Create a lead

Updated:

POST/crm/{connection_id}/lead

Creates a CrmLead. Provide the unified CrmLead fields in the request body; they are mapped to the provider's API. Returns the created CrmLead.

Parameters

fieldsstring array
Fields to return
rawstring
Raw parameters to include in the 3rd-party request. Encoded as a URL component. eg. raw parameters: foo=bar&zoo=bar -> raw=foo%3Dbar%26zoo%3Dbar
connection_idstring required
ID of the connection

Payload

idstring
created_atdate-time
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
updated_atdate-time
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
namestring
The lead's full name
first_namestring
last_namestring
user_idstring
(reference to HrisEmployee)
creator_user_idstring
(reference to HrisEmployee)
contact_idstring
(reference to CrmContact)
company_idstring
(reference to CrmCompany)
company_namestring
The name of the company the lead works for
is_activeboolean
addressobject
emails array
telephones array
sourcestring
statusstring
titlestring
The job title of the lead
link_urlsstring array
metadata array
Custom field values. Include only existing custom fields and only the ones being set; omit to leave them unchanged.

Returns

Response fieldTypeRequiredDescription
idstringNo
created_atstring (date-time)No(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
updated_atstring (date-time)No(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
namestringNoThe lead's full name
first_namestringNo
last_namestringNo
user_idstringNo(reference to HrisEmployee)
creator_user_idstringNo(reference to HrisEmployee)
contact_idstringNo(reference to CrmContact)
company_idstringNo(reference to CrmCompany)
company_namestringNoThe name of the company the lead works for
is_activebooleanNo
addressobjectNo
address.address1stringNo
address.address2stringNo
address.citystringNo
address.regionstringNo
address.region_codestringNo
address.postal_codestringNo
address.countrystringNo
address.country_codestringNoISO 2-digit country code
emailsCrmEmail[]No
emails[].emailstringNo
emails[].typeenumNoValues: WORK, HOME, OTHER
telephonesCrmTelephone[]No
telephones[].telephonestringYes
telephones[].typeenumNoValues: WORK, HOME, OTHER, FAX, MOBILE
sourcestringNo
statusstringNo
titlestringNoThe job title of the lead
link_urlsstring[]No
metadataCrmMetadata[]NoCustom field values. Include only existing custom fields and only the ones being set; omit to leave them unchanged.
metadata[].idstringNoThe ID of the custom field definition (from the metadata/metadata endpoint).
metadata[].slugstringNoThe integration's API name of an existing custom field (e.g. Region__c in Salesforce). List valid slugs for this object with the metadata/metadata endpoint; unknown slugs are rejected by the integration.
metadata[].valueobjectNoThe field's value, typed by format: DATE as ISO-8601 (YYYY-MM-DD, or YYYY-MM-DDTHH:MM:SSZ for date-times); NUMBER, PRICE and CURRENCY as a number; BOOLEAN and YES_NO as true/false; MULTIPLE_SELECT as an array of option values; otherwise a string.
metadata[].namespacestringNo
metadata[].formatenumNoThe data type of the custom field, which determines how value is formatted. Values: TEXT, NUMBER, DATE, BOOLEAN, FILE, TEXTAREA, SINGLE_SELECT, MULTIPLE_SELECT, MEASUREMENT, PRICE, YES_NO, CURRENCY, URL
metadata[].extra_dataobjectNo

Errors

Errors return the HTTP status code and a JSON body with statusCode, error (the short label) and message (a human-readable detail).

{
  "statusCode": 429,
  "error": "Too Many Requests",
  "message": "Too many requests to unified.to API; max requests per minute: N"
}
StatusErrorMeaning
400Bad RequestThe request was malformed or failed validation.
401UnauthorizedThe connection is likely broken; re-authorize it.
403ForbiddenThe connection is missing permissions or scopes.
404Not FoundThe requested resource does not exist.
429Too Many RequestsRate limit exceeded (see the two sources below).
500Internal Server ErrorAn unexpected error occurred.
501Not ImplementedNot supported by this integration.

Errors from the underlying integration pass through: the integration's status comes back as ours (429, 401, 403, 404 or 5xx), usually with its message. When the integration's error body is unclear, Unified extracts what it can and returns a clearer message.

429 Too Many Requests

A 429 has two possible sources:

  • The integration's own rate limit, passed through.
  • Unified's workspace limit: a rolling 60 seconds, set by plan, with the message Too many requests to unified.to API; max requests per minute: N.
const options = {
  method: 'POST',
  url: 'https://api.unified.to/crm/5de520f96e439b002043d8dc/lead',
  headers: {
    authorization: 'bearer .....'
  },
  data: undefined,
  params: {
    fields: '',
    raw: '',
  }
};

const results = await axios.request(options);
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