{"id":2,"date":"2023-02-07T21:54:43","date_gmt":"2023-02-07T21:54:43","guid":{"rendered":"https:\/\/corretorcrm.com\/ajuda\/?page_id=2"},"modified":"2023-02-13T22:47:45","modified_gmt":"2023-02-13T22:47:45","slug":"sample-page","status":"publish","type":"page","link":"https:\/\/corretorcrm.com\/ajuda\/","title":{"rendered":"Ajuda e API"},"content":{"rendered":"

[vc_row enable_gradient=”yes” css=”.vc_custom_1615285704454{margin-top: 50px !important;border-bottom-width: 1px !important;padding-top: 60px !important;border-bottom-color: #e8e8e8 !important;border-bottom-style: solid !important;}” gradient_bg=”linear-gradient(180deg, rgb(248, 251, 255) 0.6369426751592356%, rgb(255, 255, 255) 99.04458598726114%)” responsive_css=”margin_top_medium:0px|padding_top_medium:100px|padding_bottom_medium:60px”][vc_column align=”text-center” offset=”vc_col-md-offset-3 vc_col-md-6″ css=”.vc_custom_1607066650054{margin-bottom: 25px !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”h6″ transform=”text-uppercase” enable_bg=”yes” fh_border_radius=”round” use_custom_fonts_title=”true” color=”rgb(51, 59, 65)” fs=”text_small:11px” ls=”text_small:0.1em” padding=”top_small:7px|right_small:20px|bottom_small:7px|left_small:20px” fh_bg=”rgb(237, 243, 247)” margin=”bottom_small:1.5em”]Encontre suas Respostas[\/ld_fancy_heading][ld_fancy_heading alignment=”text-center” enable_txt_rotator=”yes” items=”%5B%7B%7D%5D” use_custom_fonts_title=”true” gradient=”linear-gradient(156deg, #3d00c6 0%, rgb(241,77,255) 70.06369426751593%)” fs=”text_small:50px” lh=”text_small:0.85em” ls=”text_small:-0.02em” margin=”bottom_small:0.35em” fw=”text_small:700″]Suporte[\/ld_fancy_heading][ld_fancy_heading tag=”p” use_custom_fonts_title=”true” lh=”text_small:29px” padding=”right_all:12%25|left_all:12%25″ fs=”text_small:20px”]Veja abaixo os primeiros passos de como acessar a plataforma, d\u00favidas frequentes e suporte.[\/ld_fancy_heading][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1610731698842{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][ld_tabs style=”style03″ use_custom_fonts_nav=”true” primary_color=”rgb(223, 224, 234)” active_color=”rgb(0, 0, 0)” fs=”14px” fw=”700″ text_color=”rgb(44, 44, 44)” primary_hcolor=”rgb(119, 81, 255)” text_hcolor=”rgb(113, 68, 255)” icon_hcolor=”rgb(79, 79, 79)” icon_color=”rgb(178, 178, 178)”][ld_tab_section i_type=”linea” title=”Introdu\u00e7\u00e3o” tab_id=”1533026199621-94d7bc08-4b10838d-ffce” i_icon_linea=”lqd-icn-ess icon-lqd-user-2″ primary_color=”rgb(40, 40, 40)” primary_hcolor=”rgb(132, 38, 255)”][vc_row_inner][vc_column_inner align=”text-center” offset=”vc_col-md-offset-2 vc_col-md-8″ css=”.vc_custom_1675899413197{padding-right: 1% !important;padding-left: 1% !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”p” enable_bg=”yes” fh_border_radius=”circle” use_custom_fonts_title=”true” color=”rgb(98, 69, 255)” padding=”top_small:0.625em|right_small:1em|bottom_small:0.625em|left_small:1em” fh_bg=”rgb(237, 238, 255)” fs=”text_small:20px”]Modo Lista[\/ld_fancy_heading][ld_fancy_heading tag=”p” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Ap\u00f3s acessar a plataforma voc\u00ea ter\u00e1 duas op\u00e7\u00f5es para visualizar os leads, o primeiro acesso como padr\u00e3o \u00e9 a visualiza\u00e7\u00e3o Modo Lista.<\/p>\n

