Create Zoho CRM Lead

What the model is told

Create a new lead in Zoho CRM. Get an access token first if you do not have one. Confirm the name, email address and phone number with the customer before creating it. Returns the new lead's ID. Tell the customer their details have been passed to the team.

Request

Headers

• AuthorizationZoho-oauthtoken {{accessToken}}
• Content-Typeapplication/json

Body

{
  "data": [
    {
      "First_Name": "{{firstName}}",
      "Last_Name": "{{lastName}}",
      "Email": "{{email}}",
      "Phone": "{{phone}}"
    }
  ]
}

Parameters

• firstName stringThe customer's first name.
• lastName stringThe customer's last name.
• email stringThe customer's email address.
• phone stringThe customer's phone number in international format.
• accessToken stringThe access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "1012718d-ea7a-460e-8048-5bfc8519e17e",
    "type": "HTTP_REQUEST",
    "label": "Create Zoho CRM Lead",
    "name": "create_zoho_crm_lead",
    "customName": false,
    "description": "Create a new lead in Zoho CRM. Get an access token first if you do not have one. Confirm the name, email address and phone number with the customer before creating it. Returns the new lead's ID. Tell the customer their details have been passed to the team.",
    "parameters": [
      {
        "name": "firstName",
        "type": "string",
        "description": "The customer's first name."
      },
      {
        "name": "lastName",
        "type": "string",
        "description": "The customer's last name."
      },
      {
        "name": "email",
        "type": "string",
        "description": "The customer's email address."
      },
      {
        "name": "phone",
        "type": "string",
        "description": "The customer's phone number in international format."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_ZOHO_API_DOMAIN/crm/v8/Leads"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Zoho-oauthtoken {{accessToken}}"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"data\": [\n    {\n      \"First_Name\": \"{{firstName}}\",\n      \"Last_Name\": \"{{lastName}}\",\n      \"Email\": \"{{email}}\",\n      \"Phone\": \"{{phone}}\"\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.