Table of content
Overview
The Lead & Opp Service APIs support CRM processes by managing the lifecycle of Leads and Opportunities generated from Mobile App.
These APIs enable the system to create, update, convert, and close Lead and Opportunity records in CRM for both NTB (New-To-Bank) and ETB (Existing-To-Bank) customers. They ensure that customer requests are properly registered, tracked, and synchronized with business processing flows such as onboarding, lending, and card issuance.
The service acts as a backend integration layer between channels and CRM, ensuring that Lead and Opportunity transactions are consistently initiated, updated, and finalized according to business rules and ownership validation.
Why use these APIs?
- Standardized Lead & Opportunity management
Ensures all customer journeys are registered in CRM with proper Lead or Opportunity records. - Support NTB and ETB flows
Automatically creates Leads for NTB customers and Opportunities for ETB customers. - CRM synchronization
Keeps CRM data aligned with channel and backend processing results.
Key features
- POST /integration-service/int/api/crm/v1/combo-create-lead-opportunity
Creates a new Lead (status: New Lead) for NTB customers or a new Opportunity (status: New Opportunity) for ETB customers after checking existing records with different ownerId. - POST /integration-service/int/api/crm/v1/combo-update-lead-opportunity
Updates Lead or Opportunity to the final status Close Won, including Lead-to-Opportunity conversion. - POST /integration-service/api/crm/v1/update-opportunity-status
Updates Opportunity status to "Close Lost" when the customer is rejected. - POST /integration-service/api/crm/v1/update-lead-status
Updates Lead status to "Close Lost" when the customer is rejected.
