sync_customer_to_crm
Sync customer data from Lemon Squeezy to Salesforce CRM by checking for existing leads and creating new ones with AI Agent source.
Instructions
Sync a customer to Salesforce CRM. Checks if a Lead with the email exists, and if not, creates a new Lead with source 'AI Agent'. Returns the Lead ID.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Yes | Customer email address | ||
| name | Yes | Customer name | |
| revenue | No | Optional: Customer revenue/lifetime value | |
| company | No | Optional: Company name (if not provided, uses customer name) | |
| title | No | Optional: Job title |