August 28, 2026

August 28, 2026 · 6 min read

This release adds comprehensive support for lead source tracking across customer segments and reporting endpoints, enabling developers to filter and segment customers based on how they were acquired. Additionally, four new referral program endpoints have been introduced, allowing API consumers to programmatically access referral codes, generate QR codes, retrieve program details, and list referrals.

GET /crm/customer_segments now returns lead source information in customer segment queries, enabling you to see how customers in each segment were acquired
POST /crm/customer_segments now accepts lead source as a query criterion when creating segments, allowing you to build segments based on customer acquisition channels
GET /crm/customer_segments/{id} now includes lead source in the segment query details returned
PATCH /crm/customer_segments/{id} now returns lead source information in the updated segment response
PUT /crm/customer_segments/{id} now returns lead source information in the updated segment response
GET /platform/referral_code is a new endpoint that retrieves your referral code for sharing with potential referrals
GET /platform/referral_code/qr_code is a new endpoint that generates a QR code for your referral link, making it easy to share in print or mobile contexts
GET /platform/referral_program is a new endpoint that retrieves details about the referral program, including terms and rewards
GET /platform/referrals is a new endpoint that lists all referrals you've made, allowing you to track referral status and rewards
GET /reports/customers.grouped/data now supports filtering by lead source, enabling you to analyze grouped customer data by acquisition channel
POST /reports/customers.grouped/export now accepts lead source as a filter when exporting grouped customer reports
GET /reports/customers/data now supports filtering by lead source, allowing you to analyze customer data by how they were acquired
POST /reports/customers/export now accepts lead source as a filter when exporting customer reports

GET /crm/customer_segments

added the optional property results/items/query/lead_source to the response with the 200 status (media type: application/json)

View updated docs

POST /crm/customer_segments

added the new optional request property query/lead_source (media type: application/json)
added the optional property query/lead_source to the response with the 201 status (media type: application/json)

View updated docs