> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.meetgail.com/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server. # AgencyZoom Create Business Lead > Creates a commercial lead in AgencyZoom, with business details, and returns the new lead's id. The Create Business Lead node adds a new commercial lead to AgencyZoom. It takes the same contact, address, date, and assignment fields as [Create Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead), plus the details that describe a business: its name, DBA, FEIN, size, and revenue. A pipeline and a stage are required, along with either a business name or a first name. ## When to use it * A business owner asks for a commercial quote and you want the lead in AgencyZoom right away. * You want commercial prospects to land in their own pipeline and stage. * You already collect business details, such as employee count or payroll, and want them on the lead from the start. ## Inputs The fields are grouped in the node's settings. Required fields are marked. | Field | What it's for | Example | | ------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------- | | Pipeline | The AgencyZoom pipeline the lead goes into. Required. | `Commercial Lines` | | Stage | The stage within that pipeline. Required. | `New Lead` | | Business name | The business's name. This or First name is required. | `Chen Family Bakery` | | First name | The contact person's first name. This or Business name is required. | `Sarah` | | Contact name | The main contact at the business. | `Sarah Chen` | | DBA | The name the business trades under. | `Sweet Chen's` | | FEIN | The business's Federal Employer Identification Number. | `12-3456789` | | Business entity | The type of legal entity. | `LLC` | | Business classification | The business's classification, as text. | `Retail Bakery` | | Business classification ID | The classification's id number. | `5461` | | Year business started | The year the business opened, between 1800 and 2200. | `2012` | | Number of employees | How many people the business employs. | `14` | | Annual revenue | The business's yearly revenue. | `850000` | | Payroll | The business's yearly payroll. | `420000` | | Email, Lead source, Assign to, CSR, Assignment group, and the rest | The same contact, assignment, address, date, tag, and custom field options as [Create Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead). | | Pipeline, Stage, Lead source, Assign to, CSR, Assignment group, the other producer and CSR rows, and Custom fields are dropdowns filled from your own AgencyZoom account, so you pick by name rather than looking up ids. Once you choose a pipeline, the Stage list narrows to that pipeline's stages. Any field can also be an [expression](/platform/workflows/core-concepts/expressions/using-expressions-in-nodes) that reads from an earlier step. On a dropdown field, switch from **Select** to **Variable** to write one. An expression for an id field, such as Pipeline or Assign to, must produce the AgencyZoom id number. ## Outputs On success the node returns a confirmation that the lead was created, including the new lead's id. Use that id in later steps, for example to add a note with [Add Lead Note](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note). ## Example Sarah Chen fills out Chen Insurance Group's commercial quote form for her bakery. A workflow uses Create Business Lead with the business name "Chen Family Bakery", Sarah as the contact, her email and phone, 14 employees, and an annual revenue of 850,000. It picks the "Commercial Lines" pipeline and the "New Lead" stage and assigns the lead to the agency's commercial producer, who sees it in AgencyZoom right away. ![The AgencyZoom Create Business Lead node configuration panel, showing the pipeline, stage, and business fields.](/_fern-img/955777f402ab6afc17f2134a305fa159ecb7e31af8114d0763ac43d92edfc607.webp) > **Note** > > Commercial leads are often known by the business rather than a person. A business > name alone is enough; you do not need a first name as well. > **Note** > > If AgencyZoom rejects the lead, the node hands back a failure rather than stopping > the run, so follow it with a > [Check](/platform/workflows/node-reference/logic-and-flow/check) or > [Conditional](/platform/workflows/node-reference/logic-and-flow/conditional) to > handle a lead that was not created. ## Related nodes #### [Create Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-lead) Create a personal-lines lead instead. #### [Search Leads](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-leads) Check whether the lead already exists first. #### [Add Lead Note](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-add-lead-note) Add a note to the new lead. #### [Create Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task) Give someone a follow-up task for the new lead. > Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.