# pipeline_records_create

> Create a new pipeline record.

<!-- Source: https://docs.actuallycare.com/tools/pipelines/pipeline_records_create -->

Create a new pipeline record. Provide contact_id for an existing contact, OR first_name + last_name (+ optional email/phone) to auto-create a contact. The record starts at the default (first) stage. Returns the created record with ID for subsequent operations.

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `pipeline_type_id` | string | Yes | Pipeline type UUID (use [`pipeline_types_list`](/tools/pipelines/pipeline_types_list) to find) · Format: UUID |
| `contact_id` | string | No | Existing contact UUID (optional if providing name/email) · Format: UUID |
| `first_name` | string | No | First name for auto-creating a contact |
| `last_name` | string | No | Last name for auto-creating a contact |
| `email` | string | No | Email address · Format: Email address |
| `phone` | string | No | Phone number |
| `company` | string | No | Company name |
| `title` | string | No | Record title (e.g., "Smith Brokerage — 15 seats") |
| `source` | string | No | Lead source (referral, website, ad, cold_call, etc.) |
| `estimated_ltv` | number | No | Estimated lifetime value in dollars |
| `expected_close_date` | string | No | Expected conversion date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
| `priority` | enum | No | Priority level · One of: `low`, `medium`, `high`, `urgent` |
| `notes` | string | No | Notes about this record |
| `record_data` | object | No | Stage-specific fields as key-value pairs |

## Example prompts

- "Add Smith Brokerage as a new pipeline record with an estimated 18000 dollar lifetime value."
- "Create a pipeline record for Dana Whitfield at Keystone Realty, high priority, source networking event."

## Safety

**Creates data.** Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.