Como mostra a op\u00e7\u00e3o selecionada abaixo, clicando na parte superior direita.[\/ld_fancy_heading][vc_single_image image=”21″ style=”vc_box_shadow_border”][ld_fancy_heading tag=”p” enable_bg=”yes” fh_border_radius=”circle” use_custom_fonts_title=”true” color=”rgb(98, 69, 255)” padding=”top_small:0.625em|right_small:1em|bottom_small:0.625em|left_small:1em” fh_bg=”rgb(237, 238, 255)” fs=”text_small:20px”]Modo KANBAN[\/ld_fancy_heading][ld_fancy_heading tag=”p” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Modo Kanban \u00e9 uma visualiza\u00e7\u00e3o mais f\u00e1cil para verificar as etapas de cada negocia\u00e7\u00e3o, \u00e9 uma op\u00e7\u00e3o mais recomendada .<\/p>\n

Clique no bot\u00e3o superior direito para visualizar os leads no modo Kanban.[\/ld_fancy_heading][vc_single_image image=”47″ style=”vc_box_shadow_border”][\/vc_column_inner][\/vc_row_inner][\/ld_tab_section][ld_tab_section i_type=”linea” title=”Etapas do Lead” tab_id=”lqd-1676308109151-e7ad0b8b-1ebd” i_icon_linea=”lqd-icn-ess icon-lqd-target” primary_color=”rgb(40, 40, 40)” primary_hcolor=”rgb(132, 38, 255)”][vc_row_inner][vc_column_inner align=”text-center” offset=”vc_col-md-offset-2 vc_col-md-8″ css=”.vc_custom_1675899413197{padding-right: 1% !important;padding-left: 1% !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”p” enable_bg=”yes” fh_border_radius=”circle” use_custom_fonts_title=”true” color=”rgb(98, 69, 255)” padding=”top_small:0.625em|right_small:1em|bottom_small:0.625em|left_small:1em” fh_bg=”rgb(237, 238, 255)” fs=”text_small:20px”]Modo Lista[\/ld_fancy_heading][ld_fancy_heading tag=”p” alignment=”text-left” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Ap\u00f3s clicar no lead voc\u00ea ser\u00e1 direcionado para a tela abaixo, onde ter\u00e1 as informa\u00e7\u00f5es e etapas do funil.<\/p>\n

Voc\u00ea poder\u00e1 alterar clicando diretamente na etapa escolhida.
\nVisualize e adicione registros de atividades, follow-ups e notas.[\/ld_fancy_heading][vc_single_image image=”93″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][ld_fancy_heading tag=”p” enable_bg=”yes” fh_border_radius=”circle” use_custom_fonts_title=”true” color=”rgb(98, 69, 255)” padding=”top_small:0.625em|right_small:1em|bottom_small:0.625em|left_small:1em” fh_bg=”rgb(237, 238, 255)” fs=”text_small:20px”]Modo KANBAN[\/ld_fancy_heading][ld_fancy_heading tag=”p” alignment=”text-left” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]No modo Kanban, voc\u00ea poder\u00e1 altera a etapa do lead simplesmente arrastando para a coluna escolhida,<\/p>\n

ou no modo abaixo na vis\u00e3o r\u00e1pida.[\/ld_fancy_heading][vc_single_image image=”94″ style=”vc_box_shadow_border”][\/vc_column_inner][\/vc_row_inner][\/ld_tab_section][ld_tab_section i_type=”linea” title=”Importa\u00e7\u00e3o e Exporta\u00e7\u00e3o” tab_id=”ld-1576232120981-c979a48f-113f838d-ffce” i_icon_linea=”lqd-icn-ess icon-ion-ios-arrow-round-down”][vc_row_inner][vc_column_inner align=”text-center” offset=”vc_col-md-offset-2 vc_col-md-8″ css=”.vc_custom_1533026609059{padding-right: 8% !important;padding-left: 8% !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”p” enable_bg=”yes” fh_border_radius=”circle” use_custom_fonts_title=”true” color=”rgb(98, 69, 255)” padding=”top_small:0.625em|right_small:1em|bottom_small:0.625em|left_small:1em” fh_bg=”rgb(237, 238, 255)” fs=”text_small:20px”]Importando Leads[\/ld_fancy_heading][ld_fancy_heading tag=”p” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]No modo de exibi\u00e7\u00e3o Lista, clique nos 3 pontinhos na parte superior direita, em seguida, clique em Importar[\/ld_fancy_heading][vc_single_image image=”86″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][ld_fancy_heading tag=”p” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Clique no bot\u00e3o > Baixar Modelo de Importa\u00e7\u00e3o<\/p>\n

