AgencyZoom Tools
Agencyzoom Create Lead
Utilisez Agencyzoom Create Lead avec AgencyZoom Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
Action d'écritureNiveau de risque 2 sur 5Connexion par clé API
Description du fournisseur
Creates a new lead or updates an existing one in AgencyZoom; ensure `pipelineId`, `stageId`, `leadSourceId`, and `assignTo` reference valid, existing entities.
Tarifs et limites
- Tarif
- Action gratuite
- Paiement unifié
- Non pris en charge actuellement
Entrées
- The postal code or ZIP code of the lead's address.zipstring
- The city of the lead's address.citystring
- The name of the organization or company, required if 'isBusiness' is True.namestring
- The unique identifier of the Customer Service Representative (CSR) assigned to the lead.csrIdinteger
- The primary email address of the lead.emailstringObligatoire
- Additional notes or comments about the lead.notesstring
- The primary phone number of the lead.phonestring
- The state or province of the lead's address (e.g., CA, TX, NY).statestring
- The X-date (e.g., policy expiration or renewal date) associated with the lead, preferably in YYYY-MM-DD format.xDatestring
- The country of the lead's address (e.g., US, CA).countrystringObligatoire
- The unique identifier of the stage within the specified pipeline where the lead will be placed.stageIdintegerObligatoire
- The unique identifier (ID) of the producer or agent to whom the lead is assigned.assignTostringObligatoire
Sortie observable
- Data from the action executiondataObligatoire
- Error if any occurred during the execution of the actionerrorstring
- Whether or not the action execution was successful or notsuccessfulbooleanObligatoire
Skills qui utilisent cette Action
Cas d’usage associés
Aucun cas d’usage associé et vérifié pour le moment.