Understanding Leads

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What is a Lead?

• Contact Information: Email, name, company details
• Custom Fields: Unlimited personalization data
• Status: Current state in campaign (STARTED, INPROGRESS, COMPLETED)
• Category: User-defined labels (Interested, Not Interested, etc.)
• Activity History: All interactions tracked

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Lead Lifecycle

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Lead Status

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Lead Categories

• Interested: Positive response
• Meeting Request: Wants to meet
• Not Interested: Negative response
• Do Not Contact: Hard opt-out
• Information Request: Needs more info
• Custom Categories: Create your own

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Custom Fields

{
  "email": "john@example.com",
  "first_name": "John",
  "last_name": "Doe",
  "custom_fields": {
    "job_title": "CEO",
    "industry": "Technology",
    "company_size": "50-100",
    "pain_point": "Lead generation",
    "annual_revenue": "$5M-$10M",
    "linkedin": "https://linkedin.com/in/johndoe"
  }
}

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Best Practices

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Related Endpoints

• Add Leads to Campaign
• Get Campaign Leads
• Get Lead Categories
• Update Lead