Assign Team Member

curl -X POST "https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email_lead_map_id": 2433664091,
    "team_member_id": 456
  }'

import requests

API_KEY = "YOUR_API_KEY"

def assign_lead_to_member(lead_map_id, member_id):
    """Assign a lead to a specific team member"""
    payload = {
        "email_lead_map_id": lead_map_id,
        "team_member_id": member_id
    }
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/update-team-member",
        params={"api_key": API_KEY},
        json=payload
    )
    
    if response.status_code == 200:
        print(f"Lead {lead_map_id} assigned to member {member_id}")
        return response.json()
    else:
        print(f"Error: {response.json()}")
        return None

# Assign lead to Jane (ID: 456)
assign_lead_to_member(2433664091, 456)

const API_KEY = 'YOUR_API_KEY';

async function assignLeadToMember(leadMapId, memberId) {
  const payload = {
    email_lead_map_id: leadMapId,
    team_member_id: memberId
  };
  
  const response = await fetch(
    `https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=${API_KEY}`,
    {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify(payload)
    }
  );
  
  const result = await response.json();
  console.log(`Lead assigned to member ${memberId}`);
  return result;
}

// Assign lead to Jane (ID: 456)
assignLeadToMember(2433664091, 456);

{
  "success": true,
  "message": "Team member assigned successfully",
  "data": {
    "email_lead_map_id": 2433664091,
    "team_member_id": 456,
    "assigned_at": "2025-01-20T15:30:00Z"
  }
}

{
  "error": "Team member not found with ID 456"
}

{
  "error": "email_lead_map_id must be a valid number"
}

POST

api

master-inbox

update-team-member

curl -X POST "https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email_lead_map_id": 2433664091,
    "team_member_id": 456
  }'

import requests

API_KEY = "YOUR_API_KEY"

def assign_lead_to_member(lead_map_id, member_id):
    """Assign a lead to a specific team member"""
    payload = {
        "email_lead_map_id": lead_map_id,
        "team_member_id": member_id
    }
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/update-team-member",
        params={"api_key": API_KEY},
        json=payload
    )
    
    if response.status_code == 200:
        print(f"Lead {lead_map_id} assigned to member {member_id}")
        return response.json()
    else:
        print(f"Error: {response.json()}")
        return None

# Assign lead to Jane (ID: 456)
assign_lead_to_member(2433664091, 456)

const API_KEY = 'YOUR_API_KEY';

async function assignLeadToMember(leadMapId, memberId) {
  const payload = {
    email_lead_map_id: leadMapId,
    team_member_id: memberId
  };
  
  const response = await fetch(
    `https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=${API_KEY}`,
    {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify(payload)
    }
  );
  
  const result = await response.json();
  console.log(`Lead assigned to member ${memberId}`);
  return result;
}

// Assign lead to Jane (ID: 456)
assignLeadToMember(2433664091, 456);

{
  "success": true,
  "message": "Team member assigned successfully",
  "data": {
    "email_lead_map_id": 2433664091,
    "team_member_id": 456,
    "assigned_at": "2025-01-20T15:30:00Z"
  }
}

{
  "error": "Team member not found with ID 456"
}

{
  "error": "email_lead_map_id must be a valid number"
}

Assign leads to team members for personalized follow-up and workload distribution. Essential for team collaboration and performance tracking.

Overview

Assigns a lead to a specific team member. This endpoint enables lead distribution across your team, reassignment between members, and tracking of individual performance. Key Benefits:

Load balancing: Distribute leads evenly across team
Expertise matching: Assign leads based on team member specialization
Accountability: Track which team member is responsible for each lead
Performance metrics: Measure individual team member results

Common Use Cases:

Round-robin lead assignment
Geographic territory management
Industry expertise routing
Workload rebalancing
Manager reassignment

Query Parameters

string

required

Your SmartLead API key

Request Body

number

required

The ID of the lead-campaign mapping to update. This is the campaign_lead_map_id from inbox or campaign leads endpoints.

number

required

The ID of the team member to assign this lead to. Get team member IDs from your team management settings.

curl -X POST "https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email_lead_map_id": 2433664091,
    "team_member_id": 456
  }'

import requests

API_KEY = "YOUR_API_KEY"

def assign_lead_to_member(lead_map_id, member_id):
    """Assign a lead to a specific team member"""
    payload = {
        "email_lead_map_id": lead_map_id,
        "team_member_id": member_id
    }
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/update-team-member",
        params={"api_key": API_KEY},
        json=payload
    )
    
    if response.status_code == 200:
        print(f"Lead {lead_map_id} assigned to member {member_id}")
        return response.json()
    else:
        print(f"Error: {response.json()}")
        return None

