Create and search customer records via the GorillaDesk API for a new residential lead

domain: apiv2.gdesk.io · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate and obtain a valid access token
  2. Search existing customers by name, phone, or address to check for duplicates
  3. If no match is found, submit a new customer record with contact and property details
  4. Attach the lead source and any job/estimate details as needed
  5. Confirm the record is visible in the GorillaDesk web or mobile app

Known gotchas

Related routes

Create a new customer record via the CRO Developer API
docs.crosoftware.net · 5 steps · unrated
Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API
singleops.com · 5 steps · unrated
create a new sales lead record in Briostack via its Public API
briostack.com · 5 steps · unrated

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