Lead programs: assign, convert, disqualify

Reference for Lead, one group of Lead programs.

Lead.assignCopy Anchor Link

Assign gives a Lead one owner Worker, by round robin, territory or ICP fit, as the Startup’s routing Policy says. Verb page.

do: return await $.Lead.assign(input)

Emits Lead.assigned.

Inputs

Returns

Refuses when

Example

{
  "name": "do",
  "arguments": {
    "code": "return await $.Lead.assign({ lead: 'lead_Kz1R9fhqzZ' })"
  }
}

Lead.convertCopy Anchor Link

Convert ends a qualified Lead’s pursuit as a Lead: it opens a Deal or routes the Lead to self-serve checkout. Verb page.

do: return await $.Lead.convert(input)

Emits Lead.converted.

Inputs

Returns

Refuses when

Example

{
  "name": "do",
  "arguments": {
    "code": "return await $.Lead.convert({ lead: 'lead_Kz1R9fhqzZ', offer: 'offer_2hzYe1ERo0', route: 'Example route' })"
  }
}

Lead.disqualifyCopy Anchor Link

Disqualify ends a Lead’s pursuit because it fits no Offer, with the reason; its Contact record and Consent stay. Verb page.

do: return await $.Lead.disqualify(input)

Emits Lead.disqualified.

Inputs

Returns

Refuses when

Example

{
  "name": "do",
  "arguments": {
    "code": "return await $.Lead.disqualify({ lead: 'lead_Kz1R9fhqzZ', reason: 'noFit' })"
  }
}