Usage Notes
Updating additionalInfo
TheadditionalInfo field uses merge/upsert behavior:
- New keys are added to the existing additionalInfo
- Existing keys are updated with new values
- To delete a key, set its value to
null
Follow-up Configuration
ThefollowUpConfig defines the follow-up schedule. Each step must include both hours and channel:
text, call, email
Optional properties:
voicemailEnabled(boolean): Only valid forcallchannel. If true, leaves a voicemail when call is not answered.
Channel requirements: - text: Always available (SMS) - call: Requires
voice to be enabled on the customer profile - email: Requires email to be
enabled on both the customer profile and organization
Follow-up Scheduling Behavior
When updatingfollowUpStep and/or followUpConfig, the timer always resets to now + hours:
- Update followUpStep only: Schedules that specific step
- Update followUpConfig only: Reschedules with new timing, preserving the current step
- Update both: Full reset with the new config starting at the specified step
Special followUpStep Values
- Positive integers (1, 2, 3, …): Schedule that specific follow-up step
- -1 (STOPPED): Stops all follow-ups for this lead
- -2 (LONG_TERM): Moves lead to long-term nurture mode
Authorizations
Path Parameters
The ID of the lead to update
Body
application/json
Fields to update on the lead. All fields are optional.
The email address of the lead. Must be a valid email format.
The timezone of the lead in tz database format (e.g. America/New_York).
Key-value object to merge with existing additionalInfo. Set a value to null to remove that key.
Follow-up schedule configuration. Keys are step numbers (1, 2, 3, etc.), values are objects with hours and channel.
The follow-up step to schedule. Use positive integers (1, 2, 3, ...) for specific steps, -1 for STOPPED, or -2 for LONG_TERM.
Response
Lead updated successfully.
Returns "Lead updated successfully." when the update completes.

