Actions134
- Activity Actions
- Activity Type Actions
- Call Actions
- Call Outcome Actions
- Comment Actions
- Company Actions
- Contact Actions
- Country Actions
- Currency Actions
- Deal Actions
- Document Actions
- Document Type Actions
- Industry Actions
- Note Actions
- Pipeline Actions
- Pipeline Stage Actions
- Product Actions
- Role Actions
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- Trashed Record Actions
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Deal → Lead-Contact
AI-generatedSummary
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.