API - Basic steps to register Lead (Postman)

Currently in Spotter we have some ways to register Leads. In this article, we will deal with inserting Leads via API with Postman (if you don't have it installed, you can download it by clicking here ).  

After downloading, open Postman and click on "Collections" > + > Assign a name to this folder (where the requests will be) > click on the three dots > Add Request:

The first step is to identify the correct documentation, from there we will have the EndPoint to be used. When it comes to using Spotter V2, this is the documentation to be used:  https://exactspotter.docs.apiary.io/#/reference/0/leads-insercao

After accessing the documentation, locate in Postman where to insert the EndPoint and Headers:

IMPORTANT:  The Token is found in Spotter by accessing the left side menu "Settings" > Integrations > Token Exact API.

After making the initial adjustment, let's move on to the content to be sent to Spotter. In the documentation we see some information options to be sent. To fill in which data you want to send, first select the "Body" > Raw part. In this article we will make the request by JSON :

By obligation, only the value "name" must be filled in. The origin and market, which are mandatory fields to be filled in within Spotter, when they are not filled in in the request via API, are left with the value "N/A" in Spotter and the Lead is sent randomly among the available SDRs, unless the e-mail of the SDR { sdrEmail } to be assigned is inserted in the request .

To fill in the CPF/CNPJ field, the filling option must be enabled within Spotter. This can be checked by accessing the menu Settings > Advanced Settings > Others:

If the field is disabled and the data is still sent to the Lead, the information will not be included in the Lead's details.

However, when enabling the CPF/CNPJ function, the value will appear as sent in the request:

Rate this article so we can improve our service