AI agents for LeadSquared

Quick search leads

Finds leads the way LeadSquared's quick search box does: by name, email address, phone number or company.

Search leads by a field

Finds leads where one field compares to a value, like LastName = Smith, ProspectStage = Prospect or CreatedOn >= 2026-01-01 00:00:00, with the columns to return, the sort order and paging.

Get a lead

Reads one lead by its ID (ProspectID) with every standard and custom field: name, email, phone, company, stage, owner, source, score, opt-outs and dates.

List a lead's activities

Reads a lead's activity history, newest first: emails, page visits, form submissions, calls and custom activities, optionally only one activity event code.

List lead fields

Lists every lead field the account has, standard and custom.

Create or update a lead

Creates a lead, or updates the lead that already has the same email address or phone (or the field named in search_by).

Update a lead

Changes fields of one lead by its ID, like {"ProspectStage": "Customer", "mx_City": "Chennai"}, by schema name.

Post an activity on a lead

Records an activity on a lead's timeline: a call, a meeting, a payment or any custom activity type, by its numeric activity event code.

Add a note to a lead

Adds a text note to a lead, shown on its Notes tab.

Create a task

Creates a to-do or appointment for a user, linked to a lead, with a task type (by its name, as set up in LeadSquared), a due time and an optional reminder by email.