Actions74
- Business Classification Actions
- Configuration Actions
- Contact Actions
- Customer Actions
- Department & Group Actions
- Email Thread Actions
- Lead Actions
- Life & Health Lead Actions
- Opportunity Actions
- Pipeline Actions
- Policy Actions
- Service Ticket Actions
- SMS Thread Actions
- Task Actions
Lead → Mark as Sold
AI-generatedSummary
Mark a lead as sold by specifying the lead ID, detailing the sold products/policies, and optionally choosing to keep the lead open if unsold products remain.
Inputs
- Lead ID (required) — The numeric ID of the lead to mark as sold.
- Keep Open — Boolean flag indicating whether to keep the lead open if there are unsold products remaining.
- Sold Products — A collection of products or policies sold with this lead, each detailing carrier, CSR, department, effective and expiry dates, group code, sold status, number of items, lead source, location, policy number, premium, product line, and sold date.
Output shape
a single record containing the API response confirming the lead was marked as sold, including details of the updated lead and sold products.
The operation returns the API response object from AgencyZoom which may contain details of the updated lead and related products. Error handling follows standard n8n node conventions.
Examples
Example 1: Mark lead 123 as sold with two sold products and keep the lead open for remaining products.
Lead ID: 123; Keep Open: true; Sold Products: List of two products with their respective carrier IDs, CSR IDs, effective dates, premiums, etc.