lead/get

Retrieve a single Lead record by its Salesforce ID.

When to Use

Retrieve full lead details for email personalization before sending a follow-up sequence.
Check lead status before deciding whether to send a follow-up or skip the contact.
Get the lead owner's user ID for routing or assignment logic downstream.
Verify that a lead exists before attempting an update or conversion operation.
Retrieve lead data for a deduplication check against another CRM or marketing system.

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
`LeadId`	string	required	18-character Salesforce Lead ID, e.g. `00Q5g000003aXyzEAE`.

Sample Configuration

{
  "Resource": "lead",
  "Operation": "get",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "LeadId": "{{nodes.PreviousNode.leadId}}"
}

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`	`LeadId` is missing or empty.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Returns the full set of Lead fields from the Salesforce REST API. Key fields include:

Field	Type	Description
`Id`	string	18-character Salesforce Lead ID.
`FirstName`	string	Lead first name.
`LastName`	string	Lead last name.
`Company`	string	Company name.
`Email`	string	Email address.
`Phone`	string	Phone number.
`Status`	string	Current lead status picklist value.
`OwnerId`	string	Salesforce User ID of the lead owner.
`IsConverted`	bool	`true` if the lead has been converted.
`CreatedDate`	string	ISO 8601 creation timestamp.
`LastModifiedDate`	string	ISO 8601 last modified timestamp.

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 `get`.

Sample Output

{
  "Id": "00Q5g000003aXyzEAE",
  "FirstName": "Jane",
  "LastName": "Doe",
  "Company": "Acme Corp",
  "Email": "jane.doe@acme.com",
  "Phone": "+1-555-0100",
  "Title": "VP of Engineering",
  "Status": "Working - Contacted",
  "LeadSource": "Web",
  "IsConverted": false,
  "OwnerId": "0055g000007AbcDEF",
  "CreatedDate": "2026-05-20T08:30:00.000Z",
  "LastModifiedDate": "2026-05-25T14:10:00.000Z"
}

Expression Reference

Expression	Description
`{{nodes.GetLead.Id}}`	Salesforce Lead ID.
`{{nodes.GetLead.Email}}`	Lead's email address.
`{{nodes.GetLead.Status}}`	Current lead status.
`{{nodes.GetLead.OwnerId}}`	ID of the lead owner user.
`{{nodes.GetLead.IsConverted}}`	Whether the lead has been converted.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager, not as plain text.
Token expiry	Access tokens expire. Configure automatic refresh via a Salesforce Connected App.
Not Found handling	If the lead ID does not exist, the Salesforce API returns a 404. The node routes to the error port — always handle it.
Permission sets	The authenticated user must have read access to the Lead object in the target Salesforce org.
Sandbox testing	Test against a sandbox before running in production.

Examples

Retrieve Lead for Email Personalization

After creating a lead, retrieve its full record to build a personalized follow-up email using all available fields.

{
  "Resource": "lead",
  "Operation": "get",
  "LeadId": "{{nodes.CreateLead.leadId}}"
}
// Then in email node:
// Subject: "Hi {{nodes.GetLead.FirstName}}, following up on your inquiry"
// Body: "Hi {{nodes.GetLead.FirstName}}, we saw your interest in ..."

Verify Lead Before Update

Use an IfCondition node after lead/get to confirm the lead exists and is not yet converted before triggering an update.

// IfCondition expression:
// {{nodes.GetLead.IsConverted}} == false AND {{nodes.GetLead.Status}} != "Closed - Converted"

Route by Lead Owner

Retrieve the lead and use the OwnerId field to look up the assigned sales rep's contact details before sending a Slack notification.

{
  "Resource": "lead",
  "Operation": "get",
  "LeadId": "{{trigger.leadId}}"
}
// Downstream: Slack node message to {{nodes.GetLead.OwnerId}} mapped to Slack user ID