create_deal
Create a new deal from a lead's email to track opportunities in the pipeline. Use when a conversation turns into a real opportunity, and first list existing deals to avoid duplicates.
Instructions
Open a new deal against a lead's email address.
Use it when a conversation turns into a real opportunity worth tracking. Each call creates a NEW deal — it does not check for an existing one on the same email, so list_deals first if you might be duplicating. To change a deal that exists, use update_deal.
Requires an API key. value is in MINOR CURRENCY UNITS — 2500 means $25.00, not $2500 — and defaults to 0 with currency USD. Returns the created deal, which enters the pipeline at the first stage.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Deal notes (max 5000 chars) | |
| value | No | Deal value in minor currency units (default 0) | |
| currency | No | ISO 4217 currency code (default USD) | |
| leadName | No | Lead's display name | |
| contactId | No | UUID of associated contact | |
| leadEmail | Yes | Lead's email address | |
| campaignId | No | UUID of associated campaign | |
| conversationId | No | UUID of associated conversation |