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Early access: these pages are being written and reviewed. Facts in the header boxes come straight from the product.

Overview

leads

Section titled “leads”

Leads are the companies or people you sell to; contacts, activities, tasks and opportunities hang off a lead.

Operations

Section titled “Operations”
POST
/api/v1/leads/import/upload
POST
/api/v1/leads/import/{jobId}/map
GET
/api/v1/leads/import/{jobId}/status
GET
/api/v1/leads/import/history
GET
/api/v1/leads/export
POST
/api/v1/leads/bulk/sync-email-history
POST
/api/v1/leads/bulk/sync-email-history-by-filter
POST
/api/v1/leads/{id}/sync-email-history
GET
/api/v1/leads/{id}/sync-email-history/{jobId}
POST
/api/v1/leads/bulk/consents
GET
/api/v1/leads/{id}/consents
POST
/api/v1/leads/{id}/consents
DELETE
/api/v1/leads/{id}/consents/{purpose}
POST
/api/v1/leads/{id}/gdpr-deletion-request
GET
/api/v1/leads/{id}/gdpr-export
GET
/api/v1/leads/{id}/gdpr-verification-token
GET
/api/v1/leads/{id}/compliance-bundle.pdf
GET
/api/v1/leads/{id}/consent
PUT
/api/v1/leads/{id}/consent
GET
/api/v1/leads
POST
/api/v1/leads
GET
/api/v1/leads/summary
GET
/api/v1/leads/{id}
PUT
/api/v1/leads/{id}
DELETE
/api/v1/leads/{id}
POST
/api/v1/leads/bulk
POST
/api/v1/leads/bulk/{logId}/undo
POST
/api/v1/leads/{id}/merge
POST
/api/v1/leads/merge/{snapshotId}/undo
POST
/api/v1/leads/bulk/tags
POST
/api/v1/leads/{id}/tags
DELETE
/api/v1/leads/{id}/tags
POST
/api/v1/leads/{id}/convert-to-client
POST
/api/v1/leads/{id}/revert-to-lead
POST
/api/v1/leads/{id}/recalculate-revenue
POST
/api/v1/leads/bulk-recalculate-revenue
GET
/api/v1/leads/{id}/timeline
GET
/api/v1/leads/{id}/summary
GET
/api/v1/leads/{id}/next-action
GET
/api/v1/leads/{id}/mini-stats
GET
/api/v1/leads/{id}/call-briefing
GET
/api/v1/leads/{id}/conversation-memory
POST
/api/v1/leads/{id}/conversation-memory/commitments/{index}/kept
POST
/api/v1/leads/{id}/conversation-memory/commitments/{index}/missed
POST
/api/v1/leads/{id}/conversation-memory/dnc
POST
/api/v1/leads/{id}/conversation-memory/next-action
GET
/api/v1/leads/{id}/revenue-breakdown
POST
/api/v1/leads/{id}/classify-context
PUT
/api/v1/leads/{id}/lifecycle-stage
GET
/api/v1/leads/{id}/lifecycle-history
POST
/api/v1/leads/{id}/account-manager
DELETE
/api/v1/leads/{id}/account-manager
GET
/api/v1/leads/{id}/health
GET
/api/v1/leads/{id}/health/trend
POST
/api/v1/leads/{id}/health/recalculate
POST
/api/v1/leads/{leadId}/meetings
GET
/api/v1/leads/{leadId}/comments
POST
/api/v1/leads/{leadId}/comments
PUT
/api/v1/leads/{leadId}/comments/{commentId}
DELETE
/api/v1/leads/{leadId}/comments/{commentId}