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AgencyZoom Tools

Agencyzoom Create Lead

Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.

Write actionRisk level 2 of 5API key connection
Use Agencyzoom Create Lead

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Inputs

  • zipstring
    The postal code or ZIP code of the lead's address.
  • citystring
    The city of the lead's address.
  • namestring
    The name of the organization or company, required if 'isBusiness' is True.
  • csrIdinteger
    The unique identifier of the Customer Service Representative (CSR) assigned to the lead.
  • emailstring
    Required
    The primary email address of the lead.
  • notesstring
    Additional notes or comments about the lead.
  • phonestring
    The primary phone number of the lead.
  • statestring
    The state or province of the lead's address (e.g., CA, TX, NY).
  • xDatestring
    The X-date (e.g., policy expiration or renewal date) associated with the lead, preferably in YYYY-MM-DD format.
  • countrystring
    Required
    The country of the lead's address (e.g., US, CA).
  • stageIdinteger
    Required
    The unique identifier of the stage within the specified pipeline where the lead will be placed.
  • assignTostring
    Required
    The unique identifier (ID) of the producer or agent to whom the lead is assigned.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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Skills that use this Action

No published Skills explicitly reference this Action yet.