Add lead
The Pipedrive Add Lead tool seamlessly integrates with Pipedrive CRM to enable users to create new leads efficiently. It supports detailed lead information, linking to people or organizations, and customizable lead properties to boost sales pipeline management.
Features
- Create new leads directly in Pipedrive with minimal input.
- Link leads to existing persons or organizations for organized tracking.
- Assign ownership of leads to specific users to streamline responsibility.
- Add custom labels and notes to leads for better categorization and context.
- Set lead visibility and expected close dates to manage sales workflows effectively.
Benefits
- Enhances sales team productivity by automating lead creation.
- Improves CRM data accuracy and lead organization.
- Facilitates targeted follow-ups through detailed lead association.
- Supports better forecasting by including expected close dates and values.
- Ensures secure and controlled lead visibility tailored to team needs.
Description
Create a new lead in Pipedrive. See the documentation
IMPORTANT: The arguments have specific formats. Please follow the instructions below:
- leadLabelIds: Return JSON in this format: string[]
Parameters
10 parameters
| Name | Type | Description |
|---|---|---|
| titlerequired | string | The name of the lead |
| personId | integer | The ID of a person which this lead will be linked to. If the person does not exist yet, it needs to be created first. This property is required unless organization_id is specified. |
| organizationId | integer | The ID of an organization which this lead will be linked to. If the organization does not exist yet, it needs to be created first. This property is required unless person_id is specified. |
| ownerId | integer | The ID of the user which will be the owner of the created lead. If not provided, the user making the request will be used. |
| leadLabelIds | string[] | The IDs of the lead labels to associate with the lead |
| value | object | Potential value of the lead, e.g. |
| expectedCloseDate | string | The date of when the deal which will be created from the lead is expected to be closed. In ISO 8601 format: YYYY-MM-DD. |
| visibleTo | enum | The visibility of the lead. If omitted, the visibility will be set to the default visibility setting of this item type for the authorized user. Read more about visibility groups here. |
| wasSeen | boolean | A flag indicating whether the lead was seen by someone in the Pipedrive UI |
| note | string | A note to add to the lead |
