CRM API Documentation
Overview
The TRACE CRM API provides endpoints for retrieving energy tariff leads and integrating lead data with external CRM systems. Each lead response includes the associated solar and wind assets along with their uploaded file attachments — such as production profiles, certificates, and technical specifications — making the API the primary integration point for accessing asset production data tied to a lead. It supports M2M authentication and is designed for secure, automated data access by business partners and integration developers.
Use Cases
- CRM Integration — Sync incoming lead data to external CRM systems such as Salesforce or HubSpot
- Lead Management — Monitor and process energy tariff inquiries
- Partner Access — Provide secure, scoped access to lead data for business partners
- Analytics & Reporting — Export lead data for analysis and reporting pipelines
- Document Access — Download production profiles, certificates, and other uploaded files together with processing metadata
Available Endpoints
| Endpoint | Description |
|---|---|
| GET /api/crm/leads/energy-tariff | Retrieve energy tariff leads with full contact, company, tariff, and asset data |
| GET /api/crm/attachments/{id}/download | Download original or processed asset attachment files |
Authentication: All endpoints require a Bearer token with the appropriate scope. See Getting Started → Authentication for setup instructions.