Zoho CRM - Create lead action
The Create lead action creates a lead in Zoho CRM.
Input
| Input field | Description |
|---|---|
| Salutation | Enter the salutation. For example: Mr., Ms., Dr.. |
| First name | Enter the first name of the lead. |
| Title | Enter the job position of the lead. |
| Last name | Enter the last name of the lead. |
| Company | Enter the company name associated with the lead. |
| Lead source | Select the lead source. For example: Advertisement, Cold call, Employee referral, External referral, Onlinestore, Partner, Public relations, Sales mail alias, Seminar partner, Seminar-internal, Trade show, Web download, Web research, Chat. |
| Industry | Select the industry. For example: ASP, Data/Telecom OEM, ERP, Government/Military, Large Enterprise, ManagementISV, MSP (Management Service Provider), Network Equipment (Enterprise), Non-management ISV, Optical Networking, Service Provider, Small/Medium Enterprise, Storage Equipment, Storage Service Provider, Systems Integrator, Wireless Industry. |
| Annual revenue | Enter the annual revenue of the company where the lead is working. |
| Phone | Enter the phone number of the lead. |
| Mobile | Enter the mobile number of the lead. |
| Fax | Enter the fax number of the lead. |
| Enter the email address of the lead. | |
| Secondary email | Enter another email address of the lead. |
| Skype ID | Enter the Skype ID of the lead. |
| Enter the Twitter handle of the lead. | |
| Website | Enter the website of the lead. |
| Lead status | Select the lead status. For example: Contact in Future, Not contacted, Contacted, Junk lead, Lost lead, Pre-qualified. |
| Rating | Select the rating: Acquired, Active, Market failed, Project canceled, Shutdown. |
| Number of employees | Enter the number of employees in the lead's company. |
| Email opt out | Specify whether to opt the lead out of email communications. |
| Street | Enter the street address of the lead. |
| City | Enter the name of the city where the lead lives. |
| State | Enter the name of the state where the lead lives. |
| Zip code | Enter the postal code of the lead's address. |
| Country | Enter the name of the lead's country. |
| Description | Enter any additional details about the lead. |
Output
| Output field | Description |
|---|---|
| Lead ID | The unique identifier of the created lead. |
| Created time | The timestamp when the lead was created. |
| Modified time | The timestamp when the lead was modified. |
| Created by | The user who created the lead. |
| Modified by | The user who last modified the lead. |
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