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 |