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Lead Properties

This page defines the structure of the lead entity and its sub-entities (Device, Location, Origin, Interaction, Historic). Server-managed fields are read-only.

πŸ”Ή Lead β€” Identity​

PropertyTypeRequiredRead-OnlyDescriptionExample
idstring (UUID)NoYesUnique identifier for the lead"123e4567-e89b-12d3-a456-426614174000"
organizationIdstring (UUID)NoYesUUID of the owning organization (deprecated on input, server-derived)"123e4567-e89b-12d3-a456-426614174001"
organizationNamestringNoYesDenormalized organization name"Acme Inc."
userGroupIdstring (UUID)NoNoUser group the lead is routed to"550e8400-e29b-41d4-a716-446655440000"
userGroupstringNoYesDenormalized user group name"Sales Team"
externalIdstringNoNoExternal identifier from the upstream integration"frm_abc123"

πŸ”Ή Lead β€” Identity & Status​

PropertyTypeRequiredRead-OnlyDescriptionExample
namestringNoNoLead's full name"John Doe"
firstNamestringNoNoLead's first name"John"
lastNamestringNoNoLead's last name"Doe"
phonestringConditionalNoLead's phone number; required when email is not provided"+33612345678"
emailstring (email)ConditionalNoLead's email address; required when phone is not provided"[email protected]"
statusenumNoNoLead status. Currently only created"created"
subStatusstringNoNoLead sub-status (free-form)"qualified"
actorIdsarray of strings (UUIDs)NoNoUUIDs of the agents (actors) associated with the lead["123e4567-e89b-12d3-a456-426614174000"]

πŸ”Ή Lead β€” Classification​

PropertyTypeRequiredRead-OnlyDescriptionExample
labelsarray of stringsNoNoFree-form labels (no special characters)["hotlead", "enterprise"]
extraFieldsobjectNoNoCustom metadata bag{ "source": "landing-page" }
qualificationnumber (0-1)NoNoLead qualification score0.75
sentToIntegrationbooleanNoNoWhether the lead has been forwarded to the integration pipelinefalse

πŸ”Ή Lead β€” Embedded Records (IDs)​

These fields hold the identifier of the primary embedded record (singular).

PropertyTypeRequiredRead-OnlyDescriptionExample
devicestring (UUID)NoNoIdentifier of the primary device"123e4567-e89b-12d3-a456-426614174002"
locationstring (UUID)NoNoIdentifier of the primary location"123e4567-e89b-12d3-a456-426614174003"
originstring (UUID)NoNoIdentifier of the primary origin"123e4567-e89b-12d3-a456-426614174004"

πŸ”Ή Lead β€” Embedded Records (Lists)​

These fields hold all embedded records captured for the lead (server-populated).

PropertyTypeRequiredRead-OnlyDescription
locationsarray of LocationNoYesAll location records captured for the lead
devicesarray of DeviceNoYesAll device records captured for the lead
originsarray of OriginNoYesAll origin records captured for the lead
interactionsarray of InteractionNoYesAll interactions recorded for the lead
historicsarray of HistoricNoYesHistoric events recorded for the lead

πŸ”Ή Lead β€” Timestamps​

PropertyTypeRequiredRead-OnlyDescriptionExample
createdAtdate (ISO 8601)NoYesCreation timestamp"2025-05-13T15:00:00Z"
updatedAtdate (ISO 8601)NoYesLast update timestamp"2025-05-13T15:00:00Z"
deletedAtdate (ISO 8601)NoYesDeletion timestamp (soft delete)null

πŸ”Ή Device​

PropertyTypeRequiredDescriptionExample
idstring (UUID)NoUnique identifier"123e4567-e89b-12d3-a456-426614174000"
typestringNoDevice type (e.g. desktop, mobile, tablet)"mobile"
browserNamestringNoBrowser name reported by the user agent"Chrome"
fullBrowserVersionstringNoFull browser version string"120.0.6099.130"
mobileModelstringNoMobile device model when type is mobile"iPhone15,2"
mobileVendorstringNoMobile device vendor when type is mobile"Apple"
osNamestringNoOperating system name"iOS"
osVersionstringNoOperating system version"17.2.1"
leadIdstring (UUID)YesUUID of the lead this device belongs to"123e4567-e89b-12d3-a456-426614174000"
createdAt / updatedAt / deletedAtdate (ISO 8601)NoStandard timestamps-

πŸ”Ή Location​

PropertyTypeRequiredDescriptionExample
idstring (UUID)NoUnique identifier"123e4567-e89b-12d3-a456-426614174000"
ipv4stringNoIPv4 address captured at lead capture time"203.0.113.42"
countryNamestringNoResolved country name from the IP"France"
countryCodestringNoISO 3166-1 alpha-2 country code"FR"
statestringNoState or region resolved from the IP"Île-de-France"
citystringNoCity resolved from the IP"Paris"
leadIdstring (UUID)NoUUID of the lead this location belongs to"123e4567-e89b-12d3-a456-426614174000"
createdAt / updatedAt / deletedAtdate (ISO 8601)NoStandard timestamps-

