Switch lead's customer profile
Switches the customer profile of a lead. Any pending scheduled follow-up for the lead (automated follow-up steps, dynamic AI-scheduled follow-ups, etc.) is always canceled as part of the switch. Manually scheduled messages (created via “Schedule Message” in the dashboard) are preserved. If sendMessage is true, a new follow-up message for the new profile is scheduled in its place (see sendMessage below); if sendMessage is false (the default), no replacement follow-up is scheduled — the lead simply has no pending follow-up until the new profile’s own follow-up config or your own logic schedules one.
Authorizations
Path Parameters
The ID of the lead to switch the customer profile for.
Body
The new customer profile to switch the lead to.
The name of the new customer profile to switch the lead to.
Whether to send the new profile's first message to the lead after switching. Defaults to false. When false, the existing pending follow-up (if any) is canceled and no new follow-up is scheduled — the switch does not automatically initiate contact under the new profile. When true, the first message is scheduled after the delay in messageDelayHours / messageDelayMins below; if both are omitted (or 0), the message is sent immediately, subject only to outreach-hours/holiday adjustment.
The number of hours to wait before sending the message. Takes precedence over messageDelayMins.
The number of minutes to wait before sending the message. Used as an alternative to messageDelayHours.
Whether to clear the AI's memory of the existing conversation with the lead. Defaults to false.

