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 connectionFree Action
Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
zipstringThe postal code or ZIP code of the lead's address.
citystringThe city of the lead's address.
namestringThe name of the organization or company, required if 'isBusiness' is True.
csrIdintegerThe unique identifier of the Customer Service Representative (CSR) assigned to the lead.
emailRequiredstringThe primary email address of the lead.
notesstringAdditional notes or comments about the lead.
phonestringThe primary phone number of the lead.
statestringThe state or province of the lead's address (e.g., CA, TX, NY).
xDatestringThe X-date (e.g., policy expiration or renewal date) associated with the lead, preferably in YYYY-MM-DD format.
countryRequiredstringThe country of the lead's address (e.g., US, CA).
stageIdRequiredintegerThe unique identifier of the stage within the specified pipeline where the lead will be placed.
assignToRequiredstringThe unique identifier (ID) of the producer or agent to whom the lead is assigned.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.