Abra o modelo no Google Planilhas (Mais f\u00e1cil) inclua os dados dos leads de acordo com as colunas.<\/p>\n

Salve em CSV no seu computador.<\/p>\n

Carregue a Planilha no CRM.[\/ld_fancy_heading][vc_single_image image=”89″ style=”vc_box_shadow_border”][\/vc_column_inner][\/vc_row_inner][\/ld_tab_section][ld_tab_section i_type=”linea” title=”Gerando Chave API” tab_id=”lqd-1676320088193-1ccb0f94-7375″ i_icon_linea=”lqd-icn-ess icon-lqd-tools” primary_color=”rgb(40, 40, 40)” primary_hcolor=”rgb(132, 38, 255)”][vc_row_inner][vc_column_inner align=”text-center” offset=”vc_col-md-offset-2 vc_col-md-8″ css=”.vc_custom_1675899413197{padding-right: 1% !important;padding-left: 1% !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”p” alignment=”text-left” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Clique em > Tokens de Acesso Pessoal[\/ld_fancy_heading][ld_spacer][vc_single_image image=”99″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][ld_fancy_heading tag=”p” alignment=”text-left” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]Clique no bot\u00e3o > Criar Token de Acesso – Digite um nome.
\nCopie seu Token[\/ld_fancy_heading][vc_single_image image=”100″ style=”vc_box_shadow_border”][\/vc_column_inner][\/vc_row_inner][\/ld_tab_section][ld_tab_section i_type=”linea” title=”Documenta\u00e7\u00e3o API” tab_id=”lqd-1676309858401-5db69861-d5c4″ i_icon_linea=”lqd-icn-ess icon-lqd-cogs” primary_color=”rgb(40, 40, 40)” primary_hcolor=”rgb(132, 38, 255)”][vc_row_inner full_width=””][vc_column_inner width=”1\/6″][\/vc_column_inner][vc_column_inner width=”2\/3″][ld_spacer height=”50px”][vc_column_text]Dependendo do seu servidor web, a API do CRM Vendedor \u00e9 exposta como um servi\u00e7o HTTP\/1 e HTTP\/2 sobre SSL (recomendado). Todos os endpoints ficam nas seguintes URLs<\/span><\/p>\n

Principal <\/strong>(Plano Individual)
\nhttps:\/\/app.corretorcrm.com\/api<\/strong><\/span><\/p>\n

Empresa e Equipes<\/strong> (Plano Empresarial)
\nhttps:\/\/seunome.corretorcrm.com\/api<\/p>\n

WhiteLabel\u00a0<\/b>
\nhttps:\/\/seudominio.com\/api
\n<\/span><\/p>\n

e geralmente seguem a arquitetura REST.<\/span><\/p>\n

 <\/p>\n

Tipo de conte\u00fado<\/span><\/h2>\n

Todas as solicita\u00e7\u00f5es devem ser codificadas como JSON com o\u00a0application\/json<\/code>cabe\u00e7alho Content-Type:.\u00a0A maioria das respostas, incluindo erros, tamb\u00e9m \u00e9 codificada exclusivamente como JSON.<\/p>\n

Autentica\u00e7\u00e3o<\/span><\/h2>\n

Forne\u00e7a seu token de API como parte do cabe\u00e7alho de autoriza\u00e7\u00e3o\u00a0Authorization: Bearer {token}<\/code>. Seu Token gerado no CRM.<\/p>\n

Se a autentica\u00e7\u00e3o n\u00e3o for bem-sucedida, o c\u00f3digo de status\u00a0401<\/strong>\u00a0ser\u00e1 retornado.<\/p>\n

Cada usu\u00e1rio que tem acesso a API habilitado, pode gerar um token de API para ser utilizado para autoriza\u00e7\u00e3o, fazendo com que as requisi\u00e7\u00f5es de API funcionem da mesma forma que uma a\u00e7\u00e3o \u00e9 realizada via Dashboard.<\/p>\n

Para gerar um token de API, fa\u00e7a login no CRM\u00a0 e clique no menu suspenso do perfil da barra lateral e clique em Tokens de acesso pessoal.<\/strong><\/p>\n

