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LLW CRM

Interact with LLW CRM API (Concord CRM)

Deal → Lead-Contact

AI-generated

Summary

Create a new lead contact as a deal in LLW CRM by providing the lead's first name, last name, email, phone numbers, and associated lead details such as pipeline, stage, company, products, and assignment options.

Inputs

  • name (required) — The first name of the lead
  • last_name (required) — The last name of the lead
  • email (required) — The email address of the lead
  • phones — One or more phone numbers for the lead, each with a type (mobile, work, home, other) and number
  • source_campaign — The source campaign
  • contact_source_id — The source of the lead
  • user_id — The user responsible for this lead; ignored if Auto Assign is enabled
  • auto_assign — Enable automatic round-robin assignment of owner, ignoring the Owner field
  • state — The state or region of the lead
  • pipeline_id (required) — The pipeline for this lead
  • city — The city of the lead
  • stage_id (required) — The lead stage within the specified pipeline
  • company — The company name associated with the lead
  • cf_productname — The products associated with the lead (multiple selections allowed)

Output shape

a single record

Returns the created deal object representing the lead contact. If Auto Assign is enabled, the lead owner is assigned automatically using a round-robin approach. The owner may also be pre-set via incoming data with a 'userId' property.

Examples

Example 1: Create a lead contact deal with specified lead details and pipeline assignment

First Name, Last Name, Email, Pipeline ID, Stage ID are required fields; optionally provide phones, company, products, and owner or enable Auto Assign to assign the owner automatically.

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