Update CRM Overview

POST

subscriber

crm

update

Update CRM Overview

curl --request POST \
  --url https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update \
  --header 'Content-Type: application/x-www-form-urlencoded' \
  --data apiToken=API-KEY \
  --data phone_number_id=PHONE-NUMBER-ID \
  --data phone_number=PHONE-NUMBER \
  --data 'title=New Deal' \
  --data pipeline_id=376 \
  --data stage_id=2252 \
  --data value=500 \
  --data currency=USD \
  --data expected_close_date=2026-10-15 \
  --data owner_user_id=12 \
  --data lead_score=hot \
  --data source=WhatsApp

import requests

url = "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update"

payload = {
    "apiToken": "API-KEY",
    "phone_number_id": "PHONE-NUMBER-ID",
    "phone_number": "PHONE-NUMBER",
    "title": "New Deal",
    "pipeline_id": "376",
    "stage_id": "2252",
    "value": "500",
    "currency": "USD",
    "expected_close_date": "2026-10-15",
    "owner_user_id": "12",
    "lead_score": "hot",
    "source": "WhatsApp"
}
headers = {"Content-Type": "application/x-www-form-urlencoded"}

response = requests.post(url, data=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'Content-Type': 'application/x-www-form-urlencoded'},
  body: new URLSearchParams({
    apiToken: 'API-KEY',
    phone_number_id: 'PHONE-NUMBER-ID',
    phone_number: 'PHONE-NUMBER',
    title: 'New Deal',
    pipeline_id: '376',
    stage_id: '2252',
    value: '500',
    currency: 'USD',
    expected_close_date: '2026-10-15',
    owner_user_id: '12',
    lead_score: 'hot',
    source: 'WhatsApp'
  })
};

fetch('https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => "apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp",
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/x-www-form-urlencoded"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update"

	payload := strings.NewReader("apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Content-Type", "application/x-www-form-urlencoded")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update")
  .header("Content-Type", "application/x-www-form-urlencoded")
  .body("apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Content-Type"] = 'application/x-www-form-urlencoded'
request.body = "apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp"

response = http.request(request)
puts response.read_body

{
  "status": "1",
  "message": "CRM Overview updated successfully"
}

Creates a subscriber’s CRM deal, or updates it. Read the current deal, and the pipeline_id and stage_id it uses, with CRM Overview.

Example Request

curl -X POST 'https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update' \
  -d 'apiToken=API-KEY' \
  -d 'phone_number_id=PHONE-NUMBER-ID' \
  -d 'phone_number=PHONE-NUMBER' \
  -d 'title=New Deal' \
  -d 'stage_id=2252' \
  -d 'value=500.00' \
  -d 'currency=USD' \
  -d 'expected_close_date=2026-10-15' \
  -d 'owner_user_id=12' \
  -d 'lead_score=hot' \
  -d 'source=WhatsApp'

Only phone_number_id and phone_number are required. A successful call answers {"status":"1","message":"CRM Overview updated successfully"}.

How it behaves

The first call creates the deal, in the default pipeline at its first stage, titled with the subscriber’s name and with the source WhatsApp. That happens even if you send no optional fields.

Fields you leave out are kept. Unlike Subscriber Update, changing only the lead score leaves the title, value, stage and the rest exactly as they were.

Field	Rule
`title`	Up to 255 characters. An empty value resets it to the subscriber’s name.
`value`	A number, zero or more. A negative or non-numeric value is rejected.
`expected_close_date`	`YYYY-MM-DD`. Any other format is rejected.
`lead_score`	`hot`, `warm` or `cold`, in lower case — `Hot` is rejected.
`owner_user_id`	A team member id from Team Member List. An unknown id is rejected (`Invalid deal owner`); an inactive member is accepted.
`currency`	Not validated: any text is accepted, and it is stored in upper case (`eur` becomes `EUR`). Use a three-letter code.
`pipeline_id`, `stage_id`	Whole numbers. See the warning below.

A stage or pipeline that doesn’t exist is silently ignored. The call still answers CRM Overview updated successfully and the deal stays where it was — so a success response does not prove the deal moved. Read it back with CRM Overview and compare stage_id. In the account tested, one pipeline had the stages New, Qualified, Proposal and Negotiation; ids belonging to other pipelines, or to nothing, did not move the deal.

