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PerfexCRM

Interact with PerfexCRM API

Actions181

Lead → Create

AI-generated

Summary

Create a new lead in PerfexCRM with a required name and optional additional fields such as title, email, phone, company, status, source, assignment, location, website, lead value, and custom fields.

Inputs

  • Name (required) — The name of the lead to create.
  • Additional Fields — Optional additional properties for the lead including title, email, phone number, company, description, status ID, source ID, assigned staff ID, country, city, state, zip code, address, website URL, estimated lead value, and any custom fields identified by numeric IDs or slugs with their values.

Output shape

a single JSON object representing the created lead record returned from the PerfexCRM API

The operation returns the JSON response directly from the API containing details of the newly created lead. Email fields and numeric fields like lead_value are validated. Custom fields can be set by specifying their ID or slug and value. Errors on the API call are returned as node errors unless 'Continue On Fail' is enabled, in which case error details are included in the output.

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