Create Lead

Description

Add a lead in Pipedrive.

Project compatibility

Windows | Cross-platform

Configuration

Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.
Title - The title of the lead. This field supports String type input.
Organization ID - Start typing three characters of the organization name to select it from the drop-down list or enter a custom organization ID. This field supports String type input.
Person ID - Start typing three characters of the person name to select it from the drop-down list or enter a custom person ID. This field supports String type input.
Value - The potential value of the lead. This field supports Int64 type input.
Expected close date - The expected close date of the lead. Use the calendar widget to set a date. This field supports DateTimeOffset type input.
Currency - The currency associated with the financial value 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

Labels
Visible to - Select the visibility from the drop-down list: Owner & followers / Owner only, Entire company / Owner's visibility group, Owner's visibility group and sub-groups, Entire company.