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Ruby: Import data from CSV into Close CRM via API

The project is to develop a simple script that allows to import data from a CSV into Close CRM and also to calculate a lead score for imported leads.

Close CRM API: [login to view URL]

[login to view URL]

[login to view URL]

Per line, the script (e.g. using rest-client) should do the following:

[login to view URL] a lead

2. Create one or several contacts for this lead (the CSV has separate columns for each contact's name, e-mail etc.)

3. Create a task for the lead (with date an description)

4. Create an opportunity for the lead

5. Create a "custom activity" based on certain columns

(the API offers all of these options so it's pretty straightforward).

Here an example code to create a lead with contacts and tasks:

-----

lead_data = {

'name' => 'Test lead',

'description' => 'IT Services',

'url' => '[login to view URL]',

'contacts' => [{

name: 'Peter Pan',

emails: [{

type: "office",

email: "test @ [login to view URL]"

}],

phones: [{

type: "office",

phone: "01444444444"

}]

}],

'tasks' => [{

text: "Training session",

date: "2021-04-06",

is_complete: false

}]

}

[login to view URL] api_base+'lead/', [login to view URL](lead_data), :content_type => :json, :accept => :json

-----

In your bid pls include the proposed approach. Delivery should be within max. 2 days after bid approval

For a job well done, we will have more similar work.

Pls add the result of 4-1=? to your bid.

Habilidades: Arquitectura de software, MySQL, Ruby on Rails, Ruby

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Información del empleador:
( 28 comentarios ) Zollikon, Switzerland

Nº del proyecto: #29814118

Adjudicado a:

draganapesic009

4-1=3 Hi I can help you with my ROR skills. I've developed [login to view URL] using ROR and React. I hope my experience to help your team. For more information, please knock me any time. Regards. Dragana

$100 USD en 1 día
(0 comentarios)
0.0

3 freelancers están ofertando un promedio de $127 por este trabajo

jaishreebalaji

"ROR EXPERT" Hello Dear, "Warm Greeting" --------------------- I have the ROR Developer which have 6+ years of experience in "ROR" --------------------- please ping me in my inbox or share your full requirements so Más

$250 USD en 7 días
(10 comentarios)
3.8
vladislavdermel

4-1=3 Dear Hiring Manager. I am a senior Ruby engineer with 7+ years experience. So far, I have worked on various types of project such as dating, Q&A, CRM, Video Streaming, etc. I gained almost Ruby framework and I h Más

$30 USD en 2 días
(2 comentarios)
2.7