Overview

This node operation creates a new lead in the system. It is useful for scenarios where you want to add potential customer information such as name, phone, email, notes, and custom variables into a lead management or CRM system. For example, you can use this node to capture leads from a web form and automatically add them to your marketing or sales database.

Use Case Examples

1. Creating a lead with full name, phone number (including country code with plus sign), and email address.
2. Adding additional notes and custom variables to a lead for more detailed tracking.
3. Assigning selectable tags to categorize leads for targeted marketing campaigns.
4. Including tracking data such as user agent, IP address, and various advertising identifiers for attribution and analytics.

Properties

Output

JSON

• id - Unique identifier of the created lead.
• name - Full name of the created lead.
• phone - Phone number of the created lead.
• email - Email address of the created lead.
• notes - Additional notes or remarks about the lead.
• customVariables - Custom variables assigned to the lead.
• tags - Tags assigned to the lead.
• trackingData - Tracking data associated with the lead for analytics.

Dependencies

• Requires API authentication to the Notificacoes Inteligentes platform to create leads.

Troubleshooting

• Ensure the phone number includes the plus sign (+) prefix with the country code as required, e.g., +55, +1.
• Verify that all required fields (name, phone, email) are provided to avoid validation errors.
• Check API authentication credentials if the node fails to connect or create leads.
• If tags are used, ensure they exist in the account and are loaded correctly.
• Timeout or SSL issues can be configured in the request options to handle network-related errors.

Links

• Notificacoes Inteligentes API Documentation - Official API documentation for the platform used to create and manage leads.