Deal Source Channels

Deal source channels allow you to categorize and track where your deals come from. Common examples include website, referral, cold outreach, partner, event, or social media. Each channel helps you analyze which sources generate the most revenue.

The Deal Source Channel Object

Name
id
Type
uuid
Description
Unique identifier for the source channel.
Name
workspace_id
Type
uuid
Description
The workspace this source channel belongs to.
Name
name
Type
string
Description
Source channel name (max 255 characters).
Name
sort
Type
integer
Description
Sort order for displaying source channels (starts at 1).

GET/app/deal-source-channels

List Deal Source Channels

Retrieve all deal source channels in your workspace.

Request

GET

/app/deal-source-channels

curl https://api.pipeback.com/app/deal-source-channels \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "x-workspace-id: YOUR_WORKSPACE_ID"

Response

{
  "data": [
    {
      "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8a",
      "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
      "name": "Website",
      "sort": 1
    },
    {
      "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8b",
      "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
      "name": "Referral",
      "sort": 2
    },
    {
      "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8c",
      "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
      "name": "Cold Outreach",
      "sort": 3
    },
    {
      "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8d",
      "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
      "name": "Partner",
      "sort": 4
    }
  ]
}

POST/app/deal-source-channels

Create a Deal Source Channel

Create a new deal source channel in your workspace. The channel will be automatically sorted at the end of the current list.

Required Attributes

Name
name
Type
string
Required
*
Description
Source channel name (max 255 characters).

Request

POST

/app/deal-source-channels

curl -X POST https://api.pipeback.com/app/deal-source-channels \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "x-workspace-id: YOUR_WORKSPACE_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "LinkedIn"
  }'

Response

{
  "data": {
    "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8e",
    "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
    "name": "LinkedIn",
    "sort": 5
  }
}

PUT/app/deal-source-channels/{id}

Update a Deal Source Channel

Update an existing deal source channel's name.

Required Attributes

Name
name
Type
string
Required
*
Description
Source channel name (max 255 characters).

Request

PUT

/app/deal-source-channels/{id}

curl -X PUT https://api.pipeback.com/app/deal-source-channels/9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8e \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "x-workspace-id: YOUR_WORKSPACE_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "LinkedIn Outreach"
  }'

Response

{
  "data": {
    "id": "9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8e",
    "workspace_id": "9d5f3cf9-fa6f-498b-b5be-bd078b7d5339",
    "name": "LinkedIn Outreach",
    "sort": 5
  }
}

DELETE/app/deal-source-channels/{id}

Delete a Deal Source Channel

Delete a deal source channel from your workspace. This performs a soft delete, preserving the channel data but marking it as deleted.

Soft deleted channels can still be retrieved if needed, but will not appear in standard channel lists. Deals associated with this channel will retain the reference but the channel will be marked as deleted.

Request

DELETE

/app/deal-source-channels/{id}

curl -X DELETE https://api.pipeback.com/app/deal-source-channels/9d5f3d04-7g8h-9i0j-1k2l-3m4n5o6p7q8e \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "x-workspace-id: YOUR_WORKSPACE_ID"

Response

{
}

Common Source Channels

Deal source channels typically represent different marketing and sales channels where deals originate:

Marketing Channels

Website: Organic website visits and form submissions
SEO: Organic search traffic
Paid Ads: Google Ads, Facebook Ads, LinkedIn Ads
Social Media: LinkedIn, Twitter, Facebook organic posts
Content Marketing: Blog posts, whitepapers, webinars
Email Marketing: Newsletter campaigns

Sales Channels

Cold Outreach: Cold emails and calls
Referral: Customer and partner referrals
Partner: Channel partners and resellers
Event: Trade shows, conferences, networking events
Inbound: General inbound inquiries

Other Channels

Customer Success: Upsells and cross-sells
Direct: Walk-ins and direct contacts
Other: Miscellaneous sources

Tracking source channels helps you identify which marketing and sales activities generate the most valuable deals, enabling better resource allocation and ROI analysis.