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Overview

This node integrates with the BimeBazar CRM system to manage leads. Specifically, the "Create Lead" operation allows users to create a new lead record in the CRM by providing various details such as name, phone number, customer association, team assignment, and other metadata.

This node is beneficial in scenarios where automated workflows need to add new potential customers or contacts into the CRM system based on external triggers or data sources. For example, when a new contact form is submitted on a website, this node can automatically create a corresponding lead in the CRM for sales follow-up.

Properties

Name Meaning
Name The full name of the lead to be created (required).
Phone The phone number of the lead (required).
Customer ID Numeric ID representing the associated customer (optional).
Team ID Numeric ID of the team responsible for the lead (optional).
Current Segment ID Numeric ID of the current segment the lead belongs to (optional).
Expert ID Numeric ID of the expert assigned to the lead (optional).
Source ID Numeric ID indicating the source from which the lead originated (optional).
Status ID Numeric ID representing the status of the lead (optional).
Sub Status ID Numeric ID representing a more detailed sub-status of the lead (optional).
Metadata Additional JSON-formatted metadata related to the lead (optional).
Remind At Date/time string specifying a reminder date for the lead (optional).
Tags Collection of numeric tag IDs to assign to the lead; multiple tags can be added (optional).
Customer Tags Collection of numeric tag IDs to assign to the associated customer; multiple tags allowed (optional).

Output

The output is an array containing one object per input item processed. Each object has a json field with the following structure for the "Create Lead" operation:

{
  "success": true,
  "operation": "createLead",
  "lead": {
    // The full response object returned by the CRM API representing the newly created lead
  }
}
  • success: Boolean indicating if the creation was successful.
  • operation: The operation performed ("createLead").
  • lead: The detailed lead object as returned by the CRM API after creation.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the BimeBazar CRM API.
  • The node makes HTTP POST requests to the CRM's REST API endpoints.
  • The base URL and API token must be configured in the node credentials.
  • Proper network access to the CRM API endpoint is necessary.

Troubleshooting

  • Common issues:

    • Missing required fields like "Name" or "Phone" will cause the API request to fail.
    • Invalid or expired API tokens will result in authentication errors.
    • Providing invalid IDs (e.g., non-existent customer or team IDs) may cause the API to reject the request.
    • Improperly formatted JSON in the "Metadata" field can cause parsing errors.

  • Error messages:

    • Authentication failures typically return 401 Unauthorized errors; verify API token validity.
    • Validation errors from the API will include messages about missing or invalid parameters; ensure all required fields are correctly set.
    • Network errors indicate connectivity issues; check firewall and internet access.

  • To handle errors gracefully, enable the node's "Continue On Fail" option to allow workflow execution to proceed despite individual item failures.

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