lead/create

Create a new Lead record in Salesforce CRM.

When to Use

Create a lead from a website contact form submission via a webhook trigger.
Import leads from a marketing campaign list into Salesforce for follow-up.
Auto-create a lead when a business card is scanned by a mobile app.
Sync inbound leads from a LinkedIn Lead Gen Form into Salesforce immediately.
Create a lead record when a user registers for a webinar or event.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL, e.g. `https://myorg.my.salesforce.com`
`AccessToken`	string	required	Valid OAuth2 access token. Store in BizFirst Credentials Manager.

Operation Fields

Field	Type	Required	Description
`LastName`	string	required*	Lead's last name. At least one of `LastName` or `Company` must be provided.
`Company`	string	required*	Company name. At least one of `LastName` or `Company` must be provided.
`FirstName`	string	optional	Lead's first name.
`Email`	string	optional	Lead's email address.
`Phone`	string	optional	Primary phone number.
`Title`	string	optional	Job title of the lead.
`Street`	string	optional	Street address.
`City`	string	optional	City.
`State`	string	optional	State or province.
`PostalCode`	string	optional	Postal or ZIP code.
`Country`	string	optional	Country.
`Website`	string	optional	Lead's company website URL.
`LeadSource`	string	optional	Source of the lead, e.g. `Web`, `Phone Inquiry`, `Partner Referral`.
`Status`	string	optional	Lead status picklist value, e.g. `Open - Not Contacted`.
`Rating`	string	optional	Lead rating, e.g. `Hot`, `Warm`, `Cold`.
`Industry`	string	optional	Industry classification.
`NumberOfEmployees`	int	optional	Number of employees at the lead's company.
`AnnualRevenue`	decimal	optional	Estimated annual revenue of the company.
`Description`	string	optional	Free-text description or notes about the lead.

Sample Configuration

{
  "Resource": "lead",
  "Operation": "create",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "FirstName": "Jane",
  "LastName": "Doe",
  "Company": "Acme Corp",
  "Email": "jane.doe@acme.com",
  "Phone": "+1-555-0100",
  "Title": "VP of Engineering",
  "LeadSource": "Web",
  "Status": "Open - Not Contacted",
  "Industry": "Technology",
  "NumberOfEmployees": 500,
  "Website": "https://acme.com",
  "Description": "Inbound lead from product demo request form"
}

Validation Errors

Error Code	Condition
`CFG_INVALID`	Node settings could not be resolved.
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing or empty.
`CFG_MISSING_TOKEN`	`AccessToken` is missing or empty.
`VAL_MISSING_FIELD`	Neither `LastName` nor `Company` was provided.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`leadId`	string	The 18-character Salesforce ID of the newly created Lead.
`createdAt`	string	ISO 8601 timestamp of when the lead was created.
`status`	string	Always `created` on success.
`resource`	string	Always `lead`.
`operation`	string	Always `create`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable description of the error.
`resource`	string	Always `lead`.
`operation`	string	Always `create`.

Sample Output

{
  "leadId": "00Q5g000003aXyzEAE",
  "createdAt": "2026-05-26T10:14:32.000Z",
  "status": "created",
  "resource": "lead",
  "operation": "create"
}

Expression Reference

Expression	Description
`{{nodes.CreateLead.leadId}}`	The Salesforce Lead ID of the created lead.
`{{nodes.CreateLead.createdAt}}`	Creation timestamp.
`{{nodes.CreateLead.status}}`	Operation status (`created`).
`{{nodes.CreateLead.errorCode}}`	Error code from the error port.
`{{nodes.CreateLead.message}}`	Error message from the error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager, not as plain text in configuration.
Token expiry	Access tokens expire. Configure automatic refresh via a Salesforce Connected App.
Duplicate prevention	Salesforce duplicate rules may block creation if the email or name matches an existing lead. Handle the error port to detect `DUPLICATES_DETECTED` responses.
Sandbox testing	Always test lead creation against a Salesforce sandbox before running in production.
Error port wiring	Always wire the error port. Org validation rules and permission sets can cause unexpected failures.
Field picklist values	`LeadSource`, `Status`, and `Rating` values must match picklist entries configured in the target org.

Examples

Create Lead from Web Form

A webhook trigger fires when a visitor submits the contact form. Map form fields to the lead node and route the new leadId to a Slack notification node.

// Webhook payload
{ "firstName": "Jane", "lastName": "Doe", "email": "jane@acme.com", "company": "Acme" }

// Node config (expressions)
{
  "FirstName": "{{trigger.firstName}}",
  "LastName": "{{trigger.lastName}}",
  "Email": "{{trigger.email}}",
  "Company": "{{trigger.company}}",
  "LeadSource": "Web",
  "Status": "Open - Not Contacted"
}

Sync LinkedIn Lead Gen Form

A scheduled workflow polls the LinkedIn Lead Gen Forms API, then for each new submission calls lead/create with campaign metadata mapped to LeadSource and Description.

{
  "FirstName": "{{item.firstName}}",
  "LastName": "{{item.lastName}}",
  "Email": "{{item.email}}",
  "Company": "{{item.companyName}}",
  "LeadSource": "Social Media",
  "Description": "LinkedIn Lead Gen — Campaign: {{item.campaignName}}"
}

Business Card Scan Integration

A mobile scan app sends parsed card data via API. The workflow creates a lead and immediately assigns it to the scanning user's Salesforce queue.

{
  "FirstName": "{{scan.first}}",
  "LastName": "{{scan.last}}",
  "Title": "{{scan.title}}",
  "Company": "{{scan.company}}",
  "Phone": "{{scan.phone}}",
  "Email": "{{scan.email}}",
  "LeadSource": "Other",
  "Description": "Scanned by: {{scan.scannedByUserId}} at {{scan.eventName}}"
}