API & Developer Platform | Better Sales Pro

Better Sales Pro API

Integrate.
Automate.
Grow Faster.

Connect your apps, websites, and internal tools to Better Sales Pro with powerful APIs. Build custom solutions, automate workflows, and deliver seamless customer experiences at scale.

  • Powerful APIs across the Better Sales Pro platform
  • Secure authentication and granular access
  • Real-time webhooks and automation
  • Developer documentation and implementation resources
  • Built for custom and enterprise integrations
  • Testing support based on account configuration

            
200 OK
{
  "data": [
    {
      "id": "lead_12345",
      "name": "John Smith",
      "email": "john@example.com",
      "status": "new",
      "source": "website"
    }
  ],
  "meta": {
    "pagination": {
      "page": 1,
      "per_page": 25,
      "total": 125
    }
  }
}
content-type: application/json
x-request-id: req_example_001
cache-control: no-store
Enterprise securitySecure authentication, encrypted requests, access controls, and auditability.
Reliable infrastructureBuilt for dependable business-critical integrations.
Developer friendlyClear endpoints, examples, webhooks, and practical documentation.
ScalableBuild integrations that can grow with your organization.

Powerful APIs for Every Part of Your Business

Build custom integrations with the tools and workflows your teams use every day—CRM, documents, meetings, payments, messaging, and more.

Leads

Create, retrieve, update, assign, and manage leads.

GET /leads
Explore →

Contacts / Customers

Access and manage customer and contact data.

GET /contacts
Explore →

Deals / Opportunities

Manage sales opportunities, pipeline stages, values, and status.

GET /deals
Explore →

Appointments

Schedule, update, and manage appointments and calendar actions.

GET /appointments
Explore →

Tasks

Create and track tasks, activities, and assignments.

GET /tasks
Explore →

Forms

Create or retrieve forms and submissions where supported.

GET /forms
Explore →

Payments

Create and track supported payment transactions.

GET /payments
Explore →

Invoices

Create invoices, retrieve balances, and track payment status.

GET /invoices
Explore →

Products

Manage products, pricing, and catalog data.

GET /products
Explore →

Reports

Retrieve reporting and business intelligence data.

GET /reports
Explore →

Documents / Files

Upload, retrieve, organize, and associate files with records.

GET /files
Explore →

Webhooks

Receive real-time event notifications from Better Sales Pro.

POST webhook destination
Explore webhooks →

Email

Work with email campaigns and communication workflows.

POST /email/campaigns
Explore →

SMS / Messaging

Send and manage SMS and messaging where enabled for your account.

POST /sms/messages
Explore →

Projects

Manage projects, milestones, and related operational records.

GET /projects
Explore →

Expenses

Record and retrieve expense data tied to your business.

GET /expenses
Explore →

Build Real-Time Workflows with Webhooks

Respond instantly when something changes in Better Sales Pro.

lead.created deal.updated invoice.paid esign.completed appointment.created payment.completed form.submitted video.meeting.created
Explore Webhooks
{
  "event": "esign.completed",
  "data": {
    "envelope_id": "env_98765",
    "status": "completed"
  }
}

Build Custom Integrations Around Your Business

Connect Better Sales Pro to your existing applications, data warehouse, customer portals, operational systems, or proprietary software.

Internal applications

Connect internal operational tools directly to Better Sales Pro.

Customer portals

Build custom client experiences while keeping customer records synchronized.

Industry software

Connect specialized industry platforms to Better Sales Pro.

Data synchronization

Keep records aligned between Better Sales Pro and external platforms.

Embedded experiences

Embed forms, e-signatures, appointments, and payments into external apps.

Enterprise automation

Trigger business processes across systems using API calls and webhooks.

Embed E-Signatures Into Any Workflow

Generate documents, collect signatures, and track completion without forcing users to leave your application.

1
Choose template
2
Populate merge data
3
Add signers
4
Send or embed
5
Receive completed document
POST /v1/esign/envelopes

{
  "template_id": "lease_template_42",
  "signers": [
    { "name": "Jane Smith", "email": "jane@example.com" }
  ],
  "merge_data": {
    "property_address": "123 Main Street",
    "monthly_rent": "4200"
  }
}

Create Video Meetings Programmatically

Add Better Sales Pro video meetings to scheduling, sales, support, onboarding, and client workflows.

1
Create meeting
2
Add participants
3
Generate link
4
Send invitations
5
Track meeting
POST /v1/video/meetings

{
  "title": "Client Consultation",
  "start_at": "2026-08-21T14:00:00",
  "participants": [
    { "email": "client@example.com" }
  ]
}

Quick Start in Minutes

1 — Create account Get access to developer credentials.
2 — Generate credentials Create tokens in authenticated settings.
3 — Make first request Call an endpoint with your credentials.
4 — Go live Deploy when your integration is ready.
Example base URL: https://api.bettersalespro.com/v1 Need help? Contact developer support →

Example URLs on this page are illustrative marketing samples. Use your account documentation for the live base path and method conventions for your environment.

Secure Authentication and Access Control

API access respects Better Sales Pro’s existing role and permission model where applicable.

Authenticated access tokens

Request credentials after login. Tokens authorize subsequent API calls—credentials are never issued from this public page.

Role & permission aware

Integrations can honor account, user, role, and permission scopes already configured in Better Sales Pro.

Enterprise controls

Combine API access with roles & permissions for safer multi-team deployments.

Developer testing environments can be provided based on account configuration.

Examples in Your Preferred Language

Use the interactive console above for copy-ready samples across common stacks. Official SDKs may be published separately as they become available.

Connect Better Sales Pro to the Tools You Already Use

Build integrations with the platforms your business already uses. Names shown are examples of systems customers commonly connect through APIs—not a claim of native pre-built connectors for every logo.

Built for Enterprise Integrations

Use Better Sales Pro as a programmable business platform for large teams and multi-system architectures.

  • Custom integration support
  • Advanced permission controls
  • Dedicated integration credentials
  • Webhook management patterns
  • Large-scale data synchronization
  • Technical onboarding for enterprise teams
  • Align with enterprise platform capabilities

Ready to Build Something Powerful?

Connect Better Sales Pro to your applications and create custom workflows for your business—CRM, e-sign, video, payments, forms, reporting, and automation.

Talk to Sales →

Secure API access E-Sign integrations Video meeting integrations Real-time webhooks Enterprise-ready workflows