Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Create Lead を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
email必須stringThe 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.
country必須stringThe country of the lead's address (e.g., US, CA).
stageId必須integerThe unique identifier of the stage within the specified pipeline where the lead will be placed.
assignTo必須stringThe unique identifier (ID) of the producer or agent to whom the lead is assigned.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。