Workflow

How to Add CRM Lead Rows to a Communication

Verified end to end. An imported CRM lead row was added to a disposable email communication draft, verified in the communication recipient list and counters, then removed by deleting the disposable communication and lead list.

Evidence Summary

Workflow run
crm-lead-add-to-communication-20260520T012943Z
Communication
39
Lead list
23
Imported lead row
1 / ai-lead-communication-20260520t012943z@example.net
Added communication row
1177
Add request
leads / addToCommunication

Before You Start

Add the Lead Row

  1. Open the CRM lead list detail page. The verified route was /crm/leads/view/MjM=, where MjM= is the encoded id for lead list 23.
  2. In the imported lead values table, select the lead rows to include in the communication.
  3. Use the selected-row action to add the rows to a communication.
  4. Choose the destination communication draft.
  5. Confirm the add action.

The verified request posted comm_id=39, leads_ids=1, and lead_id=23. OfficeGest returned {"success":true,"msg":"(1) Adicionado com sucesso","response":{"ok":1,"ok_ids":[1],"notok":0,"notok_ids":[]}}.

Confirm the Recipient

  1. Open or refresh the destination communication detail page.
  2. Open the List Comunication tab.
  3. Confirm the added lead row appears as an unsent email recipient.

The verified communication recipient row was id=1177, id_communication=39, codterc=1, tipoterc=L, uploaded_csv=0, address=ai-lead-communication-20260520t012943z@example.net, type=email, enviado=F, and id_lead=23. The communication summary showed totalcontactos=1, resumocontactos=ai-lead-communication-20260520t012943z@example.net, total_sent=0, and total_unsent=1.

Verified Requests

StepRequestVerified detail
Create lead listPOST /ajaxserverMultipart leads / postNewLead created lead list 23 from a one-row CSV.
Add to communicationPOST /ajaxserveraction=leads, option=addToCommunication, comm_id=39, leads_ids=1, and lead_id=23 returned success=true, ok=1, and notok=0.
Verify recipient rowDT_Select_LCommunicationsReturned row 1177 with tipoterc=L, id_lead=23, the lead email address, and enviado=F.
Verify countersDT_Select_CommunicationsCommunication 39 returned one contact, one unsent email recipient, and no sent contacts.

Cleanup Used in Probe

The verification run deleted disposable communication 39 with communications / DELETE_communication and deleted lead list 23 with leads / DELETE_lead. Final searches confirmed both disposable records were absent.

Artifacts