Creating Deal

Creates a new pipeline deal and stores it in the CRM system. You can send either a single object or an array of objects.
POST
/api/pipeline
Body Parameters
company

String

Required

The company name linked to the deal

contact_email

String

The email of the contact linked to the deal

open_date

String

Open date for the deal, yyyy-mm-dd

close_date

String

Close date for the deal, yyyy-mm-dd

deal_size

Integer

The size of the deal

primary_contact

String

The id of the contact linked to the deal

stage

string

Stage of the deal, defaults to Qualification. Stage must be one of the following: Qualification, Discovery, Intrested, Verbal, Proposal, Negotiation, Won, Lost

owner

String

Display name of the deal owner

notes

String

Any notes attached to the deal

Request

                    [
   {
      "deal_size": 52000,
      "stage": "Qualification",
      "open_date": "2024-11-20",
      "company": "Example Inc",
      "notes": "Interested in product demo"
   }
]
                

Bulk Request

                    [
   {
      "deal_size": 23000,
      "primary_contact": "1214141",
      "stage": "Qualification",
      "open_date": "2025-05-20",
      "company": "Example Inc",
      "notes": "Interested in product demo"
   },
   {
      "stage": "Qualification",
      "company": "Example Inc",
      "notes": "Interested in product demo"
   }
]
                
Response:
created_at

String

A timestamp of when the deal was originally created

user_id

String

User id of the owner of the deal

contact_email

String

The email of the contact linked to the deal

open_date

String

Open date for the deal

close_date

String

Close date for the deal

company

String

The company name linked to the deal

deal_size

Integer

The size of the deal

primary_contact

String

The id of the contact linked to the deal

stage

string

Stage of the deal

id

string

Id of created deal

owner

String

Display name of the deal owner

notes

String

Any notes attached to the deal

Response

                    [
   {
      "created_at": "2025-06-16T23:26:53.981037+00:00",
      "user_id": "12345678901",
      "deal_size": 550713,
      "primary_contact": null,
      "stage": "Qualification",
      "open_date": null,
      "close_date": null,
      "owner": "Jane",
      "company": "Example Inc",
      "id": "34567890121",
      "notes": null,
      "contact_email": null
   }
]