Top Producer / Create or Update Lead

appKey: top-producer

actionKey: create-or-update-lead

Action Inputs

The following parameters are available when configuring this action:

Name

Lead's full name.

string

status

Status

Lead's status.

'new' | 'engage'

actionPlan

Action Plan

Action plan for the lead.

string | undefined

areaOfInterest

Area Of Interest

Area of interest for the lead.

string | undefined

assignedTo

Assigned To

Person assigned to this lead.

string | undefined

bathrooms

Bathrooms

Preferred number of bathrooms for the lead.

string | undefined

bedrooms

Bedrooms

Preferred number of bedrooms for the lead.

string | undefined

businessNumber

Business Number

Lead's business phone number.

string | undefined

city

City

Lead's city.

string | undefined

company

Company

Lead's company name.

string | undefined

contactType

Contact Type

Type of lead.

string | undefined

Lead's email address.

string | undefined

filter

Search by

string | undefined

filterValue

Search value

string | undefined

financingApproved

Financing Approved

Indicates if financing is approved for the lead.

boolean | undefined

findMethod

Select Lead

('filter' | 'select') | undefined

homeNumber

Home Number

Lead's home phone number.

string | undefined

houseStyle

House Style

Preferred house style for the lead.

string | undefined

interestLevel

Interest Level

Lead's level of interest.

string | undefined

leadId

Lead

string | undefined

maximumPrice

Maximum Price

Maximum price range for the lead.

string | undefined

minimumPrice

Minimum Price

Minimum price range for the lead.

string | undefined

mobileNumber

Mobile Number

Lead's mobile phone number.

string | undefined

note

Note

Additional notes about the lead.

string | undefined

primaryContactMethod

Primary Contact Method

Preferred contact method.

('mobile' | 'home' | 'business') | undefined

readyToTransact

Ready To Transact

Indicates if the lead is ready to transact.

boolean | undefined

source

Source

Source of the lead.

string | undefined

spousePartner

Spouse Partner

Name of spouse or partner.

string | undefined

squareFootage

Square Footage

Preferred square footage for the lead.

string | undefined

state

State

Lead's state / province

string | undefined

streetAddress

Street Address

Lead's street address.

string | undefined

updateExistingRecord

Update Existing Record

Select to update existing records which match incoming records - otherwise a new record is created.

If true, will update an existing record if found. If the row cannot be found a new record will be created

boolean | undefined

zip

Zip

Lead's zip / postal code.

string | undefined