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).

This is a Zapier Action step.

Pre-paired for Find or Create

This action is pre-paired with Get Lead by Phone inside the Superfone Zapier app. When you add Create or Update Lead to your Zap, Zapier automatically runs the Find-or-Create flow — the lead is looked up by phone first and only created when there's no match. You don't need to add a separate search step.

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. +919999999999). Used to match an existing lead or create a new one.
create_customer_if_customer_phone_not_found	dropdown (true / false)	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	dynamic dropdown	No	Lead source type — loaded from your Superfone account.
lead_stage_name	dynamic dropdown	No	Pipeline stage — loaded from your Superfone account.
lead_group_name	dynamic dropdown	No	Lead group — loaded from your Superfone account.
add_labels	array (dynamic dropdown)	No	Labels to add — loaded from your Superfone account.
remove_labels	array (dynamic dropdown)	No	Labels to remove — loaded from your Superfone account.
add_products	array (dynamic dropdown)	No	Products to attach — loaded from your Superfone account.
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.

Dynamic dropdowns

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

How to use in Zapier

1. Add the Create or Update Lead action to your Zap.
2. Map customer_phone from the previous step (ensure E.164 format).
3. Fill any other fields; pick from dynamic dropdowns where shown.
4. Set Create customer if phone not found to true if you want new leads created when there's no match.
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).