Lead - Strata Docs

A Lead represents a potential sales prospect in a CRM system. It contains information about an individual or company that has shown interest but has not yet been qualified as an opportunity. Leads can be converted into Accounts, Contacts, and Deals. Lead objects are delivered within Sync Events under the unified field. You can download the JSON schema files here:

The unified Lead object lead.schema.json

{
  "type": "Lead",
  "event": {
    "id": "00L234567890ABC",
    "firstName": "John",
    "lastName": "Doe",
    "company": "Tech Innovations Inc",
    "title": "CTO",
    "email": "john.doe@techinnovations.com",
    "phone": "+1-555-345-6789",
    "mobilePhone": "+1-555-345-6790",
    "website": "https://www.techinnovations.com",
    "status": "Qualified",
    "rating": "Hot",
    "leadSource": "Trade Show",
    "industry": "Technology",
    "numberOfEmployees": 250,
    "annualRevenue": 25000000.00,
    "ownerId": "005234567890XYZ",
    "address": {
      "street": "456 Innovation Drive",
      "city": "Austin",
      "state": "TX",
      "postalCode": "78701",
      "country": "United States"
    },
    "convertedContactId": "003234567890DEF",
    "convertedAccountId": "001234567890GHI",
    "convertedDealId": "006234567890JKL",
    "convertedAt": "2024-12-15T10:30:00Z",
    "isConverted": true,
    "createdAt": "2024-10-01T08:00:00Z",
    "updatedAt": "2024-12-15T10:30:00Z"
  },
  "category": "CRM"
}

Properties

type

string

required

The type of the event. Always set to “Lead”.

event

object

required

The main lead data containing all lead information.

Show Lead Event Properties

string

required

Unique identifier for the lead.

firstName

string

The lead’s first name (optional).

lastName

string

The lead’s last name (optional).

company

string

The company name associated with the lead (optional).

title

string

Job title of the lead (optional).

string

The lead’s email address (optional).

phone

string

Primary phone number for the lead (optional).

mobilePhone

string

Mobile phone number for the lead (optional).

website

string

The company’s website URL (optional).

status

string

required

The current status of the lead in the qualification process.

rating

string

A rating or priority level for the lead (optional).

leadSource

string

The source or origin of the lead (optional).

industry

string

The industry sector the lead’s company operates in (optional).

numberOfEmployees

integer

The number of employees at the lead’s company (optional).

annualRevenue

number

The company’s annual revenue (optional).

ownerId

string

The ID of the user who owns this lead (optional).

address

object

The address for the lead (optional).

Show Address Properties

street

string

Street address (optional).

city

string

City (optional).

state

string

State or province (optional).

postalCode

string

Postal or ZIP code (optional).

country

string

Country (optional).

convertedContactId

string

The ID of the Contact created when this lead was converted (optional).

convertedAccountId

string

The ID of the Account created when this lead was converted (optional).

convertedDealId

string

The ID of the Deal created when this lead was converted (optional).

convertedAt

string

The timestamp when the lead was converted in ISO 8601 format (optional).

isConverted

boolean

required

Whether the lead has been converted to an Account, Contact, and/or Deal.

createdAt

string

required

The timestamp when the lead was created in ISO 8601 format.

updatedAt

string

required

The timestamp when the lead was last updated in ISO 8601 format.

Sync API

​Properties

Properties