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Perform actions in BimeBazar CRM

Change Lead Status

AI-generated

Overview

This node operation changes the status and optionally the sub-status of a lead in the BimeBazar CRM system. It is useful for workflows that need to update the progress or state of a lead, such as moving a lead through different sales stages or updating their current status based on interactions or events.

Use Case Examples

  1. Updating a lead's status to 'Contacted' after a successful phone call.
  2. Setting a sub-status to specify a more detailed state like 'Left Voicemail'.

Properties

Name Meaning
Lead ID The ID of the lead to update.
Status The ID of the new status to assign to the lead.
Sub Status The ID of the new sub status to assign to the lead (optional).

Output

JSON

  • success - Indicates if the operation was successful.
  • operation - The operation performed, here it is 'changeLeadStatus'.
  • leadId - The ID of the lead whose status was changed.
  • status - The new status ID assigned to the lead.
  • subStatus - The new sub status ID assigned to the lead.
  • response - The full response from the CRM API after the status change request.

Dependencies

  • Requires API credentials for BimeBazar CRM (an API token and base URL).

Troubleshooting

  • Common issues include invalid lead ID or status IDs, which may cause the API to return errors.
  • HTTP 422 errors indicate validation issues, such as missing or incorrect parameters; the error message will provide details.
  • Ensure the API token and base URL credentials are correctly configured to avoid authentication errors.

Discussion