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UPSERT a Lead

PUT https://api.copper.com/developer_api/v1/leads/upsert

Note that this endpoint is eligible to return computed custom field values, click here for more information.

Functionality

"Upsert" (update + insert) will atomically do the following:

  1. Check for the existence of a Lead matching certain criteria
  2. If one exists, update it with the supplied parameters.
  3. If not, create a new Lead with the supplied parameters.
  4. This is particularly useful to avoid creating duplicate Leads.

Match Criteria

The supported match criteria are:

  • Name
  • Email
  • Custom Fields

To match on a Custom Field, the corresponding Custom Field Definition must be available on Leads and included in filters. (These settings may be viewed and edited in the web application via System Settings -> Custom Fields.)

Match Outcomes

Match outcomes are handled as follows:

  • If no matches are found, create a new Lead.
  • If exactly one match is found, update that Lead.
  • If more than one match is found, return a 422 response with the IDs of the matching Leads.
  • If more than 30 matches are found, return a 422 response without the IDs of the matching Leads.

Request body

{
  "properties": {
    "name": "My Lead",
    "email": {
      "email": "mylead@gmail.test",
      "category": "work"
    }
  },
  "match": {
    "field_name": "email",
    "field_value": "mylead@gmail.test"
  }
}

Example Requests

UPSERT a Lead

curl --location --request PUT "https://api.copper.com/developer_api/v1/leads/upsert" \
  --header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
  --header "X-PW-Application: developer_api" \
  --header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
  --header "Content-Type: application/json" \
  --data "{
  \"properties\": {
    \"name\": \"My Lead\",
    \"email\": {
      \"email\": \"mylead@gmail.test\",
      \"category\": \"work\"
    }
  },
  \"match\": {
    \"field_name\": \"email\",
    \"field_value\": \"mylead@gmail.test\"
  }
}"

{
  "id": 8982702,
  "name": "My Lead",
  "prefix": null,
  "first_name": "My",
  "last_name": "Lead",
  "middle_name": null,
  "suffix": null,
  "address": null,
  "assignee_id": null,
  "company_name": null,
  "customer_source_id": null,
  "details": null,
  "email": {
    "email": "mylead@gmail.test",
    "category": "work"
  },
  "interaction_count": 0,
  "monetary_unit": null,
  "monetary_value": null,
  "socials": [],
  "status": "New",
  "status_id": 208231,
  "tags": [],
  "title": null,
  "websites": [],
  "phone_numbers": [],
  "custom_fields": [
    {
      "custom_field_definition_id": 100764,
      "value": null
    },
    {
      "custom_field_definition_id": 103481,
      "value": null
    },
    {
      "custom_field_definition_id": 128735,
      "value": null
    }
  ],
  "date_created": 1489531171,
  "date_modified": 1512006056,
  "date_last_contacted": null
}