Commencer maintenant
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

  • 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
    Obligatoire
    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
    Obligatoire
    The country of the lead's address (e.g., US, CA).
  • stageIdinteger
    Obligatoire
    The unique identifier of the stage within the specified pipeline where the lead will be placed.
  • assignTostring
    Obligatoire
    The unique identifier (ID) of the producer or agent to whom the lead is assigned.

Sortie observable

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

Skills qui utilisent cette Action

Cas d’usage associés

Aucun cas d’usage associé et vérifié pour le moment.

Source officielle

Source du fournisseur