# Assign lead to Jane (ID: 456)
assign_lead_to_member(2433664091, 456)

const API_KEY = 'YOUR_API_KEY';

async function assignLeadToMember(leadMapId, memberId) {
  const payload = {
    email_lead_map_id: leadMapId,
    team_member_id: memberId
  };
  
  const response = await fetch(
    `https://server.smartlead.ai/api/v1/master-inbox/update-team-member?api_key=${API_KEY}`,
    {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify(payload)
    }
  );
  
  const result = await response.json();
  console.log(`Lead assigned to member ${memberId}`);
  return result;
}

// Assign lead to Jane (ID: 456)
assignLeadToMember(2433664091, 456);

Response Codes

Success

Team member assignment updated successfully

Unauthorized

Invalid API key

Not Found

Lead mapping or team member not found

Validation Error

Invalid email_lead_map_id or team_member_id

{
  "success": true,
  "message": "Team member assigned successfully",
  "data": {
    "email_lead_map_id": 2433664091,
    "team_member_id": 456,
    "assigned_at": "2025-01-20T15:30:00Z"
  }
}

{
  "error": "Team member not found with ID 456"
}

{
  "error": "email_lead_map_id must be a valid number"
}

Assignment Strategies

Round-Robin Assignment

team_members = [101, 102, 103, 104, 105]
current_index = 0

def assign_next_lead(lead_map_id):
    global current_index
    member_id = team_members[current_index]
    assign_lead_to_member(lead_map_id, member_id)
    current_index = (current_index + 1) % len(team_members)

# Distribute leads evenly
for lead in new_leads:
    assign_next_lead(lead['campaign_lead_map_id'])

Territory-Based Assignment

territory_map = {
    'US-WEST': 101,
    'US-EAST': 102,
    'EUROPE': 103,
    'ASIA': 104
}

def assign_by_territory(lead_map_id, lead_territory):
    member_id = territory_map.get(lead_territory)
    if member_id:
        assign_lead_to_member(lead_map_id, member_id)
    else:
        print(f"No member assigned for territory: {lead_territory}")

Expertise-Based Routing

expertise_routing = {
    'SaaS': 101,
    'E-commerce': 102,
    'Healthcare': 103,
    'Finance': 104
}

def assign_by_industry(lead_map_id, industry):
    member_id = expertise_routing.get(industry, 101)  # Default to 101
    assign_lead_to_member(lead_map_id, member_id)

Workload Balancing

def get_member_workload(member_id):
    """Get current number of assigned leads"""
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/assigned-me",
        params={"api_key": API_KEY},
        json={"filters": {"campaignTeamMemberId": member_id}}
    )
    return response.json().get('total_count', 0)

def assign_to_least_busy(lead_map_id, team_members):
    """Assign to team member with fewest current leads"""
    workloads = {m: get_member_workload(m) for m in team_members}
    least_busy = min(workloads, key=workloads.get)
    assign_lead_to_member(lead_map_id, least_busy)

Bulk Assignment

def bulk_assign_leads(lead_map_ids, team_member_id):
    """Assign multiple leads to the same team member"""
    results = []
    
    for lead_map_id in lead_map_ids:
        try:
            result = assign_lead_to_member(lead_map_id, team_member_id)
            results.append({
                'lead_map_id': lead_map_id,
                'status': 'success',
                'result': result
            })
        except Exception as e:
            results.append({
                'lead_map_id': lead_map_id,
                'status': 'error',
                'error': str(e)
            })
    
    return results

# Assign 10 leads to Jane
new_leads = [2433664091, 2433664092, 2433664093, ...]
bulk_assign_leads(new_leads, 456)

Reassignment Workflows

Manager Reassignment

def reassign_from_to(from_member_id, to_member_id, filters=None):
    """Reassign all leads from one member to another"""
    # Get all leads assigned to from_member
    payload = {
        "filters": {
            "campaignTeamMemberId": from_member_id
        },
        "limit": 20
    }
    if filters:
        payload["filters"].update(filters)
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/assigned-me",
        params={"api_key": API_KEY},
        json=payload
    )
    
    leads = response.json().get('messages', [])
    
    # Reassign each lead
    for lead in leads:
        assign_lead_to_member(
            lead['campaign_lead_map_id'],
            to_member_id
        )
    
    return len(leads)

