> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.meetgail.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server. # AgencyZoom Create Lead > Creates a personal-lines lead in AgencyZoom and returns the new lead's id. The Create Lead node adds a new personal-lines lead to AgencyZoom. Only a first name, a pipeline, and a stage are required; everything else is optional. You can set contact details, an address, key dates, a lead source, and who the lead is assigned to. For a commercial lead, use [Create Business Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead) instead. ## When to use it * A web form, landing page, or ad brings in a new prospect and you want them in AgencyZoom right away. * You want every new lead to land in the right pipeline and stage without anyone typing it in by hand. * You want a new lead assigned to a producer, a CSR, or an assignment group as soon as it is created. ## Inputs The fields are grouped in the node's settings. Required fields are marked. | Field | What it's for | Example | | --------------------------------------------------------------------- | -------------------------------------------------------- | ------------------------------------- | | First name | The lead's first name. Required. | `Sarah` | | Pipeline | The AgencyZoom pipeline the lead goes into. Required. | `Personal Lines` | | Stage | The stage within that pipeline. Required. | `New Lead` | | Email | The lead's email address. | `sarah@example.com` | | Lead source | Where the lead came from. | `Website` | | Assign to | The producer who owns the lead. | `Marcus Johnson` | | CSR | The customer service rep for the lead. | `Priya Patel` | | Assignment group | A group that shares the lead. | `Auto Team` | | Other producers | Extra producers on the lead. | Two producers | | Other CSRs | Extra CSRs on the lead. | One CSR | | Last name, Middle name, Nickname | The rest of the lead's name. | `Chen` | | Phone, Secondary phone | Phone numbers for the lead. | `555-201-4400` | | Secondary email | A second email address. | `sarah.chen@work.example.com` | | Birthday | The lead's date of birth. | `1985-04-12` | | Marital status | Picked from a list: single, married, widowed, and so on. | `Married` | | Street address, Street address line 2, City, State, ZIP code, Country | The lead's mailing address. | `Austin`, `TX`, `78701` | | Contact date, Quote date, Sold date, X-date, Next expiration date | Key dates in the sales cycle. | `2026-10-01` | | Notes | Free-text notes saved on the lead. | `Asked about bundling home and auto.` | | Agency number, Department code, Group code | Your agency's own codes. | `TX-01` | | Tags | Tags for the lead, separated by semicolons. | `renewal;priority` | | Custom fields | Values for your agency's AgencyZoom custom fields. | A "Referral partner" field | 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, such as the email a form submitted. 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) or to link a task with [Create Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-task). ## Example Chen Insurance Group runs a quote form on its website. When Sarah Chen submits it, a workflow uses Create Lead with her first name, last name, email, and phone from the form. It picks the "Personal Lines" pipeline and the "New Lead" stage, sets the lead source to "Website", and assigns the lead to Marcus Johnson. The lead appears in Marcus's AgencyZoom pipeline within seconds of the form being submitted. ![The AgencyZoom Create Lead node configuration panel, showing the pipeline, stage, and contact fields.](/_fern-img/9e1ec26c490a94b24f55ae90530d9cc913fe5abdf8612182c6b5a090d13188f5.webp) > **Note** > > Assign to, CSR, and Assignment group are three separate ways to assign a lead. You > can use any of them, or none; a lead with none is created unassigned. Leave a > dropdown empty when you do not need it. > **Note** > > Dates and birthdays are plain text and AgencyZoom checks their format. If a value > is rejected, 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 Business Lead](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-create-business-lead) Create a commercial lead with business details. #### [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.