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- Create Salesforce Lead
ActionSalesforceUpdated May 2026
How do I create a Salesforce lead?
Short answer: Drop the "Salesforce → Create Salesforce Lead" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
First Name FirstName | string | Optional | First Name. e.g. "John" |
Last Name LastName | string | Required | Last Name. e.g. "Doe" |
Company Company | string | Required | e.g. "Acme Inc" |
Email Email | string | Optional | e.g. "john@acme.com" |
Phone Phone | string | Optional | e.g. "+15551234567" |
Title Title | string | Optional | e.g. "e.g. VP of Sales" |
Lead Source LeadSource | options | Optional | Lead Source. Options: Web, Phone Inquiry, Partner Referral, Purchased List, Other |
Status Status | options | Optional | Options: Open - Not Contacted, Working - Contacted, Closed - Converted, Closed - Not Converted |
Description Description | string | Optional | e.g. "Additional notes about this lead" |
Sample request
{"FirstName": "John","LastName": "Doe","Company": "Acme Inc","Email": "john@acme.com","Phone": "+15551234567"}
Returns
{"id": "00QDn00000XXXXX","errors": [],"success": true}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Create Salesforce Lead.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Create Salesforce Lead.
What does the Create Salesforce Lead action do in Salesforce?
Creates a lead with name, email, company, status, source. For "marketing form submission → push to Salesforce" lead-capture workflows.
What inputs does Create Salesforce Lead require?
Required: Last Name, Company. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Salesforce returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Salesforce Lead support batch operations?
Yes. Run Create Salesforce Lead inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.
More actions
Other Salesforce actions.
Action
Create Salesforce Opportunity
Creates an opportunity tied to an account with amount, stage, close date, owner. For "qualified lead → create opportunity in the right pipeline" workflows.
ActionCreate Salesforce Record (Any Object)
Generic create for any SObject (Contact, Lead, Custom Object, etc.). For workflows that need to create custom-object records not covered by typed actions.
ActionCreate Salesforce Task
Creates a follow-up task linked to any SObject (lead, contact, opportunity). For "deal stagnant → create follow-up task" hygiene automation.
ActionDelete Salesforce Record
Generic delete for any SObject. Irreversible at the API level (though Salesforce keeps in Recycle Bin for 15 days). For GDPR compliance or cleanup workflows.
ActionGet Salesforce Record
Generic get by SObject and ID. Returns the record with selected fields. The standard lookup before update workflows.
ActionList Salesforce Records
Paginated records of a specific SObject with filters. For "all opportunities in this pipeline" or "leads created since timestamp" sync workflows.
Send create salesforce lead from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.