Actions8
Create Lead
AI-generatedOverview
This node operation creates a new lead in the BimeBazar CRM system. It is useful for automating the process of adding potential customer leads with detailed information such as name, phone number, panel number, customer and team IDs, segment and expert IDs, priority, registration date, source, status, metadata, reminder date, and tags. This operation is beneficial in scenarios where businesses want to streamline lead management and ensure all relevant lead data is captured automatically from various sources or workflows.
Use Case Examples
- Automatically create a lead when a new contact form is submitted on a website.
- Add leads from marketing campaigns into the CRM with detailed segmentation and tagging for targeted follow-up.
Properties
| Name | Meaning |
|---|---|
| Name | The name of the lead (required) |
| Phone | The phone number of the lead (required) |
| Panel Number | The panel number of the lead (required) |
| Customer ID | The ID of the customer associated with the lead |
| Team ID | The ID of the team associated with the lead |
| Current Segment ID | The ID of the current segment the lead belongs to |
| Expert ID | The ID of the expert assigned to the lead |
| Priority | The priority level of the lead |
| Register At | Registration date/time for the lead |
| Skip Duplicate Check | Whether to skip duplicate lead detection when creating the lead |
| Source ID | The ID of the source from which the lead originated |
| Status ID | The ID of the status of the lead |
| Sub Status ID | The ID of the sub status of the lead |
| Metadata | Additional metadata for the lead in JSON format |
| Remind At | The reminder date/time for the lead |
| Tags | Array of tag IDs associated with the lead |
| Customer Tags | Array of tag IDs associated with the customer |
Output
JSON
success- Indicates if the lead creation was successfuloperation- The operation performed, here it is 'createLead'lead- The created lead object returned from the CRM API
Dependencies
- Requires API credentials for BimeBazar CRM (an API key credential) to authenticate requests.
Troubleshooting
- Common issues include invalid or missing required fields such as name, phone, or panel number, which will cause the API to reject the request.
- API authentication errors due to invalid or expired API tokens. Ensure the API credentials are correctly configured and valid.
- HTTP 422 errors indicate validation issues; the error message will specify which fields are problematic.
- Network or connectivity issues can cause request failures; verify network access to the CRM API endpoint.