Verbos HTTP comuns<\/span><\/h2>\n\n\n\n\n\n\n\n\n
Verb<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
GET<\/span><\/td>\nUsado para recuperar recursos.<\/td>\n<\/tr>\n
POST<\/span><\/span><\/td>\nUsado para criar recursos.<\/td>\n<\/tr>\n
\u00a0PUT\u00a0<\/span><\/span><\/td>\nUsado para atualizar recursos.<\/td>\n<\/tr>\n
DELETE<\/span><\/strong><\/span><\/td>\nUsado para excluir recursos.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Pagina\u00e7\u00e3o<\/h2>\n

As solicita\u00e7\u00f5es que retornam v\u00e1rios itens ser\u00e3o paginadas para\u00a015 itens por padr\u00e3o<\/strong>\u00a0.\u00a0Voc\u00ea pode especificar outras p\u00e1ginas com o\u00a0?page<\/code>par\u00e2metro de string de consulta.\u00a0Para alguns recursos, voc\u00ea tamb\u00e9m pode definir um tamanho de p\u00e1gina personalizado de at\u00e9 100 com o\u00a0?per_page<\/code>par\u00e2metro.\u00a0Observe que, por motivos t\u00e9cnicos,\u00a0nem todos os endpoints respeitam o\u00a0?per_page<\/code>par\u00e2metro<\/strong>\u00a0.<\/p>\n

Limita\u00e7\u00e3o de taxa<\/span><\/h2>\n

Limitamos o n\u00famero de chamadas que voc\u00ea pode fazer em um determinado per\u00edodo de tempo.\u00a0Os limites de taxa variam e s\u00e3o especificados pelo seguinte cabe\u00e7alho em todas as respostas:<\/p>\n\n\n\n\n\n\n
Nome do cabe\u00e7alho<\/th>\nDescri\u00e7\u00e3o<\/th>\n<\/tr>\n<\/thead>\n
X-RateLimit-Limit<\/td>\nO n\u00famero m\u00e1ximo de solicita\u00e7\u00f5es que voc\u00ea tem permiss\u00e3o para fazer por minuto.<\/td>\n<\/tr>\n
X-RateLimit-Remaining<\/td>\nO n\u00famero de solicita\u00e7\u00f5es restantes na janela de limite de taxa atual.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Se voc\u00ea exceder o limite de taxa, uma resposta de erro ser\u00e1 retornada com o status\u00a0429 Too Many Requests<\/code>.<\/p>\n

Os campos personalizados<\/span><\/h2>\n

A se\u00e7\u00e3o abaixo explica como usar e fornecer os campos personalizados por meio da API do Concord CRM.\u00a0Normalmente, quando voc\u00ea cria campos personalizados no Concord CRM e planeja usar a API, voc\u00ea desejar\u00e1 preencher esses campos personalizados com dados via HTTP POST <\/span>e GET <\/span>solicita\u00e7\u00f5es<\/p>\n

Salvando campos personalizados<\/span><\/h2>\n

Ao salvar em campos personalizados em recursos,\u00a0voc\u00ea precisar\u00e1 usar o ID de campo personalizado<\/strong>\u00a0fornecido durante a cria\u00e7\u00e3o do campo personalizado.\u00a0O ID deve ser adicionado \u00e0 carga \u00fatil da solicita\u00e7\u00e3o HTTP com o valor apropriado com base no tipo de campo personalizado.<\/p>\n

Encontre a lista abaixo para ver exemplos de chave de campo personalizado e seus valores ao fornecer na solicita\u00e7\u00e3o.<\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Type<\/th>\nValue Type<\/th>\nSample Payload<\/th>\n<\/tr>\n<\/thead>\n
Boolean<\/td>\nboolean<\/code><\/td>\n[ ...payload, \"field_id\" => true ]<\/code><\/td>\n<\/tr>\n
Checkbox<\/td>\narray<\/code><\/td>\n[ ...payload, \"field_id\" => [5] \/\/ options id's ]<\/code><\/td>\n<\/tr>\n
Date<\/td>\ndate<\/code><\/td>\n[ ...payload, \"field_id\" => \"2020-11-26\" ]<\/code><\/td>\n<\/tr>\n
DateTime<\/td>\ndate<\/code>\u00a0UTC<\/strong><\/td>\n[ ...payload, \"field_id\" => \"2020-11-26 06:00:00\" ]<\/code><\/td>\n<\/tr>\n
Email<\/td>\nstring<\/code><\/td>\n[ ...payload, 'field_id' => \"john@example.com\" ]<\/code><\/td>\n<\/tr>\n
MultiSelect<\/td>\narray<\/code><\/td>\n[ ...payload, \"field_id\" => [5] \/\/ options id's ]<\/code><\/td>\n<\/tr>\n
Number<\/td>\ninteger<\/code><\/td>\n[ ...payload, \"field_id\" => 200 ]<\/code><\/td>\n<\/tr>\n
Numeric<\/td>\ndecimal(15, 3)<\/code><\/td>\n\n

