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create_lead

Add new leads to Kylas CRM with flexible field selection, allowing users to include only relevant contact information and custom data for targeted lead management.

Instructions

Create a lead in Kylas CRM with only the fields the user wants (no static field list).

You MUST call get_lead_field_instructions FIRST to get valid API names and Field IDs. Infer from user context which fields to send; include only those in field_values.

field_values: Map of field identifier to value.

  • Standard fields: use API name as key at top level (e.g. firstName, lastName, companyName, emails, phoneNumbers, leadSource, isNew).

  • Custom fields: MUST be under "customFieldValues" with internal name as key (e.g. "customFieldValues": {"cfLeadCheck": "Checked"}). Do not use field ID as key—Kylas expects internal names. If you pass a field ID (e.g. "1210985"), the server will resolve it to the internal name (e.g. cfLeadCheck) automatically.

  • For a single email use "email": "user@example.com"; for phones "phone": "5551234567" and optionally "phone_country_code": "+1".

  • For picklists use the Option ID (number) from the cheat sheet.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
field_valuesYes

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