Sales Dashboard
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Endpoints
GET
GET
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GET
Retrieves contactsPOST
Creates a new contactGET
Retrieves documents for a contactPOST
Uploads a document to a contactGET
Retrieves the activity feed for a contactGET
Retrieves whatsapp conversations for a contactGET
Retrieves a specific contactDELETE
Deletes a contactPUT
Updates a contactPOST
Adds a comment to a contactPOST
Assigns a user to a contactPOST
Updates a contact's current playbookPOST
WebhooksPOST
Webhooks example: contact_comment_createdPOST
Webhooks example: contact_createdPOST
Webhooks example: contact_deletedPOST
Webhooks example: contact_updatedPOST
Webhooks example: deal_updatedPOST
Webhooks example: document_createdPOST
Webhooks example: incoming_callPOST
Webhooks example: submitted_form_createdPOST
Webhooks example: task_completedPOST
Webhooks example: whatsapp_receivedPer-agent sales dashboard data export
/sales_dashboard/performance?playbook_id=507f1f77bcf86cd799439011&user_id=507f1f77bcf86cd7...
/sales_dashboard/sales_goals?playbook_id=507f1f77bcf86cd799439011&start_date=2024-01-01&en...