Utilisez Agencyzoom Create Lead avec AgencyZoom Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.
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.
emailObligatoirestringThe 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.
countryObligatoirestringThe country of the lead's address (e.g., US, CA).
stageIdObligatoireintegerThe unique identifier of the stage within the specified pipeline where the lead will be placed.
assignToObligatoirestringThe unique identifier (ID) of the producer or agent to whom the lead is assigned.
dataObligatoireData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoirebooleanWhether or not the action execution was successful or not
Connexion par clé API. Niveau de risque 2 sur 5.
Action gratuite
Aucune Skill publiée ne référence encore explicitement cette Action.