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- Field Enrichment (Automation & Bulk Actions) Actions
Field Enrichment (Automation & Bulk Actions) → Enrich Field
AI-generatedOverview
This node operation enriches a specific custom field of a lead or contact object within an organization in Close CRM. It is useful for automating the process of updating or enhancing data fields with enriched values, such as appending additional information to a lead or contact's custom field based on external or internal data enrichment processes.
Use Case Examples
- Automatically enrich a custom field of a lead with updated information from an external data source.
- Bulk update custom fields of contacts with enriched data to improve CRM data quality.
Properties
| Name | Meaning |
|---|---|
| Organization ID | The ID of the organization that owns the target object, required to identify the scope of the enrichment. |
| Object Type | The type of object to enrich, either a lead or a contact, to specify which CRM object the enrichment applies to. |
| Object ID | The ID of the lead or contact to enrich, specifying the exact object to update. |
| Field ID | The ID of the custom field to enrich, indicating which field will be updated with enriched data. |
| Additional Fields | Optional settings for the enrichment process, including whether to set a new value and whether to overwrite an existing value if present. |
Output
JSON
id- The ID of the enriched field or the enrichment operation result.organization_id- The ID of the organization owning the enriched object.object_type- The type of object enriched (lead or contact).object_id- The ID of the lead or contact that was enriched.field_id- The ID of the custom field that was enriched.set_new_value- Indicates if the field was updated with a new value.overwrite_existing_value- Indicates if the existing field value was overwritten.
Dependencies
- Close CRM API key credential
Troubleshooting
- Ensure that Organization ID, Object Type, Object ID, and Field ID are provided; missing any of these will cause an error.
- If the API request fails, check the validity and permissions of the Close CRM API key credential.
- Errors related to JSON parsing in additional fields should be checked for correct formatting.