An unknown subscriber is answered with {"status":"0","message":"Subscriber not found"}, and a missing phone_number_id or phone_number with The phone number id field is required., The phone number field is required.

Body

application/x-www-form-urlencoded

apiToken

string

required

Your ChatSyncs API key (not a WhatsApp/Meta access token). Where to find it.

Example:

"API-KEY"

phone_number_id

string

required

The WhatsApp account's phone number ID. Where to find it.

Example:

"PHONE-NUMBER-ID"

phone_number

string

required

The subscriber's phone number, with country code, digits only.

Example:

"PHONE-NUMBER"

title

string

Deal title, up to 255 characters.

Example:

"New Deal"

pipeline_id

integer

Pipeline id, from CRM Overview. Ignored if it is not a pipeline of this account.

Example:

376

stage_id

integer

Stage id within the subscriber's pipeline, from CRM Overview. Ignored, with a success response, if it is not a stage of that pipeline.

Example:

2252

value

number

Deal value. Zero or more.

Example:

500

currency

string

Currency code such as USD, BDT, MYR or EUR. Stored upper-case; not validated.

Example:

"USD"

expected_close_date

string

Expected close date, YYYY-MM-DD.

Example:

"2026-10-15"

owner_user_id

integer

The deal owner: a team member id from Team Member List.

Example:

12

lead_score

enum<string>

Lead score, lower case.

Available options:

hot,

warm,

cold

Example:

"hot"

source

string

Where the lead came from.

Example:

"WhatsApp"

Response

Standard ChatSyncs response. status is "1" on success and "0" on failure.

status

string

message

any

Update CRM Overview

curl --request POST \
  --url https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update \
  --header 'Content-Type: application/x-www-form-urlencoded' \
  --data apiToken=API-KEY \
  --data phone_number_id=PHONE-NUMBER-ID \
  --data phone_number=PHONE-NUMBER \
  --data 'title=New Deal' \
  --data pipeline_id=376 \
  --data stage_id=2252 \
  --data value=500 \
  --data currency=USD \
  --data expected_close_date=2026-10-15 \
  --data owner_user_id=12 \
  --data lead_score=hot \
  --data source=WhatsApp

import requests

url = "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update"

payload = {
    "apiToken": "API-KEY",
    "phone_number_id": "PHONE-NUMBER-ID",
    "phone_number": "PHONE-NUMBER",
    "title": "New Deal",
    "pipeline_id": "376",
    "stage_id": "2252",
    "value": "500",
    "currency": "USD",
    "expected_close_date": "2026-10-15",
    "owner_user_id": "12",
    "lead_score": "hot",
    "source": "WhatsApp"
}
headers = {"Content-Type": "application/x-www-form-urlencoded"}

response = requests.post(url, data=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'Content-Type': 'application/x-www-form-urlencoded'},
  body: new URLSearchParams({
    apiToken: 'API-KEY',
    phone_number_id: 'PHONE-NUMBER-ID',
    phone_number: 'PHONE-NUMBER',
    title: 'New Deal',
    pipeline_id: '376',
    stage_id: '2252',
    value: '500',
    currency: 'USD',
    expected_close_date: '2026-10-15',
    owner_user_id: '12',
    lead_score: 'hot',
    source: 'WhatsApp'
  })
};

fetch('https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => "apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp",
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/x-www-form-urlencoded"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update"

	payload := strings.NewReader("apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Content-Type", "application/x-www-form-urlencoded")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update")
  .header("Content-Type", "application/x-www-form-urlencoded")
  .body("apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://platform.chatsyncs.com/api/v1/whatsapp/subscriber/crm/update")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Content-Type"] = 'application/x-www-form-urlencoded'
request.body = "apiToken=API-KEY&phone_number_id=PHONE-NUMBER-ID&phone_number=PHONE-NUMBER&title=New%20Deal&pipeline_id=376&stage_id=2252&value=500&currency=USD&expected_close_date=2026-10-15&owner_user_id=12&lead_score=hot&source=WhatsApp"

response = http.request(request)
puts response.read_body

{
  "status": "1",
  "message": "CRM Overview updated successfully"
}

Get Started

WhatsApp API

Subscriber API

Label API

Catalog API

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Update CRM Overview

Example Request

How it behaves

Body

Response

​Example Request

​How it behaves

Body

Response

Example Request

How it behaves