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Consume Close CRM API

Actions83

Lead Status → Update

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Overview

This node updates an existing lead status in the Close CRM system. It requires the ID of the lead status to update and the new label/name for the lead status. Optionally, the type of the lead status can be specified (Active, Won, or Lost). This operation is useful for managing and modifying the statuses that categorize leads in a CRM workflow, allowing users to keep lead status information current and relevant.

Use Case Examples

  1. Updating the label of a lead status to reflect a new sales stage.
  2. Changing the type of a lead status from 'Active' to 'Won' after a successful deal.

Properties

Name Meaning
Status ID The ID of the lead status to update, used to identify which lead status record to modify.
Label The new label or name for the lead status, representing the updated status name.
Additional Fields Optional fields for the lead status update, including the 'Type' which specifies the category of the lead status (Active, Won, Lost).

Output

JSON

  • id - The unique identifier of the updated lead status.
  • label - The updated label/name of the lead status.
  • type - The type/category of the lead status (e.g., active, won, lost).

Dependencies

  • Requires an API key credential for Close CRM to authenticate and authorize API requests.

Troubleshooting

  • Ensure that the 'Status ID' and 'Label' fields are provided; missing these will cause errors.
  • Verify that the API credentials are correctly configured and have permissions to update lead statuses.
  • Check that the 'Status ID' corresponds to an existing lead status in Close CRM to avoid 'not found' errors.

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