Create Lead
Use the Create Lead action to create a lead in the Salesforce account.
Complete the following steps to use the Create Lead action in your workflow:
1. Drag the Create Lead action under Salesforce to the canvas, place the pointer on the action, and then click or double-click the action. The Create Lead window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. Provide the First Name and Last Name of the lead.
7. Provide the Company Name with which the lead is associated.
8. Click Show additional fields.
9. In the Lead Status list, select the status of the lead.
10. In the Title field, provide the designation of the lead.
11. In the Industry list, select the industry with which the lead is associated.
12. In the Annual Revenue field, provide the annual revenue of the company where the lead works.
13. Provide the Phone Number, Mobile Number, Fax Number, Email ID, and Website of the lead.
14. Provide the Street, City, State/Province, Country, and Zip/Postal Code of the lead.
15. In the Description field, provide any additional details about the lead.
16. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form
Under the Additional Fields section, click Add, and do the following:
a. In the Field Name field, provide the name of the Lead entity UI field that you want to add. The field name should be similar to the field name specified in the API documentation.
b. In the Value field, provide the value for the specified field.
Click Add to add multiple field name-value pairs. Click to delete any field name-value pair that you added.
If you chose Assign JSON
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format.
17. Click Done.
Output schema
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