Zen Planner: Create prospect
zen-planner_create_prospectZen Planner: Add a lead with contact details and source. Adds one prospect and returns its person_id. If your studio has lead follow-up workflows set up in Zen Planner, a new prospect can start them. 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 address. | ||
| phone | No | Phone number. | |
| source | No | Lead source, e.g. Open house. | |
| last_name | Yes | Last name. | |
| first_name | Yes | First name. |