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🧾 CRM Lead Creation ​

Goal: Automatically save visitor data and messages as leads in your CRM.

🧩 Example Flow ​

  1. A visitor types:
    “I’d like a demo of your product.”

  2. Your assistant detects intent and triggers the createLead API action.

  3. Ainisa sends a POST request to your CRM endpoint:

    POST https://crm.example.com/api/leads

  4. Example request body:

    {
  "name": "{{user_name}}",
  "email": "{{user_email}}",
  "message": "{{user_message}}"
}

  5. Example success response:

    {
  "status": "success",
  "lead_id": 1248,
  "created_at": "2025-11-04T12:50:00Z"
}

  6. The assistant replies with a confirmation message:
    “✅ Thanks! Our team will reach out to you soon.”

🧠 Notes ​

  • Use Ainisa’s dynamic placeholders (, , etc.) to automatically include chat user info.
  • The Custom API action can include additional headers like X-CRM-Token for authentication.