1. Feature Overview
The Lead Create action template in Universal Data Sync (UDS) App enables you to create new leads in LeadSquared.
This template leverages the LeadSquared V2 Create a Lead API and eliminates the need for manual API configuration.
2. Use Case
You want to create a lead in LeadSquared for every incoming request.
3. Configure Create a Lead Action
Follow the steps below to configure Create a Lead action –
1. Select Template
Click +Action and choose the Lead Create template.
2. Select Behavior
In this step, the values will be pre-configured as follows:
- Source – LeadSquared
- Entity – Lead
- Action – Lead Create
3. Configure Field Mapping
Map your source fields (from your data source or app) to the appropriate LeadSquared lead fields.
You can do that by selecting the desired Lead fields from the dropdown. Click on + icon, select Entity as Lead, and select the desired field from the dropdown.
For example:
- First Name → lead.FirstName
- Email → lead.EmailAddress
- Phone → lead.Phone
- Custom fields (Such as address proof) → Corresponding custom lead fields
4. Configure Response Mapping (Optional)
Use this step if you want to:
- Capture the newly created LeadId and pass it to downstream actions.
- Handle API success/failure logic conditionally.
Define the fields you want to extract (e.g., `LeadId`, `Status`, `Message`) and mark what should be considered a successful or failed execution.
FAQs
1. What credentials are used for making API calls via this system?
API calls made through Lead Action template will use system user credential for authentication.
2. Do these API calls count toward any rate limits?
Yes. API calls made via this template are counted against your v2 API usage limits. Specifically:
- Daily Limit: All calls contribute to your daily quota.
- Per 5-Second Limit: Calls also count toward the burst limit of requests allowed every 5 seconds.
3. What happens if I exceed the API rate limits?
If you exceed either the daily or per-5-second limits, further API requests will be rejected until your usage falls within the allowed limits.
4. What are the error scenarios defined
Since we directly call Platform v2 APIs inside the Lead Action template, all standard v2 API error responses will be returned as it is. Refer to the API Reference for error codes.
