Create a lead
The
leadId is returned as a JSON number. In JavaScript, parse the response as text and handle the ID as a string or BigInt to avoid precision loss.assignedUserId to let Lofty’s routing rules automatically assign the lead. Include it to skip routing and assign directly.
Retrieve a lead
List and filter leads
Use query parameters to paginate and filter:assignedUserId, stage, source, email, phone, key (fuzzy search), anyTags, allTags, contacted.
Use scrollId from the response for efficient cursor-based pagination over large result sets.
Update a lead
Send only the fields you want to change:tags replaces the lead’s entire tag set. To add tags without touching existing ones use tagsAdd; to remove specific tags by name use tagsRemove; to remove every tag set clearAllTags: true (takes precedence over the other tag fields).
Assign a lead
Delete a lead
DELETE /v1.0/leads/{leadId} moves the lead to the trash — it is not permanently deleted. A reason parameter is required and stored for audit purposes.
Trashed leads may be recoverable from the Lofty CRM interface. The API does not provide a restore endpoint.
Monitor lead changes
Subscribe to Lead Info webhooks (listId: 2) to receive real-time notifications when leads are created, updated, or deleted.Next steps
- Leads concept — understand the data model and lifecycle
- Leads API reference — full endpoint documentation
- Communication guide — log calls, emails, and texts for leads