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Tribe CRM

Manage persons, organizations, contacts, leads, sales opportunities, tasks, appointments, and invoices in Tribe CRM

Actions27

Lead → Upgrade to Customer

AI-generated

Summary

Convert an existing lead relationship into a customer relationship in Tribe CRM by specifying the lead's ID and the upgrade type.

Inputs

  • Lead ID (required) — The UUID of the lead relationship to upgrade.
  • Upgrade Type (required) — The target relationship type to upgrade the lead to; currently supports upgrading to a Customer relationship.

Output shape

A single record representing the upgraded customer relationship.

Requires the lead's ID provided and the upgrade type; the request is sent as a POST to the lead entity endpoint with the ID and upgrade type in the body.

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Discussion