Skip to main content

LeadCRMMergeResponse

Result of reconciling a CRM-side duplicate merge.

survivor_lead_id object

ID of the lead that now holds the surviving deal, or null when no local lead matched any of the CRM IDs and nothing needed reconciling.

anyOf
integer
survivor_crm_idSurvivor Crm Idrequired

CRM ID of the surviving deal (echoes target_crm_id from the request).

results object[]

One entry per CRM ID in source_crm_ids, in the order they were sent.

  • Array [
    • crm_idCrm Idrequired

    The CRM ID from the request that this result describes.

    outcomeLeadCRMMergeOutcomerequired

    What happened to the matching lead.

    Possible values: [merged, promoted, already_merged, unknown]

    lead_id object

    ID of the matching lead, or null when no lead matched the CRM ID.

    anyOf
    integer
  • ]
    • customer_merge object

    Which customer records were unified, or null when no leads matched.

    anyOf
    survivor_customer_idSurvivor Customer Idrequired

    ID of the customer the others were folded into.

    merged_customer_idsinteger[]

    IDs of the customers that were folded in. They are kept as empty records rather than deleted.

    repointed object

    How many records were moved onto the surviving customer.

    identitiesIdentities

    Identity keys (chat, CRM, and contact aliases) moved.

    Default value: 0
    leadsLeads

    Leads moved.

    Default value: 0
    contactsContacts

    Contacts moved.

    Default value: 0
    dialoguesDialogues

    Dialogues moved. This is what gives the agent the combined conversation history.

    Default value: 0
    episode_summariesEpisode Summaries

    Stored conversation summaries moved.

    Default value: 0
    LeadCRMMergeResponse
    {
      "survivor_lead_id": 0,
      "survivor_crm_id": "string",
      "results": [
        {
          "crm_id": "string",
          "outcome": "merged",
          "lead_id": 0
        }
      ],
      "customer_merge": {
        "survivor_customer_id": 0,
        "merged_customer_ids": [
          0
        ],
        "repointed": {
          "identities": 0,
          "leads": 0,
          "contacts": 0,
          "dialogues": 0,
          "episode_summaries": 0
        }
      }
    }