CloseClose / Update or Create Lead

appKey: close
actionKey: update-or-create-lead

Action Inputs

The following parameters are available when configuring this action:
filter
Search condition
The filter to search a lead by. One of: 
- namePartial
- urlPartial
- phonePartial
- emailPartial
- nameExact
- urlExact
- phoneExact
- emailExact
string
filterValue
Search value
The value to filter by.
string
contactEmail
Contact office email
The email of the contact which the Lead is associated with.
string | undefined
contactName
Name
The name of the contact which the Lead is associated with.
string | undefined
contactPhone
Phone
The phone of the contact which the Lead is associated with.
string | undefined
contactTitle
Title
The title of the contact which the Lead is associated with.
string | undefined
contactUrl
URL
The URL of the contact which the Lead is associated with.
string | undefined
customFields
Custom Fields
The custom fields to be attached to the Lead. Note: The custom fields are dynamically loaded from a user's account.
Record<string, string | Array<string>> | undefined
description
Description
The description of the Lead.
string | undefined
name
Company Name
The name of the Lead.
string | undefined
note
Note
The content of the note attached directly to the Lead.
string | undefined
opportunityConfidence
Opportunity Confidence
The confidence of the opportunity in percentage format without the % sign. E.g., 75 for 75%.
string | undefined
opportunityNote
Opportunity Note
The content of the note when attaching an opportunity.
string | undefined
opportunityValue
Opportunity Value
The value of the opportunity.
string | undefined
status
Status
The status of the Lead. Note: The dropdown values are populated from a user's organization settings.
string | undefined
url
Company Website
The URL of the Lead, typically a company website.
string | undefined