Using private app to retrieve each deal stage and time
I'm looking to retrieve a list of all deals and understand each deal stage (e.g. appointment scheduled, kickoff scheduled,... closed won/lost) and the date each transition happened. I have a list of 5k deals I need to pull this data for so the API seems to be the best solution. For example I need to understand:
Deal 123
Appt scheduled == 09/09/2023
Kickoff scheduled == 09/15/2023
Closed Lost == 09/16/2023
Deal 456
Appt scheuled == 09/09/2023
...
Decision Maker Bought in == 09/20/2023
I've found a few similar type of requests but was unable to get this to pull the data correctly - ideally I'd like to make a single request per deal ID, grab the relevant data and loop through each deal_id.
I've created a private app with the following scopes:
crm.schemas.deals.read
crm.objects.deals.read
timeline
After doing some searching what seems should have what I need is the endpoint:
This returns each stage ID insetad of name but it does give timestamps for each stage change so it's just a matter of converting the IDs to names for reporting purposes