Lead API feature request: find lead(s) on Person and/or Organisation ID
TLDR?: Request API option to find lead on Org ID and/or Person ID
Hi team, great to see the progress on the API's, esp for Leads which we're embracing.
I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something functionally the same (e.g. query the Person/organisation by ID, to get that entities' connected Leads objects)
Scenario: Some one signs up in one of our channels, thus becoming a lead for us. Now, it is very doable for us to then proceed to check if the person or organisation of that person already exists and update that info. But we cannot do the same with leads. So in case the person already is a lead, we would like to query that and update the lead, rather than create a new one, causing duplication/mess.
I now see no way around this, preventing a pretty reasonable automation in Leads....
thanks!
Marcel
Answers
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Please, help with this. Is there any workaround?
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@user_it_noonica As Pipedrive is designed today, the best solution available is to use a Stage to capture "New Leads" rather than the Lead Inbox. So, rather than creating a Lead, you just create a Deal from the get-go in the 1st stage of your pipeline.
If you would like additional support, feel free to reach out.
- Liz
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