Overview

This node updates an existing contact in the Close CRM system. It allows users to modify various contact details such as name, title, user attribution, emails, phone numbers, URLs, and custom fields. This operation is useful for keeping contact information current and accurate within a CRM workflow, for example, updating a contact's email or phone number after receiving new information.

Use Case Examples

1. Updating a contact's name and title after a job change.
2. Adding new email addresses or phone numbers to an existing contact.
3. Modifying custom fields to reflect new data specific to the contact.

Properties

Output

JSON

• id - The unique identifier of the updated contact.
• name - The updated full name of the contact.
• title - The updated job title of the contact.
• user_id - The user ID attributed to the update.
• emails - List of updated email addresses with types.
• phones - List of updated phone numbers with types.
• urls - List of updated URLs with types.
• custom - Custom fields updated on the contact.

Dependencies

• Close CRM API with an API key credential for authentication.

Troubleshooting

• Ensure the Contact ID is provided and valid; missing or incorrect ID will cause errors.
• Verify that the update fields are correctly formatted, especially collections like emails, phones, and URLs.
• Custom fields require correct field IDs and values; errors in custom field processing may occur if the field definitions are outdated or incorrect.
• API errors may occur if the Close CRM API credentials are invalid or expired; verify API key and permissions.

Links

• Close CRM API - Contacts - Official API documentation for managing contacts in Close CRM.