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Ruby: Import data from CSV into Close CRM via API

$30-250 USD

Completed
Posted about 3 years ago

$30-250 USD

Paid on delivery
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.
Project ID: 29814118

About the project

2 proposals
Remote project
Active 3 yrs ago

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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 in 1 day
5.0 (1 review)
2.0
2.0
2 freelancers are bidding on average $175 USD for this job
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"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 that i can understand the exact requirement of your project and give you the exact price with timeline for your project. I can satisfy all your need. I will be more happy to see you in my inbox. Thanks you. Best regards, Lokesh Sharma
$250 USD in 7 days
5.0 (10 reviews)
3.8
3.8

About the client

Flag of SWITZERLAND
Zollikon, Switzerland
5.0
29
Payment method verified
Member since Sep 2, 2009

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