# Transfer all of John's hot leads to Jane
count = reassign_from_to(
    from_member_id=123,
    to_member_id=456,
    filters={"leadCategories": {"categoryIdsIn": [1]}}  # Interested only
)
print(f"Reassigned {count} leads")

Vacation Coverage

def setup_vacation_coverage(away_member_id, covering_member_id, start_date, end_date):
    """Temporarily reassign leads during vacation"""
    # Get active leads
    payload = {
        "filters": {
            "campaignTeamMemberId": away_member_id,
            "emailStatus": "Replied"  # Only active conversations
        }
    }
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/assigned-me",
        params={"api_key": API_KEY},
        json=payload
    )
    
    active_leads = response.json().get('messages', [])
    
    # Reassign to covering member
    for lead in active_leads:
        assign_lead_to_member(
            lead['campaign_lead_map_id'],
            covering_member_id
        )
        
        # Add note about temporary reassignment
        create_note(
            lead['campaign_lead_map_id'],
            f"Temporarily assigned to covering member during vacation from {start_date} to {end_date}"
        )

Getting email_lead_map_id

The email_lead_map_id is returned as campaign_lead_map_id from inbox endpoints:

From inbox response

{
  "messages": [{
    "campaign_lead_map_id": "2433664091",  // Use this value
    "lead": {...},
    "assigned_to": {
      "id": 123,
      "name": "John Doe"
    }
  }]
}

Team Member Notifications

After assignment, the team member typically receives:

Email notification of new assignment
In-app notification
Addition to their “Assigned to Me” inbox view

Configure notification preferences in team settings.

Best Practices

Document assignment logic: Keep records of why leads were assigned
Add notes on assignment: Use create-note endpoint to explain context
Monitor workload distribution: Regularly check assignment balance
Set up SLAs: Define expected response times for assigned leads
Review periodically: Reassess assignments based on performance
Handle edge cases: Plan for invalid IDs, missing members, etc.

Performance Tracking

def get_member_performance(member_id, start_date, end_date):
    """Get performance metrics for assigned leads"""
    payload = {
        "filters": {
            "campaignTeamMemberId": member_id,
            "replyTimeBetween": [start_date, end_date]
        }
    }
    
    response = requests.post(
        "https://server.smartlead.ai/api/v1/master-inbox/assigned-me",
        params={"api_key": API_KEY},
        json=payload
    )
    
    messages = response.json().get('messages', [])
    
    # Calculate metrics
    total = len(messages)
    replied = len([m for m in messages if m['email_status'] == 'Replied'])
    interested = len([m for m in messages 
                      if m.get('category', {}).get('id') == 1])
    
    return {
        'member_id': member_id,
        'total_assigned': total,
        'reply_rate': (replied / total * 100) if total > 0 else 0,
        'interest_rate': (interested / total * 100) if total > 0 else 0
    }

Get Assigned to Me - View assigned leads
Get Inbox Messages - All inbox replies
Create Note - Add assignment context
Update Lead Category - Categorize assigned leads

Update Lead Revenue Create Lead Task

⌘I

Campaign Management

Campaign Leads

Campaign Webhooks

Campaign Statistics

Lead Management

Lead Notes

Lead Tasks

Lead Tags

Lead Lists

Email Account Management

Email Account Tags

Master Inbox

Smart Delivery

Smart Senders

Webhooks

Global Analytics

Utilities

Client Management

Smart Prospect

Overview

Query Parameters

Request Body

Response Codes

Assignment Strategies

Round-Robin Assignment

Territory-Based Assignment

Expertise-Based Routing

Workload Balancing

Bulk Assignment

Reassignment Workflows

Manager Reassignment

Vacation Coverage

Getting email_lead_map_id

Team Member Notifications

Best Practices

Performance Tracking

​Overview

​Query Parameters

​Request Body

​Response Codes

​Assignment Strategies

​Round-Robin Assignment

​Territory-Based Assignment

​Expertise-Based Routing

​Workload Balancing

​Bulk Assignment

​Reassignment Workflows

​Manager Reassignment

​Vacation Coverage

​Getting email_lead_map_id

​Team Member Notifications

​Best Practices

​Performance Tracking

​Related Endpoints

Overview

Query Parameters

Request Body

Response Codes

Assignment Strategies

Round-Robin Assignment

Territory-Based Assignment

Expertise-Based Routing

Workload Balancing

Bulk Assignment

Reassignment Workflows

Manager Reassignment

Vacation Coverage

Getting email_lead_map_id

Team Member Notifications

Best Practices

Performance Tracking

Related Endpoints