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Create a Deal Pipeline

Last updated June 17, 2020

POST /deals/v1/pipelines

Note: The Deals Pipelines API is deprecated. Please use the CRM Pipelines API to manage deal pipelines.

Method Details

HTTP Methods:

POST

Content Type:

application/json

Response Format:

json

Requires Authentication?

Yes

Rate Limited?

Yes

Headers

User-Agent

Products:

CRM

This endpoint will create a new deal pipeline. The API will automatically generate a unique pipelineId for the pipeline.

The request may specify dealstages for the pipeline. If dealstages are omitted, the API will automatically generate a default set of dealstages for the pipeline. Every saved pipeline has at least one dealstage.

Required Parameters How to use Description
OAuth Access Token or API Key Authorization: Bearer {token} header
or hapikey={key} query parameter.		 Used to authenticate the request. Please see this page for more details about authentication.

Pipeline fields:

  • label: (String) Human-readable display name of the pipeline
  • displayOrder: (int) The order pipelines will be displayed in the UI
  • stages: (List<Dealstage>) The list of Dealstages in this pipeline (see below for Dealstage object)

Dealstage fields:

  • label: (String) Human-readable display name of the pipeline. Must be unique within the pipeline.
  • displayOrder: (int) The order within the pipeline the dealstage will be displayed in the UI
  • stages: (List<Dealstage>) The list of dealstages in this pipeline
  • stageId: (String) (Optional) Internal value of the dealstage. If specified, must be unique across all dealstage (regardless of pipeline). If omitted, a unique stageId will be generated automatically by the API. We recommend omitting stageId and allowing the API to generate it, unless specific stageIds are desired (e.g. for a custom integration).
  • probability: (double) Decimal probability of the dealstage closing, in the range [0.0,1.0] where 1.0 represents a closed won deal. The UI will display probability as a percentage, rounded to the nearest 10%.

You can read more about how Deal Pipelines and how they work in our Deal Pipelines Overview.

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Sample JSON to POST: { "label": "New Business Pipeline", "displayOrder": 3, "stages": [ { "label": "Initial Qualification", "displayOrder": 0, "probability": 0.1 }, { "label": "Negotiation", "displayOrder": 1, "probability": 0.5 }, { "label": "Success! Closed Won", "displayOrder": 2, "stageId": "customclosedwonstage" "probability": 1 } ] } Response: { "active": true, "displayOrder": 3, "label": "New Business Pipeline", "pipelineId": "8f1c2336-8e8f-47d3-8a84-75d2769d0176", "stages": [ { "active": true, "closedWon": false, "displayOrder": 0, "label": "Initial Qualification", "probability": 0.1, "stageId": "e6ca3bac-5828-4c38-866d-0fafe8eecb98" }, { "active": true, "closedWon": false, "displayOrder": 1, "label": "Negotiation", "probability": 0.5, "stageId": "ece6101e-1db0-4cd6-9c36-0c5406a73bc1" }, { "active": true, "closedWon": true, "displayOrder": 2, "label": "Success! Closed Won", "probability": 1.0, "stageId": "customclosedwonstage" } ] }