Overview
This API endpoint allows you to update an already exported lead record by adding your custom CRM object ID and description.
Prerequisites
- You must be familiar with the Teamfluence API (link to getting started guide).
Endpoint
PATCH /{profile_id}/leads/{lead_id}
Path parameters:
{profile_id}– Your unique profile identifier, found in the Profile Settings.{lead_id}– The lead record ID, which appears in the webhook payload.
Note: All API calls using a given {profile_id} apply only to the corresponding workspace.
Request Body
{
"crm_id": "Aa890435348",
"crm_meta": "Last interaction with tony@starkindustries.com 9d ago"
}
Fields:
crm_id(required) – A reference to your CRM object ID.crm_meta(optional) – A text field for additional metadata, such as interaction history or notes.
Usage Notes
- Updating a lead with your CRM object ID enables tracking of its status changes via webhooks using your internal reference.