> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sendler.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Update Lead Status

> Set a lead outcome and/or CRM categorization.

Requires `leads:write`. Supply at least one of `status` or `customLeadStatus`.

* Settable `status`: `OPPORTUNITY`, `MEETING_BOOKED`, `DONE`, `UNSUBSCRIBED`, `IRRELEVANT`.
* `customLeadStatus`: `LEAD`, `INTERESTED`, `MEETING_BOOKED`, `MEETING_COMPLETE_NOT_CLOSED`, `CLOSED`, `WRONG_PERSON`, `NOT_INTERESTED`, `NO_RESPONSE`.

Sequence-managed statuses such as `MESSAGE_SENT` cannot be set through this endpoint. `DONE`, `UNSUBSCRIBED`, and `IRRELEVANT` stop further campaign outreach and remain permitted by the REST lapsed-subscription policy.

`note` **replaces** existing notes; omit it to preserve them. Its maximum length is 1,000 characters. Use an [Idempotency-Key](https://docs.sendler.ai/api-reference/behavior.md#idempotent-writes) for retries. MCP uses `custom_status`, while this REST endpoint uses `customLeadStatus`.


## OpenAPI

````yaml PATCH /v1/leads/{id}/status
openapi: 3.0.0
info:
  title: SendPilot External API
  description: >

    # SendPilot External API v1


    Public API for integrating with SendPilot programmatically.


    ## Authentication


    Requests authenticate with a workspace API key in the `X-API-Key` header:


    ```

    X-API-Key: sp_live_your_api_key_here

    ```


    `Authorization: Bearer sp_live_...` (or `sp_test_...`) is also accepted.
    Prefer one header; `X-API-Key` takes precedence. Clerk OAuth tokens for MCP
    connection URLs are not public REST API keys.


    A key only reaches what its scopes and creator's current workspace
    permissions allow. Each operation lists the scopes it needs in
    `x-sp-scopes`. Use `GET /v1/me` to inspect the effective permissions and
    subscription state.


    ## Rate Limits


    - **Per API Key**: 300 requests/minute

    - **Per Workspace**: 50,000 requests/day


    Responses that reach the rate limiter include these headers; early
    authentication failures may not:

    - `X-RateLimit-Limit`: Max requests per minute

    - `X-RateLimit-Remaining`: Remaining requests in current window

    - `X-RateLimit-Reset`: Epoch timestamp when limit resets


    ## LinkedIn Sender Limits


    When using messaging endpoints, these headers show account limits:

    - `X-LinkedIn-Messages-Remaining`: Messages left today

    - `X-LinkedIn-Connections-Remaining`: Connection requests left today

    - `X-LinkedIn-Quota-Reset-At`: When daily limits reset


    ## Retries


    Send an `Idempotency-Key` header on POST and PATCH requests. A retry with
    the same key within 24 hours returns the first result (with
    `Idempotent-Replayed: true`) instead of acting twice. The same key with a
    different request answers 422 `IDEMPOTENCY_KEY_REUSED`; a retry while the
    first request still runs answers 409 `IDEMPOTENCY_IN_PROGRESS`.


    Once execution is attempted, its response (including errors) is retained. If
    a process stops or result storage fails after the attempt, the durable
    record blocks another execution for the replay window and returns 409
    `IDEMPOTENCY_IN_PROGRESS` or `IDEMPOTENCY_REPLAY_UNAVAILABLE`. Check the
    operation's status before using a new key: an uncertain outcome may already
    have acted. Requests refused before execution is claimed, such as
    authentication or rate-limit refusals, can be retried with the same key.


    ## Webhooks


    Configure webhooks in the SendPilot app to receive real-time events:

    - `lead.tag.updated`

    - `lead.updated`

    - `message.sent`

    - `reply.received`

    - `connection_request.sent`

    - `connection_request.accepted`

    - `campaign.started`

    - `campaign.paused`

    - `campaign.resumed`

    - `campaign.finished`


    ## Error Codes


    Errors return a JSON body. Use the machine-readable `code` when supplied;
    validation messages can be arrays, and some legacy errors omit `code`. A
    typical error is:

    ```json

    {
      "statusCode": 400,
      "error": "Bad Request",
      "code": "SPECIFIC_ERROR_CODE",
      "message": "Human-readable description"
    }

    ```
  version: '1.0'
  contact:
    name: SendPilot Support
    url: https://sendpilot.ai
    email: support@sendpilot.ai
servers:
  - url: https://api.sendpilot.ai
security: []
tags: []
paths:
  /v1/leads/{id}/status:
    patch:
      tags:
        - External API - Leads
      summary: Update lead status
      description: >-
        Update the status (OPPORTUNITY, MEETING_BOOKED, DONE, UNSUBSCRIBED,
        IRRELEVANT) and/or custom status of a lead
      operationId: leads.updateStatus
      parameters:
        - name: id
          required: true
          in: path
          description: Lead ID
          schema:
            type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateLeadStatusDto'
      responses:
        '200':
          description: Lead status updated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UpdateLeadResponseDto'
        '400':
          description: At least one of status or customLeadStatus is required
        '404':
          description: Lead not found
      security:
        - api-key: []
components:
  schemas:
    UpdateLeadStatusDto:
      type: object
      properties:
        status:
          type: string
          description: >-
            New status for the lead. Only outcome statuses can be set; statuses
            managed by the sequence engine are rejected.
          example: MEETING_BOOKED
          enum:
            - OPPORTUNITY
            - MEETING_BOOKED
            - DONE
            - UNSUBSCRIBED
            - IRRELEVANT
        customLeadStatus:
          type: string
          description: New custom lead status for CRM categorization
          example: INTERESTED
          enum:
            - LEAD
            - INTERESTED
            - MEETING_BOOKED
            - MEETING_COMPLETE_NOT_CLOSED
            - CLOSED
            - WRONG_PERSON
            - NOT_INTERESTED
            - NO_RESPONSE
        note:
          type: string
          description: Optional note/reason for status change
          example: Customer showed interest in demo
          maxLength: 1000
    UpdateLeadResponseDto:
      type: object
      properties:
        success:
          type: boolean
          description: Success status
          example: true
        leadId:
          type: string
          description: Lead ID
          example: lead_123
        status:
          type: string
          description: New status
          example: MEETING_BOOKED
        message:
          type: string
          description: Message
      required:
        - success
        - leadId
        - status
        - message
  securitySchemes:
    api-key:
      type: apiKey
      in: header
      name: X-API-Key
      description: 'API key for authentication (prefix: sp_live_ or sp_test_)'

````

This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.