required
  dataLength int 18 Required
  isRequired tinyint 1 Required
  isCustom tinyint 1 Required
  isActive tinyint 1 Required
  isAvailableInContactManager tinyint 1 Required
  isEditableInContactManager tinyint 1 Required
  isAvailableInForms tinyint 1 Required

 


FormEventHistory

Ties emailAddresses to trackingIDs. It is useful for de-duping contacts in the CRM.

 

Name

 Type Length Is Required
  id int 18 Optional
  trackingID varchar 50 Optional
  emailAddress varchar 255 Optional
  createTimestamp timestamp 255 Optional

 


Lead

A lead is a prospect who is possibly interested in your product. As a lead progresses through your pipeline, their status changes from unqualified to qualified. A lead can be converted into a contact, opportunity, or account.

If you wish to update custom fields for a lead, specify the custom field's systemName as the key in your lead object. In order to get a list of system names, first retrieve members of the Field table. 

 

Name

 Type Length Is Required
  id bigint 20 Optional
  accountID bigint 20 Optional
  ownerID bigint 20 Optional
  campaignID bigint 20 Optional
  leadStatus picklist   Optional
  leadScore smallint 6 Optional
  leadScoreWeighted smaillint 6 Optional
  persona string 128 Optional
  active tinyint 1 Optional
  firstName varchar 50 Optional
  lastName varchar 50 Optional
  emailAddress varchar 150 Required
  companyName varchar 100 Optional
  title varchar 255 Optional
  street varchar 255 Optional
  city varchar 255 Optional
  country varchar 255 Optional
  state varchar 50 Optional
  zipcode varchar 50 Optional
  website varchar 255 Optional
  phoneNumber varchar 255 Optional
  trackingID varchar 255 Optional
  officePhoneNumber varchar 255 Optional
  phoneNumberExtension varchar 255 Optional
  mobilePhoneNumber varchar 255 Optional
  faxNumber varchar 255 Optional
  description text   Optional
  industry varchar 255 Optional
  isUnsubscribed tinyint 1 Optional
  updateTimestamp timestamp   Optional

 


List

A segmented audience of leads in Lead Gen & CRM.

 

Name

 Type Length Is Required
  id int 18 Optional
  name varchar 255 Optional
  memberCount int 18 Optional
  removedCount int 18 Optional
  createTimestamp timestamp 255 Optional
  description varchar 255 Optional

 


ListMember

A mapping table that corresponds leads in Lead Gen & CRM to the list they are members of.

 

Name

 Type Length Is Required
  id int 18 Optional
  listID int 18 Optional
  memberID int 18 Optional
  isRemoved tinyint 1 Optional

 

 

ListMembership

Shows by ID all of the lists a lead is a member of, as well as when they were added to the list.

 

Name

 Type Length Is Required
  id int 18 Optional
  name varchar 255 Optional
  status varchar 50 Optional
  createTimestamp timestamp 255 Optional

 


ListTag

A table of all list tags in an instance of Lead Gen & CRM. List tags are used to group similar lists together for aggregate list sends, automation, and reporting.

 

Name

 Type Length Is Required
  id int 18 Optional
  label varchar 50 Optional
  objectType varchar 50 Optional

 


Opportunity

An opportunity represents a potential deal that has an expected value. An opportunity can be associated with a lead or account, as well as a campaign.

 

Name

 Type Length Is Required
  id int 18 Optional
  ownerID int 18 Required
  dealStageID int 18 Required
  accountID  int 18 Optional
  campaignID int 18 Optional
  opportunityName  varchar 255 Required
  probability  double 18 Optional
  amount double 18 Optional
  isClosed  tinyint 1 Optional
  isWon  tinyint   Optional
  isActive  tinyint 1 Optional
  closeDate  timestamp 255 Required
  originatingLeadID int 18 Optional
  primaryLeadID  int 18 Optional

 


OpportunityLead

A mapping table that represents an association between an opportunity and lead. Each opportunity in Lead Gen & CRM can consist of multiple leads.

 

Name

 Type Length Is Required
  id int 18 Optional
  opportunityID int 18 Required
  leadID int 18 Required

 


RemovedListMember

A table containing information on leads removed from a particular list.

 

Name

 Type Length Is Required
  listMemberID int 18 Optional
  listID int 18 Optional
  isRemoved tinyint 1 Optional
  isUnsubscribed tinyint 1 Optional
  hardBounced tinyint 1 Optional
  leadID int 18 Optional
  firstName varchar 50 Optional
  lastName varchar 50 Optional
  emailAddress varchar 150 Optional

 


ScheduleSend

An email send that is scheduled to be performed in Lead Gen & CRM. A listID or listTagID must be specified. The send must either be scheduled to send immediately, or a date/time must be provided.

 

Name

 Type Length Is Required
  emailID int 18 Required
  listID int 18 Required
  listTagID int 18 Required
  immediate tinyint 1 Optional
  date date 255 Optional
  hours int 18 Optional
  minutes int 18 Optional
  meridiem varchar 255 Optional
  sendDuplicate tinyint 1 Optional

 


ScheduleSendQueue

Contains information about email jobs sending in the Schedule Events queue.

 

Name

 Type Length Is Required
  id int 18 Optional
  active tinyint 1 Optional
  fromemail varchar 150 Optional
  fromname varchar 50 Optional
  senddate timestamp 255 Optional
  startdate timestamp 255 Optional
  subject varchar 150 Optional

 


UnsubscribeCategory

Consists of the different email categorizations that Lead Gen & CRM users can label emails with, and also the categories that recipients can choose to unsubscribe from.

 

Name

 Type Length Is Required
  id int 18 Optional
  companyProfileID int 18 Optional
  label varchar 50 Optional

 


UpdateResult

Contains information about the success of an update operation, and also an array of any errors associated with the operation.

 

Name

 Type Length Is Required
  success tinyint 1 Optional
  error hash 255 Optional

 


UserProfile

Consists of Lead Gen & CRM user accounts. This ID can be used in the lead owner field in the lead table, as well as in the opportunity table.

 

Name

 Type Length Is Required
  id int 18 Optional
  firstName varchar 50 Required
  lastName varchar 50 Required
  displayName varchar 100 Required
  emailAddress varchar 100 Required
  isActive tinyint 1 Required
  isReseller tinyint 1 Optional
  userTimezone varchar 255 Optional
  phone varchar 255 Optional

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