通过 Aident Loadout 使用 AgencyZoom Tools 的 Agencyzoom Create Lead。执行前查看输入、输出、设置、价格和风险。
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必填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必填stringThe country of the lead's address (e.g., US, CA).
stageId必填integerThe unique identifier of the stage within the specified pipeline where the lead will be placed.
assignTo必填stringThe unique identifier (ID) of the producer or agent to whom the lead is assigned.
data必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
API 密钥连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。