Actions8
Update Lead
AI-generatedOverview
This node operation updates an existing lead in the BimeBazar CRM system. It allows modification of various lead attributes such as status, sub-status, segment, expert assignment, priority, source, metadata, reminder date, archival state, and tags. This operation is useful for keeping lead information current and accurate, for example, updating a lead's status after a sales call or changing the assigned expert based on availability.
Use Case Examples
- Updating the status and sub-status of a lead after a customer interaction.
- Changing the current segment or expert assigned to a lead to reflect new sales strategies.
- Archiving or unarchiving a lead based on its activity or relevance.
- Adding or removing tags to categorize leads for targeted marketing campaigns.
Properties
| Name | Meaning |
|---|---|
| Lead ID | The unique identifier 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. |
| Current Segment ID | The ID of the current segment the lead belongs to. |
| Expert ID | The ID of the expert assigned to the lead. |
| Priority | The priority level of the lead. |
| Register At | The registration date/time for the lead. |
| Source ID | The ID of the source from which the lead originated. |
| Metadata | Additional metadata for the lead in JSON format. |
| Remind At | The reminder date/time for the lead. |
| Tags | An array of tag IDs to associate with the lead. |
| Customer Tags | An array of tag IDs to associate with the customer related to the lead. |
| Detach Tags | An array of tag IDs to remove from the lead. |
| Detach Customer Tags | An array of tag IDs to remove from the customer related to the lead. |
| Archived | Boolean indicating whether to archive the lead. |
| Unarchive | Boolean indicating whether to unarchive the lead. |
| Is Free | Boolean indicating whether the lead is free. |
| Is Not Free | Boolean indicating whether the lead is not free. |
Output
JSON
success- Indicates if the update operation was successful.operation- The operation performed, which is 'updateLead'.leadId- The ID of the lead that was updated.status- The updated status ID of the lead.subStatus- The updated sub-status ID of the lead.metadata- The updated metadata JSON object of the lead.remindAt- The updated reminder date/time for the lead.response- The full response from the CRM API after updating the lead.
Dependencies
- Requires an API key credential for authentication with the BimeBazar CRM API.
Troubleshooting
- Ensure the Lead ID provided exists in the CRM system; otherwise, the update will fail.
- Check that the status and sub-status IDs are valid and allowed by the CRM.
- Verify that the metadata JSON is correctly formatted to avoid parsing errors.
- If the API returns HTTP 422, review validation errors in the response for missing or incorrect fields.
- Make sure the API token credential is valid and has sufficient permissions.