Lead Type

This guide outlines various operations you can perform for managing Leads in Salesforce using the Salesforce connector. These operations enable automation and enhance your lead management processes.

1. Add Leads to Campaign Operation
   Overview
   Automatically add Leads to a specific Campaign.

Lead ID: Specify the unique identifier of the Lead (String, required).
Campaign ID: Specify the unique identifier of the Campaign (String, required).
Example JSON Payload
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{
"LeadID": "00Q1t00000XYZ123456",
"CampaignID": "7011t00000ABC123456"
}

2. Add Notes To Leads Operation
   Overview
   Add a note to an existing Lead.

Lead ID: Specify the unique identifier of the Lead (String, required).
Note: Input the content of the note (String, required).
Example JSON Payload
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{
"LeadID": "00Q1t00000XYZ123456",
"Note": "Follow up after the trade show."
}

3. Create A Lead Operation
   Overview
   Automate the creation of a new Lead in Salesforce.

First Name: The first name of the Lead (String, required).
Last Name: The last name of the Lead (String, required).
Email: The email address of the Lead (String, optional).
Phone: The phone number of the Lead (String, optional).
Example JSON Payload
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{
"FirstName": "Jane",
"LastName": "Smith",
"Email": "[email protected]",
"Phone": "123-456-7890"
}

4. Delete Lead Operation
   Overview
   Automate the deletion of an existing Lead.

Lead ID: Specify the unique identifier of the Lead to delete (String, required).
Example JSON Payload
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{
"LeadID": "00Q1t00000XYZ123456"
}

5. Get Leads Operation
   Overview
   Retrieve detailed information about a specific Lead.

Lead ID: Specify the unique identifier of the Lead (String, required).
Example JSON Payload
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{
"LeadID": "00Q1t00000XYZ123456"
}

6. Get Many Leads Operation
   Overview
   Fetch multiple Leads based on specified criteria.

Filters (Optional): Define criteria to filter Leads (Object).
Example JSON Payload
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{
"Filters": {
"Status": "Open"
}
}

7. Get Summary Of Leads Operation
   Overview
   Obtain a summary of all Leads you have access to.

User ID (Optional): Specify a User ID to filter Leads (String).
Filters (Optional): Additional filtering criteria (Object).
Example JSON Payload
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{
"UserID": "0051t000000XYZ123456",
"Filters": {
"CreatedDate": {
"gte": "2024-01-01T00:00:00Z"
}
}
}

8. Update Lead Operation
   Overview
   Modify existing attributes of a Lead.

Lead ID: Specify the unique identifier of the Lead (String, required).
Fields to Update: Specify which fields to change (Object, required).
Example JSON Payload
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{
"LeadID": "00Q1t00000XYZ123456",
"FieldsToUpdate": {
"Email": "[email protected]",
"Phone": "987-654-3210"
}
}