API Lead Assignment - Shape Software - Automate your business!

Instructions

Shape Software API

POST API Calls

GET API Calls

Lead Assignment

POST /assign/lead/owner

To assign a user to a lead, send an authorized POST request to https://secure.setshape.com/api/assign/lead/owner

Parameters

Update the assigned user of a lead with these parameters:

Parameter — Lead ID is the record identifier required for finding the lead in database

Parameter — User ID is the user’s identifier required to assign a user to the lead. Learn how to find the user’s ID number below in the section titled “Finding User ID Numbers”

Request Header

The authentication token should be passed in the request header for every API request. 

Content-Type: application/json
Authorization=xxxxxxxxxxxxxxxxxxxxxxxx

Request Body

JSON request body formatting example:

{
  "lead_id": 454688,
  "lead_owner_id": 33
}

Response

Upon success, the server returns HTTP codes and messages in the header with some additional elements and properties that are set by the server, such as id.

{
    "msg": "User Assignment: John Doe assigned to Mike Smith",
    "status": 1
}

How to Get Field Names

Field names can be found within your CRM System’s settings pages under: Settings > Marketing Sources > Edit Any Marketing Source > Campaign Source Post URL Instructions.

 

After navigating to the marketing sources settings page and opening up a campaign, scroll to the bottom of the page to the “Campaign Source Post URL Instructions” section. Here, you will find a searchable table with a breakdown of all of the field names available for use. These field names can also be exported to a CSV via the “Export” dropdown.