Customer Management — Create or Update Lead

Upserts a lead in your Superfone CRM, matched by phone number. If a lead with that phone already exists it is updated; otherwise a new lead is created (when enabled).

Authentication Required

This action runs against your organization using the Superfone connection (your API key).

Endpoint

POST https://prod-api.superfone.co.in/superfone/enterprise/api/lead

Input fields

Field	Type	Required	Description
customer_phone	string	Yes	The lead's phone number in E.164 format (e.g. +918000000001). Used to match an existing lead or create a new one.
create_customer_if_customer_phone_not_found	boolean	No	If true, creates a new lead when no match is found. If false/omitted, a missing lead is not created. This is the "upsert" toggle.
first_name	string	No	Lead's first name.
last_name	string	No	Lead's last name.
email	array of strings	No	One or more email addresses.
business_name	string	No	Company / business name.
website	string	No	Website URL.
city	string	No	City.
deal_value	number	No	Monetary value of the deal.
source	string	No	Free-text source label.
source_type	dropdown	No	Lead source type — dropdown populated by List Source Types.
lead_stage_name	dropdown	No	Pipeline stage — dropdown populated by List Lead Stages.
lead_group_name	dropdown	No	Lead group — dropdown populated by List Lead Groups.
add_labels	array (dropdown)	No	Labels to add — dropdown populated by List Labels.
remove_labels	array (dropdown)	No	Labels to remove — dropdown populated by List Labels.
add_products	array (dropdown)	No	Products to attach — dropdown populated by List Products.
add_phones	array of strings	No	Additional phone numbers for the lead (E.164).
assignee_user_phone	string	No	Phone number of the team member to assign this lead to (E.164).
additional_info	string	No	Free-text notes stored on the lead.
customer_note	string	No	Adds a note to the lead's timeline.

Dropdown fields

Fields marked dropdown load live values from your account, so you select from your real configuration instead of typing. See Dropdowns.

How to use in Pabbly

1. Add the Create or Update Lead action to your workflow.
2. Map customer_phone from the previous step (ensure E.164 format).
3. Fill any other fields; pick from dropdowns where shown.
4. Turn on Create customer if phone not found if you want new leads created.
5. Save and send a test.

Example workflow

New paid order in your store → Create or Update Lead (phone from the order, source_type = Online, lead_stage_name = New Paid Cx, create_customer_if_customer_phone_not_found = true) → Create Task (follow-up call tomorrow).

Response

Status Code: 200 OK

{
  "data": null,
  "message": "success"
}

The lead is created or updated; the action returns a success envelope rather than the lead body. To read the lead back (and get its lead_id), use Get Lead.

Common errors

Status Code	When it occurs	How to fix
400	Invalid phone format; a field validation failure; or the phone matched no lead and Create customer if phone not found was off (Customer not found)	Ensure customer_phone is E.164; check field types (e.g. email is a list, deal_value is a number); turn on the create toggle to create new leads.
401	Missing or invalid API key	Reconnect your Superfone account in Pabbly.
404	A referenced name doesn't exist in your account — an unknown lead_stage_name, lead_group_name, or assignee_user_phone	Pick values from the dropdowns; make sure the assignee is an existing team member.