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Usage Notes

Updating additionalInfo

The additionalInfo 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

The followUpConfig defines the follow-up schedule. Each step must include both hours and channel:
Allowed channels: text, call, email Optional properties:
  • voicemailEnabled (boolean): Only valid for call channel. If true, leaves a voicemail when call is not answered.
  • strategyIds (string or string array): Strategy IDs to use for this follow-up step. Use "auto" for automatic selection, or provide an array of specific strategy IDs. Requires useStrategiesForFollowUps to be set to true on the lead.
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
To stop all follow-ups for a lead, set followUpConfig to an empty object {} . This will cancel any scheduled follow-ups and set the lead to STOPPED state.

Follow-up Scheduling Behavior

When updating followUpStep and/or followUpConfig, the timer always resets to now + hours:
  1. Update followUpStep only: Schedules that specific step
  2. Update followUpConfig only: Reschedules with new timing, preserving the current step
  3. 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

x-api-key
string
header
required

Path Parameters

leadId
string
required

The ID of the lead to update

Body

application/json

Fields to update on the lead. All fields are optional.

email
string

The email address of the lead. Must be a valid email format.

timeZone
string

The timezone of the lead in tz database format (e.g. America/New_York).

additionalInfo
object | null

Key-value object to merge with existing additionalInfo. Set a value to null to remove that key.

followUpConfig
object

Follow-up schedule configuration. Keys are step numbers (1, 2, 3, etc.), values are objects with hours and channel.

followUpStep
integer

The follow-up step to schedule. Use positive integers (1, 2, 3, ...) for specific steps, -1 for STOPPED, or -2 for LONG_TERM.

useStrategiesForFollowUps
boolean

Enable strategy-based follow-ups for this lead. Must be true for strategyIds in followUpConfig steps to take effect.

Response

Lead updated successfully.

message
string

Returns "Lead updated successfully." when the update completes.