[ ...payload, \"field_id\" => 1250.330 ]<\/code><\/p>\n

[ ...payload, \"field_id\" => 1300 ]<\/code><\/td>\n<\/tr>\n

Radio<\/td>\ninteger<\/code><\/td>\n[ ...payload, \"field_id\" => 5 \/\/ option id ]<\/code><\/td>\n<\/tr>\n
Select<\/td>\ninteger<\/code><\/td>\n[ ...payload, \"field_id\" => 10 \/\/ option id ]<\/code><\/td>\n<\/tr>\n
Text<\/td>\nstring<\/code><\/td>\n[ ...payload, \"field_id\" => \"Sample Text\" ]<\/code><\/td>\n<\/tr>\n
Textarea<\/td>\nstring<\/code><\/td>\n[ ...payload, \"field_id\" => \"Sample Text\" ]<\/code><\/td>\n<\/tr>\n
Timezone<\/td>\nstring<\/code><\/td>\n[ ...payload, \"field_id\" => \"America\/Toronto\" ]<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text][vc_column_text]Endpoints de API para neg\u00f3cios<\/strong><\/span><\/p>\n

 <\/p>\n

Criando Leads<\/span> Post<\/span><\/span><\/h2>\n
\n

\nInforme o link de acordo com o seu Plano<\/em><\/span><\/span><\/div>\n
<\/div>\n
\n

(Plano Individual)<\/strong>
\nhttps:\/\/app.corretorcrm.com\/<\/span>api\/deals<\/span><\/span><\/p>\n

(Plano Empresarial)<\/strong>
\nhttps:\/\/seunome.corretorcrm.com\/<\/span>api\/deals<\/p>\n

(WhiteLabel)<\/strong>
\nhttps:\/\/seudominio.com\/<\/span>api\/deals<\/div>\n

<\/div>\n
\n
\n

Headers<\/span><\/h2>\n\n\n\n\n\n
Content-Type <\/span>REQUERIDOS<\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Accept REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Authorization REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\nBearer {token}<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n

<\/h2>\n

Body Parameters<\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n
name\u00a0 REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\n<\/td>\n<\/tr>\n
stage_id REQUERIDOS<\/span><\/span><\/span><\/td>\ninteger<\/code><\/td>\nID da Etapa do Funil<\/td>\n<\/tr>\n
amount<\/span><\/td>\nnumber<\/code><\/td>\n<\/td>\n<\/tr>\n
expected_close_date<\/span><\/td>\ndate<\/code><\/td>\nData de fechamento esperada no formato UTC<\/td>\n<\/tr>\n
user_id<\/span><\/td>\ninteger<\/code><\/td>\nID do agente de vendas \/ respons\u00e1vel pelo Neg\u00f3cio<\/td>\n<\/tr>\n
status<\/span><\/td>\nstring<\/code><\/td>\nAny of\u00a0['aberto', 'ganho', 'perdido']<\/code><\/td>\n<\/tr>\n
lost_reason<\/span><\/td>\nstring<\/code><\/td>\nAplic\u00e1vel quando o status<\/strong> \u00e9 perdido<\/code>.<\/td>\n<\/tr>\n
contacts<\/span><\/td>\narray<\/code><\/td>\n<\/td>\n<\/tr>\n
companies<\/span><\/td>\narray<\/code><\/td>\nID da empresa \u00e0 qual o neg\u00f3cio est\u00e1 associado.<\/td>\n<\/tr>\n
…customFields<\/span><\/td>\nmixed<\/code><\/td>\nCampos personaliz\u00e1veis<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

Atualizar Neg\u00f3cios<\/span>\u00a0GET<\/span><\/span><\/h2>\n<\/div>\n<\/div>\n
\n

