Leads

Promote a Lead to a Deal (temporarily disabled)

⚠️ Temporarily disabled. This endpoint currently returns 403 (code: "promote_disabled"). Enrich leads via PATCH /v1/leads/{id}; a teammate promotes them to deals from the Dealboard inbox. The behavior below applies when promotion is re-enabled.

Creates a new Deal in the same board's pipeline using the Lead's submitter as the primary contact and the form fields as the Deal name + company. The Lead row is updated with triageStatus="promoted" and dealId pointing at the new Deal — provenance is preserved.

Idempotent on leadId: replays return the existing Deal id without creating a second one.

post/v1/leads/{id}/promote

Request

  • Base URL: https://app.getdealboard.com
  • URL: https://app.getdealboard.com/v1/leads/{id}/promote
  • Auth: HTTP bearer

Headers

Idempotency-Keystring

Optional client-chosen string. If the same key is sent twice within 24h with the same body, the original response is replayed.

Request body

dealNamestring

Override the Deal name. Default: companyName, or full name, or workEmail, or "New deal".

ownerUserIdstring uuid

Override the Deal owner. Default: the lead form's configured default owner.

Response

OK — the Lead was already promoted. Returns the existing Deal id.

dealIdstring uuid required
leadIdstring uuid required

Changes

No recorded changes to this operation across all 1 revision of this API.