Create Lead

AutomatR.Zoho.Activities.CreateLead

The "Create Lead" activity in AutomatR is part of the Zoho Leads package, facilitating the creation of a new lead in the Zoho CRM system. This activity streamlines the process of populating lead information within Zoho CRM, enhancing automation workflows.

Properties

Name	Description
Input
Company	Enter the company name. String variables containing the company name.
Delay	Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity.
Email	Enter the email address. String variables containing the email address.
Email Opt Out	Enter the email opt-out. Boolean variable indicating whether the email should be opted out.
First Name	Enter the first name. String variables containing the first name.
Last Name	Enter the last name. String variables containing the last name.
Lead Owner	Enter the user ID for the lead owner. String variables containing the user ID.
Misc
Display Name	Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name.
Optional
Annual Revenue	Enter the annual revenue. Double variables containing the annual revenue.
City	Enter the city. String variables containing the city.
Country	Enter the country. String variables containing the country.
Description	Enter the description. String variables containing the description.
FAX	Enter the fax number. String variables containing the fax number.
Industry	Select the industry. Enumeration variable (e.g., AutomatR.ZohoLeads.Enum.Industry).
Lead Source	Select the lead source. Enumeration variable (e.g., AutomatR.ZohoLeads.Enum.LeadSource).
Lead Status	Select the lead status. Enumeration variable (e.g., AutomatR.ZohoLeads.Enum.LeadStatus).
No Of Employees	Enter the number of employees. String variables containing the number of employees.
Phone	Enter the phone number. String variables containing the phone number.
Rating	Select the rating. Enumeration variable (e.g., AutomatR.ZohoLeads.Enum.Rating).
Salutation	Select the salutation. Enumeration variable (e.g., AutomatR.ZohoLeads.Enum.Salunation).
Secondary Email	Enter the secondary email. String variables containing the secondary email.
Skype ID	Enter the Skype ID. String variables containing the Skype ID.
State	Enter the state. String variables containing the state.
Street	Enter the street. String variables containing the street.
Title	Enter the title or designation. String variables containing the title.
Twitter	Enter the Twitter account. String variables containing the Twitter account.
Website	Enter the website. String variables containing the website.
Zip Code	Enter the ZIP code. String variables containing the ZIP code.
Delay	Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity.
Output
Result	Outputs the lead ID. String variable to store the ID of the created lead.

How to use:

1. Drag and drop the "Create Lead" activity onto the workflow.
2. Configure the required input properties like Company, Email, First Name, and Last Name.
3. Optionally, configure additional properties based on your use case.
4. Execute the workflow to create a new lead in the Zoho CRM system.

Example: Consider an example where the "Create Lead" activity is used to create a new lead with the following details:

Create Lead:
  Company: "ABC Corp"
  Email: "john.doe@example.com"
  First Name: "John"
  Last Name: "Doe"
  Lead Owner: "user123"
  Result: leadID

In this example, the activity creates a new lead with the specified details, and the lead ID is stored in the variable "leadID" for further use in the workflow.