[API] Specify a Source channel when adding a deal

antcatel
antcatel Member Posts: 2 NEW MEMBER
edited April 8 in Apps and Integrations #1

Hey,

I'm stuck with what I think a very simple problem.
I can't seem to find how to add a deal, using the API, and specify its Source Channel.

However, the Lead API seems to have that property. So I could add a lead with a Source Channel, but then, there is no way to convert that lead to a deal through the API. Effectively, it seems that there is no way to insert a new deal with a defined source channel using the API.

Or am I missing something?

Thanks!

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Answers

  • Michael Tomar
    Michael Tomar Member Posts: 22 VERIFIED MEMBER
    Second Anniversary 10 Comments Photogenic
    #2

    When adding a deal via Pipedrive's API, you can specify the source channel by including the source_channel and source_channel_id fields in your request payload. The source_channel is a customizable field where you can define the channel, and source_channel_id allows for further specification. Ensure these fields are correctly set up in your Pipedrive account to match your input values. This approach enables accurate tracking of deal origins through the API. Hope this helps!​

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