Lofty integration

Read one page of leads; use offset or the returned scrollId for the next page.

11 fields

Read a lead by its ID.

2 fields

Create a lead; omitted assignee uses Lofty routing and omitted ownership defaults to the caller.

14 fields

Update supplied lead fields; omitted fields remain unchanged.

15 fields

Move a lead to trash.

2 fields

List notes on a lead.

2 fields

Read a note by its ID.

1 field

Add a note to a lead; returns the note ID, whose read may be briefly delayed.

3 fields

Update a note on the specified lead.

4 fields

Delete a note.

1 field

List all tasks and appointments on a lead.

1 field

Read a task or appointment.

1 field

Create a follow-up task or appointment on a lead.

8 fields

Update supplied task fields; use finish or unfinish to change completion.

6 fields

Delete a task or appointment.

1 field

Mark a task completed; smart-plan tasks cannot be finished through this API.

1 field

Reopen a completed task.

1 field

Send an email using the connected user’s outgoing email configuration.

4 fields

Send an SMS from the connected user’s active virtual number.

4 fields

Read one page of team members.

2 fields