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Datacrazy Automações

Utilitários de automação para fluxos com o Datacrazy CRM

Actions22

⚡ Upsert de Lead → Upsert de Lead

AI-generated

Summary

Upsert a lead in the Datacrazy system by searching for an existing lead using a specified identifier and updating it if found; otherwise, create a new lead with provided name and additional data.

Inputs

  • Buscar Por (required) — Select the field to search the lead by: WhatsApp number, E-mail, or CPF/CNPJ document.
  • Valor de Busca (required) — The value used to search the lead based on the selected search field (phone number, email, or document).
  • Nome do Lead (para criação) (required) — Name to assign to the lead if it does not exist and is being created.
  • Dados Adicionais (JSON) — Additional fields in JSON format to include when creating the lead, e.g., {"email":"x@x.com","company":"ACME"}.

Output shape

a single JSON object representing the upserted lead, including its fields as returned by the Datacrazy API

The operation first attempts to find a lead matching the search criteria. If found, it updates the lead with any additional provided data. If not found, it creates a new lead using the provided name and additional data. The exact returned structure depends on the Datacrazy API response.

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