UnoCRM

Interact with the UnoCRM API — manage leads, people, conversations, messages and activities.

Actions27

Lead → Create

AI-generated

Summary

Create a new lead in UnoCRM by specifying the associated person ID, pipeline, stage, and origin. Optionally include additional details like rating, price, user, note, campaign, and tags.

Inputs

  • Person ID (required) — The unique identifier of the person to whom this lead belongs.
  • Pipeline (required) — Select the pipeline under which the lead is to be created. You can specify it from a list or directly by ID.
  • Stage (required) — Select the stage within the chosen pipeline for the lead. This input is filtered by the selected pipeline and can be chosen from a list or specified by ID.
  • Origin (required) — Select the origin of the lead, either from a list or by entering its ID.
  • Additional Fields — Optional extra fields for the lead, including rating (1–5), price (number), assigned user, note (text), campaign, and tags (comma-separated IDs).

Output shape

a single object representing the newly created lead

On execution, the node sends a POST request to the /leads endpoint with the input data. The response data is returned as a single JSON object representing the created lead, including any fields set. Errors throw exceptions unless 'continue on fail' is enabled, in which case error messages are returned in the output.

Examples

Example 1: Create a lead for a person with ID '1234', under pipeline 'Sales Pipeline' and stage 'Initial Contact', with origin 'Website', assigning a rating of 3 and adding a note

Set 'Person ID' to '1234', choose the pipeline and stage from their respective lists, select 'Website' as origin, and set rating and note in additional fields.

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Discussion