πŸ”Ή Origin​

PropertyTypeRequiredDescriptionExample
idstring (UUID)NoUnique identifier"123e4567-e89b-12d3-a456-426614174000"
originstringNoOrigin name or label"Website contact form"
directionstringNoDirection of the lead at this origin (e.g. inbound, outbound)"inbound"
channelUrlstringNoChannel URL where the lead originated"https://example.com/contact"
externalIdstringNoExternal identifier of the origin in the upstream system"ext_abc123"
namestringNoDisplay name of the origin"Spring Campaign 2026"
typestringNoType of origin (e.g. form, call, chat)"form"
urlstringNoURL associated with the origin"https://example.com/campaigns/spring-2026"
interactionIdstringNoIdentifier of the interaction that produced the lead at this origin"123e4567-e89b-12d3-a456-426614174000"
interactionTypestringNoType of the originating interaction (e.g. iCall, iChat)"iCall"
adminstringNoIdentifier of the admin who owns the origin"admin_abc123"
originDatedate (ISO 8601)NoDatetime when the origin record was created"2026-05-13T15:00:00Z"
leadIdstring (UUID)YesUUID of the lead this origin belongs to"123e4567-e89b-12d3-a456-426614174000"
createdAt / updatedAt / deletedAtdate (ISO 8601)NoStandard timestamps-

πŸ”Ή Interaction​

PropertyTypeRequiredDescriptionExample
idstring (UUID)NoUnique identifier"123e4567-e89b-12d3-a456-426614174000"
typestringYesType of interaction (e.g. iCall, iChat)"iCall"
interactionIdstringNoExternal identifier in the upstream system"call_abc123"
metadataobjectNoFree-form metadata captured for the interaction{ "duration": 120, "outcome": "voicemail" }
leadIdstring (UUID)YesUUID of the lead this interaction belongs to"123e4567-e89b-12d3-a456-426614174000"
createdAt / updatedAt / deletedAtdate (ISO 8601)NoStandard timestamps-

πŸ”Ή Historic​

PropertyTypeRequiredDescriptionExample
idstring (UUID)NoUnique identifier"123e4567-e89b-12d3-a456-426614174000"
descriptionstringYesDescription of the historic event"Lead submitted the contact form on the website"
leadIdstring (UUID)YesUUID of the lead this event belongs to"123e4567-e89b-12d3-a456-426614174000"
originIdstring (UUID)NoUUID of the origin that produced this event"123e4567-e89b-12d3-a456-426614174000"
metadataobjectNoFree-form metadata for the event{ "source": "web", "campaign": "spring-2026" }
createdAt / updatedAt / deletedAtdate (ISO 8601)NoStandard timestamps-

🧩 Property Details​

  • phone / email: At least one of phone or email must be provided on create (XOR constraint enforced by ValidateIf).
  • status: Currently a single value created. New statuses may be added; treat as a string in integrations.
  • labels: Free-form, but cannot contain special characters (^ `` `` ~!@#$%^&*()|+-=?;:'",.<>[]/`).
  • qualification: 0-1 score; 0 means unqualified, 1 means fully qualified.
  • sentToIntegration: true once the lead has been pushed to the downstream pipeline; do not re-send.
  • organizationId: Deprecated on input β€” server derives from security context. Kept for backward compatibility.
  • userId: Deprecated on input β€” use actorIds for multi-agent assignment.

πŸ“Š Property Usage Examples​

Minimal Lead (email only)​

{
"email": "[email protected]"
}

Complete Lead​

{
"id": "123e4567-e89b-12d3-a456-426614174000",
"organizationId": "123e4567-e89b-12d3-a456-426614174001",
"organizationName": "Acme Inc.",
"name": "John Doe",
"firstName": "John",
"lastName": "Doe",
"phone": "+33612345678",
"email": "[email protected]",
"status": "created",
"userGroupId": "550e8400-e29b-41d4-a716-446655440000",
"userGroup": "Sales Team",
"actorIds": ["123e4567-e89b-12d3-a456-426614174002"],
"labels": ["hotlead", "enterprise"],
"extraFields": { "source": "landing-page", "campaign": "spring-2026" },
"qualification": 0.75,
"sentToIntegration": false,
"externalId": "frm_abc123",
"device": "123e4567-e89b-12d3-a456-426614174003",
"location": "123e4567-e89b-12d3-a456-426614174004",
"origin": "123e4567-e89b-12d3-a456-426614174005",
"locations": [
{
"id": "...",
"ipv4": "203.0.113.42",
"countryName": "France",
"countryCode": "FR",
"city": "Paris"
}
],
"devices": [
{
"id": "...",
"type": "mobile",
"osName": "iOS",
"osVersion": "17.2.1",
"browserName": "Safari"
}
],
"origins": [
{
"id": "...",
"origin": "Website contact form",
"direction": "inbound",
"type": "form"
}
],
"interactions": [],
"historics": [
{ "id": "...", "description": "Lead submitted the contact form" }
],
"createdAt": "2025-05-13T15:00:00Z",
"updatedAt": "2025-05-13T15:00:00Z"
}

πŸ“˜ Notes​

  • All timestamps are returned in ISO 8601 format with UTC timezone
  • The organizationId is enforced server-side from the security context
  • Sub-entity lists (locations, devices, origins, interactions, historics) are server-populated