CRM ingest API

The ingest endpoint accepts lead data from anywhere and files it exactly as if one of your own forms had been submitted. Create a key in CRM → Connections; each key targets a board and column.

The request

curl -X POST https://app.openagent.work/crm/ingest \
  -H "Authorization: Bearer crk_your_key" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Jane Doe",
    "phone": "+1 555 0100",
    "email": "jane@example.com",
    "job_type": "Water heater replacement",
    "notes": "Basement unit, ~10 years old"
  }'

Body keys are matched to the CRM's fields by field key first, then by label (case-insensitive). Unmatched keys are kept with the submission so nothing is silently dropped.

What one POST creates

• A row in the CRM with the matched fields.
• A deal card in the key's target column.
• An attribution record naming the key — the deal knows its source.
• A **form submitted trigger** — workflows fire exactly as for a native form, so the speed-to-lead text covers this lead too.

Responses