This tutorial explains how you can create a Lead, an entity type, in the Pipeliner CRM. This entity refers to a cold, unqualified enquiry not yet qualified to be a part of your actual Pipeline or Sales Funnel. To know more about the Lead entity, refer to the article – Understanding Pipelines, Leads, Opportunities and Activities.
You can create a new lead using the Leads.create endpoint. However, before you can use this endpoint, you must have the following details.
To learn more about how to obtain the Service URL and Space ID details, see the tutorial.
There are various parameters that you can pass as the payload to create a new lead. However, name, and unit_id are mandatory parameters. Click here to know more about the other parameters that you can add as the payload to the HTTP request for creating a lead.
Required. Name of the entity and its default text representation.
Required. Relation to a single entity instance.
Note: Using the POSTMAN tool you can run the SalesUnits.list endpoint request to fetch the unit_id for the corresponding space_id in which you want to create the new lead.