Assign leads using the API

You can now assign leads to specific agents using our API, just send a was_assigned activity containing a user id. The activity format will look like this:

{
  "type": "was_assigned",
  "user": {"id": "12345"}
}

description field is optional and recommended, will be visible in the lead activity history in the Lead Manager CRM.

To find our the user id use our Users API. This feature works for both Agents and Lenders.

This activity can be sent as part of the the lead when creating or later using the activities endpoint. See our API endpoints for details.