MarketSharp: Create lead
marketsharp_create_leadMarketSharp: New lead with contact details and an inquiry, optionally with a sales appointment. Creates a lead with an inquiry in your MarketSharp account. A first name, a last name, and an email or a phone number are required. With appointment_at set, a sales appointment is added to the Sales Calendar. Source and product values must exist in your lists. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Email or a phone number is required. | ||
| phone | No | Home or cell phone. | |
| address | No | address1, city, state, zip. | |
| last_name | Yes | Up to 50 characters. | |
| first_name | Yes | Up to 50 characters. | |
| inquiry_notes | No | Added to the inquiry notes. | |
| appointment_at | No | Book a sales appointment at this time. | |
| primary_source | No | One of your existing primary lead sources. | |
| product_interests | No | Product types from your MarketSharp list. |