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Reconcile a CRM duplicate merge

POST 
/v1/leads/crm-merge

Tells the platform that several CRM deals were merged into one, so the leads behind them stop being treated as separate people. Call this from whatever merges duplicates on the CRM side; without it the leads whose deals disappeared keep running their own conversations and silently lose their CRM link.

One lead keeps the surviving deal — the one whose contact replied most recently, so the live conversation is the one that stays connected to the CRM. The others are deactivated, their dialogues muted and their scheduled messages cancelled. They keep the crm_id they were imported with, since that deal genuinely no longer exists, and gain merged_into_lead_id pointing at the survivor. Set merged_lead_stage_id on the product's CRM integration to also move them to a specific stage.

All the leads are then folded onto a single customer, so the agent handling the surviving lead can see what was said in the other conversations.

Safe to call more than once: each source deal is reconciled only the first time, and a repeat request reports already_merged without changing anything. Source IDs that match no lead here are reported as unknown rather than failing the request. If the target deal cannot be found in the CRM, nothing is changed at all.

Request​

Responses​

Successful Response