create_lead
Create a CRM lead with name, contact details, and optional custom fields. Preview the lead before confirmation, or set confirm=True to create directly.
Instructions
Create a CRM lead/opportunity (crm.lead). Preview unless confirm=True.
Use extra_values to set fields this helper doesn't model, including custom mandatory fields (e.g. {"presales_id": 5}).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| No | |||
| phone | No | ||
| confirm | No | ||
| description | No | ||
| contact_name | No | ||
| extra_values | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |