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Create and update leads in SyncX

Create or Update Lead

AI-generated

Summary

Creates or updates a lead in Smartsheet based on provided fields.

Inputs

  • smartListId (required) — The smartsheet list the lead belongs to. Choose from the list, or specify an ID using an expression.
  • pipelineId (required) — The pipeline for the lead. Choose from the list, or specify an ID using an expression.
  • phoneNumber (required) — Phone Number
  • firstName —
  • lastName —
  • email —
  • address —
  • notes —
  • tag —
  • stage — Pipeline stage for the lead — reloads when Pipeline changes. Choose from the list, or specify an ID using an expression.
  • appointmentDateAndTime — Format: Dec 25, 2025, 5pm
  • appointment_duration —
  • timezone —
  • location — Google Meet or Zoom link
  • teamsAssigned — Team members to assign to this lead. Choose from the list, or specify IDs using an expression.
  • mainAgentIds — Outbound agents to assign — reloads when Pipeline changes. Choose from the list, or specify IDs using an expression.
  • extraColumns — Column names reload when Smartsheet changes

Output shape

Array of objects, each containing a json field with the API response and a pairedItem field indicating the input item index

The response includes whatever the Smartsheet API returns; on success it contains the created/updated lead details; errors are propagated as node errors.

Examples

Example 1: Add a new lead from a form

Set Smartsheet list ID, Pipeline ID, fill required fields (Phone Number, First Name, Last Name, Email), optionally add address, notes, tag, stage, appointment details, assign teams and agents, and add extra Smartsheet columns.

Example 2: Update an existing lead by ID

Provide the lead's Smartsheet ID, select the same pipeline and stage, update any fields, and submit.

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