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Actions14

Lead → Create or Update

AI-generated

Overview

This node operation allows users to create or update a lead in a system. It is useful for managing lead information such as contact details, notes, custom variables, tags, and tracking data. Common scenarios include adding new leads from form submissions or updating existing leads with new information for marketing and sales purposes.

Use Case Examples

  1. Creating a new lead with name, phone, email, and tags.
  2. Updating an existing lead's notes and custom variables.
  3. Adding tracking data to a lead for attribution and analytics.

Properties

Name Meaning
Lead Name Lead's full name, required for create or update operations.
Phone Phone number with country code prefix (+), required for create operation.
Email Lead email address, required for create operation.
Notes Additional notes or remarks about the lead.
Custom Variables Custom variables to assign to the lead, each with a slug and value.
Selectable Tags Tags already created and available in the account to categorize the lead.
Tracking Data Tracking data for attribution and analytics purposes, including user agent, IP address, and various ad platform identifiers.

Output

JSON

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

Dependencies

  • An API key credential for authentication with the external lead management service.

Troubleshooting

  • Ensure the phone number includes the plus sign (+) prefix with the country code as required, e.g., +55, +1.
  • Verify that required fields like Lead Name, Phone, and Email (for create) are provided to avoid validation errors.
  • Check network connectivity and API credentials if the node fails to communicate with the external service.
  • If tags fail to load, verify that the account has tags created and the API endpoint is accessible.

Discussion