What this solution does
The module enables integration with external systems to automatically create leads and contacts via the add.lead.and.contact webhook. To operate, simply provide the NAME and PHONE parameters. The system searches for an existing contact by phone number, normalizing input regardless of whether it starts with +7 or 8. If no contact is found, one is created from the provided data, followed by the creation of a lead linked to that contact.
To populate additional fields, use the format LEAD[field_code] for the lead or CONTACT[field_code] for the contact. Examples: LEAD[ASSIGNED_BY_ID], CONTACT[SOURCE_ID].
The name is automatically split by spaces and distributed to Full Name fields according to the following rules:
1. One word — populates the First Name field.
2. Two words — populates the First Name and Middle Name fields.
3. Three words — populates the Last Name, First Name, and Middle Name fields.
For proper webhook operation, an SSL certificate is required, and the user executing the request must have sufficient permissions to create and edit leads and contacts.
General iT can install “Contact search and lead creation”, configure its settings and verify its operation in the existing project.