Actions15
- Account Actions
- Analytics Actions
- Campaign Actions
- Lead Actions
Overview
This node integrates with the Instantly API to update lead information in a marketing or sales automation context. It allows users to modify various fields of an existing lead, such as contact details, company info, interest status, and campaign association.
Common scenarios include:
- Updating lead contact information after receiving new data.
- Changing the lead's interest status based on recent interactions.
- Associating a lead with a specific marketing campaign.
- Personalizing messages or notes attached to a lead.
Practical example: After a sales call, a user can update the lead’s status to "Meeting Booked" and add a personalized note summarizing the discussion, helping keep the sales pipeline current.
Properties
| Name | Meaning |
|---|---|
| Lead | The lead to operate on. Can be selected from a searchable list or specified by its unique ID. |
| Update Fields | Collection of fields to update for the lead: |
| Email address of the lead. | |
| - First Name | First name of the lead. |
| - Last Name | Last name of the lead. |
| - Company Name | Company name associated with the lead. |
| - Phone | Phone number of the lead. |
| - Website | Website URL related to the lead. |
| - Personalization | Custom personalization message for the lead. |
| - Interest Status | Lead interest status; options include: Out of Office, Interested, Meeting Booked, Meeting Completed, Closed, Not Interested, Wrong Person, Lost. |
| - Potential Value | Potential monetary value of the lead. |
| - Campaign | Campaign to associate the lead with. Can be selected from a searchable list or specified by ID. |
Output
The node outputs JSON data representing the updated lead object returned by the Instantly API. This typically includes all lead fields after the update operation, reflecting the new state of the lead.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for authenticating with the Instantly API.
- Uses Instantly API endpoints to perform lead updates.
- Pagination and list fetching methods are implemented for resource locators (e.g., selecting leads or campaigns).
- No additional external dependencies beyond the Instantly API and n8n core modules.
Troubleshooting
- Invalid Lead ID: If the lead ID does not match the expected UUID format, the node will reject it. Ensure the lead ID is correctly formatted.
- API Limits: The Instantly API may impose limits on request rates or payload sizes. Exceeding these may cause errors.
- Empty Update Fields: If no fields are provided to update, the API might return an error or no changes will occur. Always specify at least one field to update.
- Campaign Association Errors: When associating a lead with a campaign, ensure the campaign ID is valid and accessible.
- Authentication Failures: Verify that the API key credential is correctly configured and has sufficient permissions.
- Network Issues: Connectivity problems can cause request failures; check network access and proxy settings if applicable.
Links and References
- Instantly API Documentation (general reference for API endpoints and data formats)
- n8n Documentation (for general usage of custom nodes and credentials)