Lead Management APIs
Build a Strong Business Partnership with Ujjivan SFB's Lead Management Stack
Take the lead by forging a successful business partnership with Ujjivan SFB through this Lead Management Stack. Pass qualified leads and update existing lead information effortlessly.
| API Name | API Description |
|---|---|
| Search Lead | This services searches for leads in CRM based on parameters. |
| Check For Duplicate | This service checks for duplication of lead based on specific parameters. |
| Save Lead | This service generates a new lead in the CRM. |
| Save Lead Form | This services creates a new lead and updates the lead for an existing customer. |
| Update Customer | This service updates Customer Information for address change, contact change, etc. on CRM. |
| Search Lead | This services searches for Lead in CRM based on parameters. |
| Get Retail Customer Info | This service provides the details of existing customers based on a few preset parameters. |
| Search Customer | This service returns customer details based on search parameters. |
| Search KYC Details | This service fetches KYC details from CRM based on the input parameters (CIF ID). |
