lacrmr is a package that allows you to connect with your Less Annoying CRM account and obtain the data of your customers and contacts.
The first step is to look for the credentials in order to connect to
your lacrm. When you are logged into your account, go to
settings > Programmer API
Here you will need to create an API Token. When you go through this process you will obtain two pieces of information:
Please make sure to save this credentials in a secure place. Otherwise anyone with this credential will be able to check your information through an API.
Then if you go down on the page, you will see other pieces of information as User ID’S, Pipeline ID and Status ID. This info will be useful in order to make use of the functions in this package.
The lacrmr package have four functions:
get_pipeline_report()search_contacts()get_contact_information()get_account_information()get_pipeline_report()This function returns the data from one specific pipeline that you create on your CRM. For this you will need to obtain the pipeline id that you want to work with from R.
The variables to obtain with this function are:
[1] "result_contact_id"
[2] "result_user_id"
[3] "result_company_id"
[4] "result_background_info"
[5] "result_birthday"
[6] "result_is_company"
[7] "result_company_name"
[8] "result_industry"
[9] "result_num_employees"
[10] "result_creation_date"
[11] "result_edited_date"
[12] "result_original_google_id"
[13] "result_employer_name"
[14] "result_company_employees"
[15] "result_pipeline_id"
[16] "result_status_id"
[17] "result_priority"
[18] "result_last_note"
[19] "result_start_date"
[20] "result_last_update"
[21] "result_num_updates"
[22] "result_start_status_id"
[23] "result_last_updated_by"
[24] "result_sort_order"
[25] "result_show_in_reports"
[26] "result_pipeline_item_id"
[27] "result_status_name"
[28] "success"
[29] "result_custom_fields_priority"
[30] "result_custom_fields_descripcion_oportunidad"
[31] "result_custom_fields_valor"search_contacts()This function will make you sure about if a contact id exists or not on your CRM records.
If the contact id you provided to the function does indeed exists,
you will see the message
The search item does exists in the CRM. If not, the message
will be There is no such item in the CRM
get_contact_information()This function will allow you to return the contact information storage in your CRM. When you use this function with a specific contact id, you will see the next variables:
[1] "contact_contact_id" "contact_user_id"
[3] "contact_company_id" "contact_email"
[5] "contact_phone" "contact_text"
[7] "contact_address_street" "contact_address_city"
[9] "contact_address_state" "contact_address_country"
[11] "contact_address_zip" "contact_address_type"
[13] "contact_address_type_id" "contact_background_info"
[15] "contact_birthday" "contact_is_company"
[17] "contact_company_name" "contact_industry"
[19] "contact_num_employees" "contact_creation_date"
[21] "contact_edited_date" "contact_original_google_id"
[23] "contact_custom_fields" "contact_contact_custom_fields"get_account_information()This function will simply show the information of your account or the account from which you entered the credentials to obtain the access to lacrm. The variables will be:
[1] "FirstName" "LastName" "Email"
[4] "UserId" "AccountId" "IsOwner"
[7] "IsAdmin" "BlockExports" "Timezone"
[10] "DateUserCreated" "DateAccountCreated" "Success" In order to make the package works, you would need to create an .Renviron file inside your working directory that should contain environment variables as your api token, user code and pipelineID.
All this information you will find it at lacrm.