Leads

Listar leads

GET /api/v1/crm/leads

Parámetros:

Nombre	Tipo	Descripción
cursor	string	Cursor de paginación
limit	int	Items por página (default 25, máx 100)
filter[status]	string	new, working, mql, sql, converted, disqualified
filter[source]	string	manual, import, api, web_form
filter[owner_id]	string	UUID del propietario
search	string	Búsqueda por nombre, email o empresa
sort	string	-created_at, -score, last_name

Respuesta 200:

{
  "data": [
    {
      "id": "uuid",
      "owner_id": "uuid",
      "email": "[email protected]",
      "first_name": "Carlos",
      "last_name": "Ruiz",
      "phone": "+51 998 765 432",
      "company": "TechWave SAC",
      "job_title": "CTO",
      "source": "web_form",
      "status": "working",
      "score": 35,
      "disqualified_reason": "",
      "converted_at": null,
      "converted_contact_id": null,
      "converted_account_id": null,
      "converted_deal_id": null,
      "tags": ["hot"],
      "metadata": {},
      "last_activity_at": "2026-04-10T15:00:00Z",
      "created_at": "2026-04-08T12:00:00Z",
      "updated_at": "2026-04-10T15:00:00Z"
    }
  ],
  "meta": { "pagination": { "cursor": "eyJ...", "has_next": true, "limit": 25 } }
}

---

Crear lead

POST /api/v1/crm/leads

{
  "email": "[email protected]",
  "first_name": "Carlos",
  "last_name": "Ruiz",
  "phone": "+51 998 765 432",
  "company": "TechWave SAC",
  "job_title": "CTO",
  "source": "api",
  "tags": ["hot"]
}

Respuesta 201: objeto Lead completo.

---

Obtener lead

GET /api/v1/crm/leads/:id

---

Actualizar lead

PATCH /api/v1/crm/leads/:id

Mismos campos que crear. Omite los campos que no quieras cambiar.

---

Eliminar lead

DELETE /api/v1/crm/leads/:id

Respuesta 204 No Content

---

Calificar lead

POST /api/v1/crm/leads/:id/qualify

Cambia el estado del lead a mql o sql según corresponda.

---

Descalificar lead

POST /api/v1/crm/leads/:id/disqualify

{ "reason": "Sin presupuesto" }

---

Convertir lead a contacto

POST /api/v1/crm/leads/:id/convert

{
  "create_account": true,
  "account_name": "TechWave SAC",
  "create_deal": true,
  "deal_title": "Propuesta inicial — TechWave",
  "deal_amount": 5000,
  "deal_currency": "USD",
  "deal_pipeline_id": "uuid"
}

Crea un Contact (y opcionalmente Account + Deal), migra las activities del lead y marca el lead como converted.

Si el lead ya fue convertido, devuelve los IDs existentes (idempotente).

---

Actividades del lead

Listar actividades

GET /api/v1/crm/leads/:id/activities

Registrar actividad

POST /api/v1/crm/leads/:id/activities

---

Crear tarea asociada al lead

POST /api/v1/crm/leads/:id/tasks