Create a Lead

Description

Adds a lead into the Insightly CRM.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Last name - Last name of the lead. This field supports String type input.
• First name - First name of the lead. This field supports String type input.
• Email - Email address of the lead. This field supports String type input.
• Lead source - The source from which the lead was generated. Select an option from the available drop-down list.
• Lead status - The current status of the lead. Select an option from the available drop-down list.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties

• Mobile - Mobile number of the lead. This field supports String type input.
• Address street - Street address of the lead. This field supports String type input.
• Address city - City of the lead. This field supports String type input.
• Address state - State or province of the lead. This field supports String type input.
• Address country - Country of the lead. Select the country from the available drop-down list.
• Address post code - Postal code of the lead. This field supports String type input.

Output

• Lead - The output lead object. Automatically generated output variable.
• Lead ID - The ID of the lead. Automatically generated output variable.