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Overview

This node integrates with the Cloodo CRM system to create new leads. It allows users to input essential lead information such as email, name, and follow-up status, along with additional optional details like lead value, phone number, priority, status, assigned agents, source, category, and notes. This node is beneficial for automating lead management workflows, syncing lead data from other systems, or bulk-creating leads based on external triggers.

Practical examples:

  • Automatically creating a lead in Cloodo CRM when a new contact fills out a web form.
  • Importing leads from a marketing campaign into Cloodo CRM with detailed metadata.
  • Assigning leads to specific sales agents programmatically based on predefined rules.

Properties

Name Meaning
Email The email address of the lead (e.g., "name@email.com").
Name The full name of the lead.
Next Follow Up Whether there is a next follow-up scheduled; options are "Yes" or "No".
Additional Fields A collection of optional fields to provide more lead details:
- Lead Value Numeric value representing the potential worth of the lead.
- Phone Number Numeric phone number of the lead.
- Column Priority JSON object specifying the priority column for the lead.
- Status Numeric ID representing the lead's current status.
- Choose Agents JSON array/object specifying one or more agents assigned to the lead (required).
- Lead Source Numeric ID indicating the source from which the lead originated.
- Lead Category Numeric ID categorizing the lead.
- Note Text description or note about the lead.

Output

The node outputs JSON data representing the created lead record as returned by the Cloodo CRM API. This typically includes all submitted fields along with any additional metadata or identifiers assigned by the system upon creation.

If the node supports binary data output (not indicated here), it would represent attachments or files related to the lead, but this is not evident from the provided code.

Dependencies

  • Requires an active connection to the Cloodo CRM API endpoint at https://erp-amz.cloodo.com/v4/.
  • Needs an API authentication token or key configured in n8n credentials to authorize requests.
  • The node depends on the Cloodo CRM service being available and responsive.

Troubleshooting

  • Common issues:

    • Missing required fields such as "Choose Agents" may cause the API to reject the request.
    • Invalid numeric values or improperly formatted JSON in additional fields can lead to errors.
    • Network connectivity problems or incorrect API credentials will prevent successful lead creation.

  • Error messages:

    • Authentication failures usually indicate invalid or missing API keys; verify credential setup.
    • Validation errors from the API often specify which field is incorrect or missing; review input data accordingly.
    • Timeout or connection errors suggest network issues or API downtime; retry later or check connectivity.

Links and References

Discussion