(Plano Individual)<\/strong>
\nhttps:\/\/app.corretorcrm.com\/<\/span>api\/deals\/{id}<\/span><\/span><\/span><\/p>\n

(Plano Empresarial)<\/strong>
\nhttps:\/\/seunome.corretorcrm.com\/<\/span>api\/deals\/{id}<\/span><\/p>\n

(WhiteLabel)<\/strong>
\nhttps:\/\/seudominio.com\/<\/span>api\/deals\/{id}<\/span><\/div>\n

<\/div>\n
\n
\n
\n

Headers<\/span><\/h2>\n\n\n\n\n\n
Content-Type <\/span>REQUERIDOS<\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Accept REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Authorization REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\nBearer {token}<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n

Parametros<\/span><\/h2>\n\n\n\n
id REQUERIDOS<\/span><\/span><\/span><\/td>\ninteger<\/code><\/td>\nID do Neg\u00f3cio<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Body Parameters<\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n
name\u00a0 REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\n<\/td>\n<\/tr>\n
stage_id REQUERIDOS<\/span><\/span><\/span><\/td>\ninteger<\/code><\/td>\nID da Etapa do Funil<\/td>\n<\/tr>\n
amount<\/span><\/td>\nnumber<\/code><\/td>\n<\/td>\n<\/tr>\n
expected_close_date<\/span><\/td>\ndate<\/code><\/td>\nData de fechamento esperada no formato UTC<\/td>\n<\/tr>\n
user_id<\/span><\/td>\ninteger<\/code><\/td>\nID do agente de vendas \/ respons\u00e1vel pelo Neg\u00f3cio<\/td>\n<\/tr>\n
status<\/span><\/td>\nstring<\/code><\/td>\nAny of\u00a0['aberto', 'ganho', 'perdido']<\/code><\/td>\n<\/tr>\n
lost_reason<\/span><\/td>\nstring<\/code><\/td>\nAplic\u00e1vel quando o status<\/strong> \u00e9 perdido<\/code>.<\/td>\n<\/tr>\n
contacts<\/span><\/td>\narray<\/code><\/td>\n<\/td>\n<\/tr>\n
companies<\/span><\/td>\narray<\/code><\/td>\nID da empresa \u00e0 qual o neg\u00f3cio est\u00e1 associado.<\/td>\n<\/tr>\n
…customFields<\/span><\/td>\nmixed<\/code><\/td>\nCampos personaliz\u00e1veis<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n

Excluir Neg\u00f3cios<\/span>\u00a0<\/span>Delete<\/span><\/h2>\n
\n
<\/div>\n
\n
Informe o link de acordo com o seu Plano<\/em><\/span><\/span><\/div>\n
<\/div>\n
\n

(Plano Individual)<\/strong>
\nhttps:\/\/app.corretorcrm.com\/<\/span>api\/deals\/{id}<\/span><\/span><\/span><\/p>\n

(Plano Empresarial)<\/strong>
\nhttps:\/\/seunome.corretorcrm.com\/<\/span>api\/deals\/{id}<\/span><\/p>\n

(WhiteLabel)<\/strong>
\nhttps:\/\/seudominio.com\/<\/span>api\/deals\/{id}<\/span><\/div>\n<\/div>\n

<\/div>\n
<\/div>\n<\/div>\n
\n
\n

Headers<\/span><\/h2>\n\n\n\n\n\n
Content-Type <\/span>REQUERIDOS<\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Accept REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Authorization REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\nBearer {token}<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n

Parametros<\/span><\/h2>\n\n\n\n
id REQUERIDOS<\/span><\/span><\/span><\/td>\ninteger<\/code><\/td>\nID do Neg\u00f3cio<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Alterar Status do Neg\u00f3cios<\/span>\u00a0GET<\/span><\/span><\/h2>\n
\n
<\/div>\n
\n
Informe o link de acordo com o seu Plano<\/em><\/span><\/span><\/div>\n
<\/div>\n
\n

(Plano Individual)<\/strong>
\nhttps:\/\/app.corretorcrm.com\/<\/span>api\/deals\/{id}\/status\/{status}<\/span><\/span><\/span><\/p>\n

(Plano Empresarial)<\/strong>
\nhttps:\/\/seunome.corretorcrm.com\/<\/span>api\/deals\/{id}\/status\/{status}<\/span><\/p>\n

