Multiple Fields: Overview of Methods
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Multiple fields are used for phone numbers, email addresses, and other contact information in leads, contacts, and companies.
Quick Navigation: All Methods
Linking Multiple Fields with CRM Objects
Lead, Contact, Company. Contact details in these objects are stored in multiple fields. To correctly populate such fields in CRM methods, first retrieve their description via crm.multifield.fields.
Value Types. For each field, use the allowed values of VALUE_TYPE to accurately transmit contact information.
How to Use Multiple Fields
- Retrieve the structure and allowed value types using the crm.multifield.fields method.
- Prepare the field value in the crm_multifield format.
- Pass the prepared data to the method for creating or updating the desired CRM object.
- Verify the saved data using the object reading method.
Where to Use Multiple Fields
Leads. To record and read contact details, use the methods crm.lead.add, crm.lead.update, crm.lead.get.
Contacts. To record and read contact details, use the methods crm.contact.add, crm.contact.update, crm.contact.get.
Companies. To record and read contact details, use the methods crm.company.add, crm.company.update, crm.company.get.
Example of Value Structure
PHONE: [
{
VALUE: "555888",
VALUE_TYPE: "MOBILE"
}
],
EMAIL: [
{
VALUE: "client@example.com",
VALUE_TYPE: "WORK"
}
]
For quick scenarios, PHONE is typically used with VALUE_TYPE: MOBILE or WORK, and for EMAIL — WORK or HOME. For a complete set of allowed values, see crm.multifield.fields.
Typical Use-Cases and Scenarios
Overview of Methods
Scope:
crmWho can execute the methods: any user
|
Method |
Description |
|
Returns the description of multiple fields |