Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Update 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。
Updates an existing lead's information in AgencyZoom using the `leadId`; ensure the `leadId` corresponds to an existing lead in AgencyZoom.
zipstringPostal or ZIP code of the lead's address.
citystringCity of the lead's address.
namestringName of the organization, if the lead is a business entity.
csrIdintegerIdentifier of the Customer Service Representative (CSR) assigned to the lead.
email必須stringLead's primary email address.
notesstringAdditional notes or comments related to the lead.
phonestringLead's primary phone number.
statestringState or province of the lead's address.
xDatestringPolicy expiration date or key future date for lead's insurance needs (e.g., YYYY-MM-DD or MM/DD/YY), often policy renewal or X-date.
leadId必須integerThe unique identifier of the lead to be updated.
country必須stringCountry of the lead's address.
stageId必須integerIdentifier of the stage the lead is currently in within the pipeline.
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。