(WhiteLabel)<\/strong>
\nhttps:\/\/seudominio.com\/<\/span>api\/deals\/{id}\/status\/{status}<\/span><\/div>\n<\/div>\n

<\/div>\n
<\/div>\n<\/div>\n
\n
\n

Headers<\/span><\/h2>\n\n\n\n\n\n
Content-Type <\/span>REQUERIDOS<\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Accept REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\napplication\/json<\/td>\n<\/tr>\n
Authorization REQUERIDOS<\/span><\/span><\/span><\/td>\nstring<\/code><\/td>\nBearer {token}<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
<\/div>\n
<\/div>\n
\n

Parametros<\/span><\/h2>\n\n\n\n\n
id REQUERIDOS<\/span><\/span><\/span><\/td>\ninteger<\/code><\/td>\nId do Neg\u00f3cio<\/td>\n<\/tr>\n
status REQUERIDOS<\/span><\/span><\/td>\nstring<\/code><\/td>\nEscolha uma op\u00e7\u00e3o ['open', 'won', 'lost']<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

open: aberto \/ won: ganho \/ lost: perdido<\/span><\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/6″][\/vc_column_inner][\/vc_row_inner][ld_spacer][\/ld_tab_section][ld_tab_section i_type=”linea” title=”Integra\u00e7\u00f5es” tab_id=”lqd-1676306200178-9048f87e-1c02″ i_icon_linea=”lqd-icn-ess icon-lqd-sync” primary_color=”rgb(40, 40, 40)” primary_hcolor=”rgb(132, 38, 255)”][vc_row_inner][vc_column_inner align=”text-center” offset=”vc_col-md-offset-2 vc_col-md-8″ css=”.vc_custom_1675899413197{padding-right: 1% !important;padding-left: 1% !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”p” alignment=”text-left” highlight_reset_onhover=”lqd-highlight-reset-onhover” use_custom_fonts_title=”true” fs=”text_small:20px” lh=”text_small:1.47em” highlight_color=”rgb(228, 59, 59)” color=”rgb(65, 65, 65)”]INTEGRA\u00c7\u00c3O MAKE (API)<\/strong><\/p>\n

<\/p>\n

Leads de Formul\u00e1rio Facebook\u00a0<\/strong><\/p>\n

Crie um conta Gratuita no Make, clique para criar\u00a0<\/a><\/p>\n

No menu clique em > Scenarios e logo ap\u00f3s no bot\u00e3o superior direito > Create a New Scenarios<\/strong><\/p>\n

Ficando exatamente como mostra na imagem abaixo.[\/ld_fancy_heading][vc_column_text]<\/p>\n

Clique no circulo roxo e digite > Facebook Leads Ads<\/strong><\/span><\/span><\/p>\n

[\/vc_column_text][ld_spacer][vc_single_image image=”115″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][vc_column_text]<\/p>\n

Depois em\u00a0 > New Lead<\/strong><\/span><\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”118″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][vc_column_text]<\/p>\n

Conecte sua conta do Facebook, escolha a p\u00e1gina de an\u00fancios e o formul\u00e1rio
\n<\/span><\/span><\/p>\n

Ap\u00f3s conectar sua conta do Facebook.<\/span><\/p>\n

Integra a op\u00e7\u00e3o HTTP<\/strong>, clicando no circulo do Facebook, abrir\u00e1 um nova conex\u00e3o, digite HTTP<\/strong> e clique na op\u00e7\u00e3o > Make a request<\/strong>\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”119″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][vc_column_text]<\/p>\n

Mapeie os Campos <\/strong>\u00a0<\/span><\/p>\n

Importante, os campos abaixo requer aten\u00e7\u00e3o.\u00a0<\/span><\/p>\n

u<\/strong>ser_id <\/strong><\/span>(ID de identifica\u00e7\u00e3o do Corretor que ir\u00e1 receber o lead), voc\u00ea pode verificar o ID <\/span>no CRM em: Configura\u00e7\u00f5es > Usu\u00e1rios\u00a0<\/span><\/p>\n

stage_id\u00a0<\/span> <\/strong>(Id da Etapa do funil, onde o Lead ser\u00e1 cadastrado), veja o id em: Configura\u00e7\u00f5es > Leads > Selecione o Funil\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”121″ style=”vc_box_shadow_border”][vc_column_text]<\/p>\n

clique aqui<\/a> <\/span>para exportar o modelo pronto<\/span><\/p>\n

Para Importar, crie um novo Cen\u00e1rio > Clique nos 3 pontinhos > Import Blueprint<\/span><\/p>\n

