ActionSalesforceUpdated June 2026

How do I create a Salesforce lead?

Short answer: Drop the "SalesforceCreate 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.

FieldTypeRequiredDescription
First Name
FirstName
stringOptionalFirst Name. e.g. "John"
Last Name
LastName
stringRequiredLast Name. e.g. "Doe"
Company
Company
stringRequirede.g. "Acme Inc"
Email
Email
stringOptionale.g. "john@acme.com"
Phone
Phone
stringOptionale.g. "+15551234567"
Title
Title
stringOptionale.g. "e.g. VP of Sales"
Lead Source
LeadSource
optionsOptionalLead Source. Options: Web, Phone Inquiry, Partner Referral, Purchased List, Other
Status
Status
optionsOptionalOptions: Open - Not Contacted, Working - Contacted, Closed - Converted, Closed - Not Converted
Description
Description
stringOptionale.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.
Action
Create 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.
Action
Create Salesforce Task
Creates a follow-up task linked to any SObject (lead, contact, opportunity). For "deal stagnant → create follow-up task" hygiene automation.
Action
Delete 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.
Action
Get Salesforce Record
Generic get by SObject and ID. Returns the record with selected fields. The standard lookup before update workflows.
Action
List 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.