LeadSquared Developer Centre

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Create or Update a Lead


Lets you create or update a lead –

  • If the lead exists, the attribute-value pairs you pass in the JSON body will update the lead’s information.
  • If the lead doesn’t exist, a new lead will be created.

The email address and phone fields are used as the default search criteria. If none of these match with an existing lead, a new lead will be created. You can pass the “SearchBy” attribute in the JSON body to search by a particular parameter.

Note: You can use the Lead Capture API as an alternative.

API URL

URL
Icon
POST https://{host}/v2/LeadManagement.svc/Lead.CreateOrUpdate?postUpdatedLead=false&accessKey=AccessKey&secretKey=SecretKey

Request

Content-Type: application/json
JSON Body/Payload Icon
[
   {
      "Attribute":"EmailAddress",
      "Value":"john.smith@acmeconsulting.co"
   },
   {
      "Attribute":"FirstName",
      "Value":"John"
   },
   {
      "Attribute":"LastName",
      "Value":"Smith"
   },
   {
      "Attribute":"Phone",
      "Value":"+919845098450"
   },
   {
      "Attribute":"mx_KYC",
      "Value":"",
      "Fields":[
         {
            "Attribute":"Status",
            "Value":"Pending"
         },
         {
            "Attribute":"mx_CustomObject_1",
            "Value":"XYZ12345.png"
         },
         {
            "Attribute":"mx_CustomObject_2",
            "Value":"864563"
         }
      ]
   },
   {
      "Attribute":"SearchBy",
      "Value":"EmailAddress"
   }
]

Request Parameters

Parameter Description
Attribute

Pass as many lead fields (including custom fields). You must pass at least one unique field (e.g. email address or phone).

You can also pass custom field sets.

Note:

  • You must pass the schema name of the field.
  • You can pass the “SearchBy” attribute to search by a particular parameter.
Value

The value of the specified attribute.

For custom field sets, you may pass an optional “Fields” array, containing attribute-value pairs for CFS fields. You must pass the schema name of the custom object fields in the attribute parameters.

Response

200 OK
Content-Type: application/json
{
   "Status":"Success",
   "Message":{
      "Id":"xxxxxxxx-Lead-Idxx-xxxx-xxxxxxxxxxx",
      "AffectedRows":1
   }
}

HTTP Response Codes

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

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