Carregue o arquivo baixado (blueprint.json)<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”124″ style=”vc_box_shadow_border”][vc_column_text]<\/p>\n

Ap\u00f3s importado, conecte sua conta do Facebook e mapeie com os\u00a0 dados do Facebook Ads e Ative o Cen\u00e1rio<\/span><\/p>\n

\n

[\/vc_column_text][vc_separator border_width=”2″][vc_column_text]<\/p>\n

INTEGRA\u00c7\u00c3O BOTCONVERSA (WEBHOOKS)<\/span><\/strong><\/span><\/p>\n

Envie dados do BotConversa para o CRM bloco de Webhooks<\/span><\/p>\n

No fluxo da Conversa, crie um bloco de Integra\u00e7\u00e3o via Webhooks<\/strong><\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”129″ style=”vc_box_shadow_border”][vc_separator border_width=”2″][vc_column_text]<\/p>\n

Informe o link do Webhooks (Make), mapeie os campos Body\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”130″ style=”vc_box_shadow_border”][ld_spacer height=”50px”][vc_column_text]<\/p>\n

Criando o Webhooks no Make<\/strong><\/span><\/p>\n

Digite Webhooks > Custom Webhook\u00a0<\/span><\/p>\n

Add > Defina um nome\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”133″ style=”vc_box_shadow_border”][vc_column_text]<\/p>\n

Copie o link do Webhooks e cole no bloco de integra\u00e7\u00e3o do BotConversa.
\nImportante, no Bloco do BC, clique no bot\u00e3o Testar Requisi\u00e7\u00e3o para enviar os dados para o Webhook no Make\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”134″ style=”vc_box_shadow_border”][vc_column_text]<\/p>\n

O cen\u00e1rio ficar\u00e1 exatamente como abaixo. <\/span><\/span><\/p>\n

Baixe o modelo pronto aqui\u00a0<\/a><\/span><\/p>\n

Mapeie os campos do Webhooks. <\/span>
\nAtive o Cen\u00e1rio.\u00a0<\/span><\/p>\n

[\/vc_column_text][vc_single_image image=”135″ style=”vc_box_shadow_border”][\/vc_column_inner][\/vc_row_inner][\/ld_tab_section][\/ld_tabs][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"

[vc_row enable_gradient=”yes” css=”.vc_custom_1615285704454{margin-top: 50px !important;border-bottom-width: 1px !important;padding-top: 60px !important;border-bottom-color: #e8e8e8 !important;border-bottom-style: solid !important;}” gradient_bg=”linear-gradient(180deg, rgb(248, 251, 255) 0.6369426751592356%, rgb(255, 255, 255) 99.04458598726114%)” responsive_css=”margin_top_medium:0px|padding_top_medium:100px|padding_bottom_medium:60px”][vc_column align=”text-center” offset=”vc_col-md-offset-3 vc_col-md-6″ css=”.vc_custom_1607066650054{margin-bottom: 25px !important;}” responsive_align=”text-center”][ld_fancy_heading tag=”h6″ transform=”text-uppercase” enable_bg=”yes” fh_border_radius=”round” use_custom_fonts_title=”true” color=”rgb(51, 59, 65)” fs=”text_small:11px” ls=”text_small:0.1em” padding=”top_small:7px|right_small:20px|bottom_small:7px|left_small:20px” fh_bg=”rgb(237, 243, 247)” margin=”bottom_small:1.5em”]Encontre suas Respostas[\/ld_fancy_heading][ld_fancy_heading alignment=”text-center” enable_txt_rotator=”yes” items=”%5B%7B%7D%5D” use_custom_fonts_title=”true” gradient=”linear-gradient(156deg, #3d00c6 0%, rgb(241,77,255) […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/pages\/2","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/comments?post=2"}],"version-history":[{"count":103,"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/pages\/2\/revisions"}],"predecessor-version":[{"id":136,"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/pages\/2\/revisions\/136"}],"wp:attachment":[{"href":"https:\/\/corretorcrm.com\/ajuda\/wp-json\/wp\/v2\/media?parent=2"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}