Actions83
- Lead Actions
- Lead Status Actions
- Contact Actions
- Opportunity Actions
- Opportunity Status Actions
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Lead Status → Create
AI-generatedOverview
This node operation creates a new Lead Status in the Close CRM system. It allows users to specify a label (name) for the lead status and optionally set its type (Active, Won, or Lost). This operation is useful for managing and categorizing the different stages or statuses that leads can have within a sales pipeline.
Use Case Examples
- Creating a new lead status called 'Contacted' with type 'Active' to track leads that have been contacted by the sales team.
- Adding a 'Won' lead status to mark leads that have successfully converted into customers.
Properties
| Name | Meaning |
|---|---|
| Label | The label or name of the lead status to be created, which is required. |
| Additional Fields | Optional additional fields for the lead status, including the 'Type' which can be Active, Won, or Lost. |
Output
JSON
id- The unique identifier of the created lead status.label- The label/name of the created lead status.type- The type of the created lead status (e.g., active, won, lost).
Dependencies
- Close CRM API with an API key credential for authentication.
Troubleshooting
- Error 'Label is required for lead status creation' occurs if the label input is missing; ensure the label field is filled.
- API request failures may occur due to invalid credentials or network issues; verify API key and network connectivity.
Links
- Close CRM API - Lead Statuses - Official API documentation for managing lead statuses in Close CRM.