Actions74
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Lead → Create
AI-generatedSummary
Creates a new lead in Rise CRM using the specified company name and additional details.
Inputs
- company_name (required) — The name of the company associated with the lead.
- address — Street address for the lead.
- city — City for the lead.
- state — State for the lead.
- zip — ZIP code for the lead.
- country — Country for the lead.
- phone — Phone number for the lead.
- website — Website URL for the lead.
- is_lead — Boolean flag to indicate if this is a lead (defaults to false).
- currency — Currency code for the lead.
- currency_symbol — Currency symbol for the lead.
- owner_id — User ID or name of the lead owner. Can be selected from a list or specified via an expression.
- lead_status_id — Lead status ID or name. Can be selected from a list or specified via an expression.
- lead_source_id — Lead source ID or name. Can be selected from a list or specified via an expression.
Output shape
A list of items containing the created lead object(s) as JSON.
The operation returns the created lead data from the API. The data structure matches the source property 'client' (see RiseCrm.node.js lines 372-373).
Examples
Example 1: Create a basic lead with company name and owner.
Set company_name to 'Acme Corp', select a user from the owner_id dropdown.
Example 2: Create a lead with full address details.
Fill company_name, address, city, state, zip, and country in the Additional Fields collection.