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Lead Creation

contains 5 APIs

API product that focuses on Generic Lead Generation and Lead Status Inquiry for Bank’s CRM System
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Feature description
Simple lead generation for all products is available in CRM or Bank’s Lead Processing application
APIs

5 APIs used

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CRM-RESTLead_Process

API display name : CRM Lead Processing API
Description : Lead processing API enables external partners of HDFC Bank to call this API to generate CRM leads for GL, SLI, CD, KGC loans, etc.
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CRM-REST_Save

API display name : CRM Lead Generation API (Save)
Description : API to create a lead in Bank's CRM system
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CRM_Save_REST_API

API display name : CRM Lead Generation REST API (Save)
Description : API to create a lead in Bank's CRM system
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CRM-REST_AdvQuery

API display name : CRM-REST_AdvQuery
Description : This API will help to fetch Lead satus basis on Lead Id.
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This API product journey is to generate leads for the CRM team and help them take the lead through the sales funnel efficiently. Once the lead is processed to the CRM team, a query to fetch the status of the lead is possible, where the lead’s status can be tracked.

Here is the list of APIs that are called in this process-

1. CRM Lead Creation API

2. CRM Lead Status Fetch API

Some of the most known applications of this API are with DSA and Aggregators, to name a few