Updates an existing business lead in AgencyZoom. Requires leadId (path parameter) plus core business information fields: firstname, email, name (business name), pipelineId, stageId, leadSourceId, assignTo (producer ID), and country. All other fields are optional and will only up…
dbastring'Doing Business As' name if the business operates under a name different from its legal name.
faxstringThe fax number for the business.
zipstringThe postal code or ZIP code of the business address.
citystringThe city where the business is located.
feinstringFederal Employer Identification Number (FEIN) or Federal Tax ID for the business.
nameRequiredstringThe legal name of the business or company.
csrIdintegerThe unique identifier of the Customer Service Representative (CSR) assigned to the business lead.
emailRequiredstringThe primary email address of the business or primary contact.
notesstringAdditional notes or comments about the business lead.
phonestringThe primary phone number of the business.
statestringThe state or province where the business is located (e.g., CA, TX, NY).
xDatestringThe X-date (e.g., policy expiration or renewal date) associated with the business lead, preferably in YYYY-MM-DD format.
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.
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No published Skills explicitly reference this Action yet.