AgencyZoom Get Lead
The Get Lead node pulls one lead’s full record out of AgencyZoom by its id, including the opportunities and quotes attached to it. Use it once you know which lead you want, often from a Search Leads step.
When to use it
- You have a lead id and want its full details before acting.
- You need a lead’s opportunities, quotes, or premium totals in the run.
- You searched for a lead and now want the complete record for the match.
Inputs
The lead id can be a fixed value or an expression that reads from an earlier step, such as the first match from a search.
Outputs
Example
After finding a new lead for Marcus Johnson with a Search Leads step, a workflow uses Get Lead with its id to pull the full record. A later step reads the open opportunities to decide which quote to follow up on.
This node never stops the run on its own, even when the lookup fails. It always hands back a result, so follow it with a Check or Conditional to handle the case where the lead was not found.