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Datacrazy Automações

Utilitários de automação para fluxos com o Datacrazy CRM

Actions22

⚡ Verificar se Lead Existe → Verificar se Lead Existe

AI-generated

Summary

Check if a lead exists in Datacrazy by searching using one of several identification methods such as WhatsApp number, a custom field value, lead name, email, CPF/CNPJ, or Instagram username.

Inputs

  • searchType (required) — The type of identifier to search by, selected from options including WhatsApp number, custom field, lead name (case-insensitive substring match), email (exact match), CPF/CNPJ, or Instagram username.
  • phoneNumber (required) — WhatsApp number of the lead to search, digits only (e.g., 5511999999999). Required if searchType is 'whatsapp'.
  • customFieldName (required) — The custom field used for searching when searchType is 'customField', selectable by list or slug.
  • customFieldValue (required) — Exact value to search in the specified custom field when searchType is 'customField'.
  • leadName (required) — Name or part of the lead's name to search for, case-insensitive substring match. Required if searchType is 'name'.
  • leadEmail (required) — Exact email address to search for. Required if searchType is 'email'.
  • leadDocument (required) — CPF or CNPJ of the lead, digits only or formatted. Required if searchType is 'document'.
  • leadInstagram (required) — Instagram username of the lead, with or without '@'. Required if searchType is 'instagram'.

Output shape

a single object indicating whether a matching lead was found, with lead details if applicable

Performs a search based on the selected method and returns the lead if found. The search includes exact matches for most fields except the lead name which uses a case-insensitive containment check.

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