Salesbuildr Opportunities

Overview

Opportunities represent potential deals in the sales pipeline. Each opportunity is linked to a company and optionally a contact, with a value, stage, and expected close date.

Anti-triggers

• The priced breakdown behind the opportunity — an opportunity carries a

single value, not line items; use salesbuildr-quotes.

• HubSpot deals — the same pipeline concept in a different CRM; use

hubspot-deals.

Search Opportunities

GET /opportunities?search=<term>&company_id=<id>&status=<status>&from=0&size=25

Parameters:

• search - Search by opportunity name
• company_id - Filter by company
• status - Filter by status
• from - Pagination offset
• size - Results per page

Get Opportunity by ID

GET /opportunities/{id}

Create Opportunity

POST /opportunities

{
  "name": "Q1 Infrastructure Refresh",
  "company_id": 12345,
  "contact_id": 67890,
  "value": 25000,
  "stage": "proposal",
  "expected_close_date": "2026-03-31"
}

Required fields: name, company_id

Update Opportunity

PATCH /opportunities/{id}

{
  "stage": "negotiation",
  "value": 28000
}

Common Workflows

Create Pipeline Entry

1. Find company: GET /companies?search=customer name
2. Find contact: GET /contacts?company_id=12345
3. Create opportunity: POST /opportunities

Update Deal Stage

1. Find opportunity: GET /opportunities?search=deal name
2. Update stage: PATCH /opportunities/{id}