LeadTable

Integration with LeadTable API (powered by agentur-systeme.de)

Actions14

Overview

This node integrates with the LeadTable API to manage leads within a customer-campaign context. Specifically, the Lead - Create operation allows users to create new leads associated with a selected customer and campaign. This is useful in scenarios where businesses want to automate lead generation workflows by programmatically adding leads into their CRM or marketing systems.

Practical examples include:

  • Automatically creating leads from form submissions or external data sources.
  • Adding leads to specific marketing campaigns for targeted follow-up.
  • Integrating lead creation as part of a larger sales automation pipeline.

Properties

Name Meaning
Customer Name or ID Select or specify the customer under whom the new lead will be created. Options are dynamically loaded from existing customers.
Campaign Name or ID Select or specify the campaign associated with the lead. Options depend on the chosen customer and are dynamically loaded.
Lead Data A collection of key-value pairs representing custom fields and values for the lead. Users can add multiple fields to define lead details.

Output

The node outputs JSON data representing the response from the LeadTable API after creating the lead. The structure typically includes details about the newly created lead such as its ID, associated campaign, and any other metadata returned by the API.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential and email configured for authenticating with the LeadTable API.
  • The node makes HTTP requests to the LeadTable API endpoint (default: https://api.lead-table.com/api/v3/external).
  • Dynamic loading of customers and campaigns depends on successful API authentication and availability of these resources in the connected account.

Troubleshooting

  • Authentication errors: If you receive errors related to authentication (e.g., 403 status), verify that your API key and email credentials are correct and have sufficient permissions.
  • Empty customer or campaign lists: Ensure that the connected account has customers and campaigns set up; otherwise, the dropdowns for selection will be empty or show error messages.
  • Invalid campaign selection: Selecting placeholder options like "Please Select a Customer First" or "No Campaigns Found for This Customer" will cause the node to throw an error prompting to select valid entries.
  • API request failures: Network issues or incorrect API endpoint configuration can cause request failures. Check connectivity and credential settings.
  • Data format issues: Ensure that the lead data keys and values are correctly formatted strings; invalid data may cause the API to reject the request.

Links and References

Discussion