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Total Pushed
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Pending Review
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Accepted
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Imported
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Rejected

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Quick Actions

My Leads

Leads from your allowed marketing sources

Name Email Phone Source Status Converted Deal Created Updated Status Updated
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My Pushed Leads

Track the status of leads you have submitted

Name Email Phone Source Status Submitted Rejection Reason
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Person Lookup

Check if a person already exists before pushing a lead.

Push New Lead

Submit a new lead to the tenant.

API Documentation

Use these endpoints to integrate programmatically. Click "Try It" to test with your token.

Authentication

All API requests require the Authorization header with your partner token.

Authorization: Partner YOUR_TOKEN

Person Lookup

Check if a person exists in the system (for duplicate detection).

POST /crm/partner/lookup

Push Lead

Submit a new lead to the tenant.

POST /crm/partner/push

Get Pushed Leads

Retrieve status of leads you've pushed.

GET /crm/partner/pushed

Get Analytics

Get statistics on your pushed leads.

GET /crm/partner/analytics

Get Leads

Get leads filtered by your allowed marketing sources.

GET /crm/partner/leads

Get Contacts

Get contacts filtered by your allowed marketing sources.

GET /crm/partner/contacts

Settings

API Credentials

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Allowed Marketing Sources

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Permissions

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The terms are governed by the agreement between the Tenant and Partner.

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Partner Leads Overview

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Total Leads
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Pending Review
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Accepted
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Imported
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Rejected

By Partner

Partner Total Pending Imported
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Partner Leads

Partner Name Email Phone Status Date Actions
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Configured Partners

Partner Name Partner ID Status Auto Accept Can Push Sources Actions
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