Create a lead
insightly_create_leadCreate a lead (last_name is required). Insightly's schema also marks lead_status_id and lead_source_id as required — get valid ids from insightly_list_lead_statuses / insightly_list_lead_sources. Insightly: POST /Leads.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Email address. | ||
| phone | No | ||
| title | No | Job title. | |
| mobile | No | ||
| website | No | ||
| industry | No | ||
| last_name | Yes | Last name (required). | |
| first_name | No | ||
| salutation | No | ||
| lead_rating | No | Rating, e.g. 1-5. | |
| address_city | No | ||
| address_state | No | ||
| custom_fields | No | Custom field values to set. | |
| owner_user_id | No | ||
| address_street | No | ||
| employee_count | No | ||
| lead_source_id | No | Source id — see insightly_list_lead_sources. | |
| lead_status_id | No | Status id — see insightly_list_lead_statuses. | |
| address_country | No | ||
| email_opted_out | No | ||
| address_postcode | No | ||
| lead_description | No | Description / notes on the lead. | |
| organisation_name | No | Company name (free text — leads are not linked to organisations). | |
| responsible_user_id | No |