Move a contact on the pipeline

Put a contact's card in a pipeline column. lost also marks the contact lost; booked records a meeting and announces it to attached CRMs.

PUThttps://app.trygtm.com/api/v1/contacts/{contact_id}/pipeline-stage

Scope: write
MCP tool: set_pipeline_stage

Path parameters

contact_idstringrequired: The contact whose card to move.

Headers

Idempotency-Keystringoptional: A key unique to this write, up to 255 characters. A retry carrying the same key returns the first response instead of running again. Kept for 24 hours.

Body

stagestringrequired: The column: unanswered (Queued or approved, nothing sent yet); waiting_connection (LinkedIn invitation sent, not yet accepted); connected (Accepted — first message not sent yet); first_touch (One message out, no reply yet); follow_up (Later steps out, no reply yet); interested (Replied with interest); booked (A meeting is on the calendar); lost (The sequence ran out, or was marked lost).unansweredwaiting_connectionconnectedfirst_touchfollow_upinterestedbookedlost

Request

curl -X PUT https://app.trygtm.com/api/v1/contacts/8f2a91c4-6d1e-4c0a-9a57-2f3b1c7e9d10/pipeline-stage \
  -H "Authorization: Bearer $TRYGTM_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{
    "stage": "unanswered"
  }'

Response

{
  "data": {
    "ok": true,
    "contact_id": "8f2a91c4-6d1e-4c0a-9a57-2f3b1c7e9d10",
    "stage": "interested",
    "marked_lost": false,
    "booked": false
  }
}