create_form_submission
Manually create a form submission to backfill offline leads into CallRail. Use when lead comes from non-tracked channels like paper forms or in-person, to ensure proper attribution and lead-status workflow.
Instructions
Manually create a form submission (e.g. backfill an offline lead).
Useful when you receive a lead through a non-CallRail-tracked channel (paper form, in-person, etc.) and want it visible in CallRail with proper attribution + lead-status workflow.
Args:
company_id: 'COM...' id. Required.
referrer / referring_url / landing_page_url: All three required
(CallRail enforces "either session_id or all 3 of these").
Use the original web context if known, or "(direct)" /
"https://offline" placeholders for in-person leads.
form_url: URL of the form page if applicable.
form_data: Dict of form-field values (e.g.
{"name": "Kevin", "email": "k@x.com", "phone": "412-555-1234"}).
customer_phone_number / name / email: Set on the submission directly
(overrides form_data if both are set).
note, tags, value, lead_status: Standard lead-management fields.
account_id: Auto-resolves if omitted.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| tags | No | ||
| value | No | ||
| form_url | No | ||
| referrer | Yes | ||
| form_data | No | ||
| account_id | No | ||
| company_id | Yes | ||
| lead_status | No | ||
| customer_name | No | ||
| referring_url | Yes | ||
| customer_email | No | ||
| landing_page_url | Yes | ||
| customer_phone_number | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |