add-record-to-list
Add companies or people to CRM lists like sales pipelines and lead lists to organize customer data and track business relationships.
Instructions
Add a company or person to a CRM list (sales pipeline, lead list, etc.)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| initialValues | No | Initial values for the list entry (e.g., {"stage": "Prospect"}) | |
| listId | Yes | ID of the list to add the record to | |
| objectType | Yes | Type of record (e.g., "companies", "people") | |
| recordId | Yes | ID of the record to add to the list |
Input Schema (JSON Schema)
{
"properties": {
"initialValues": {
"description": "Initial values for the list entry (e.g., {\"stage\": \"Prospect\"})",
"type": "object"
},
"listId": {
"description": "ID of the list to add the record to",
"type": "string"
},
"objectType": {
"description": "Type of record (e.g., \"companies\", \"people\")",
"enum": [
"companies",
"people"
],
"type": "string"
},
"recordId": {
"description": "ID of the record to add to the list",
"type": "string"
}
},
"required": [
"listId",
"recordId",
"objectType"
],
"type": "object"
}