Close

Action: Update or Create Lead

appKey: close
actionKey: updateOrCreateLead

Action Inputs

The following parameters are available when configuring this action:

filterrequiredstring
The filter to search a lead by. One of: 
- namePartial
- urlPartial
- phonePartial
- emailPartial
- nameExact
- urlExact
- phoneExact
- emailExact
filterValuerequiredstring
The value to filter by.
contactEmailstring
The email of the contact which the Lead is associated with.
contactNamestring
The name of the contact which the Lead is associated with.
contactPhonestring
The phone of the contact which the Lead is associated with.
contactTitlestring
The title of the contact which the Lead is associated with
contactUrlstring
The URL of the contact which the Lead is associated with.
customFieldsobject
The custom fields to be attached to the Lead. Note: The custom fields are dynamically loaded from a user's account.
descriptionstring
The description of the Lead.
namestring
The name of the Lead.
notestring
The content of the note attached directly to the Lead.
opportunityConfidencestring
The confidence of the opportunity in percentage format without the % sign. E.g., 75 for 75%.
opportunityNotestring
The content of the note when attaching an opportunity.
opportunityValuestring
The value of the opportunity.
statusstring
The status of the Lead. Note: The dropdown values are populates from a user's organization settings.
urlstring
The URL of the Lead, typically a company website.