Close CRM icon

Close CRM

Consume Close CRM API

Actions83

Lead → Update

AI-generated

Overview

This node updates an existing lead in the Close CRM system. It allows users to modify various lead attributes such as name, description, status, assigned user, URL, contacts, address, and custom fields. This operation is useful for keeping lead information current and accurate in CRM workflows, for example, updating a lead's status after a sales call or adding new contact details.

Use Case Examples

  1. Updating a lead's name and status after a sales interaction.
  2. Adding or modifying contacts associated with a lead.
  3. Updating the lead's address or custom fields based on new information.

Properties

Name Meaning
Lead ID The ID of the lead to update, required to identify which lead to modify.
Update Fields Collection of fields to update on the lead, including name, description, status, user, and URL.
Contacts Multiple contacts associated with the lead, each with detailed fields such as name, emails, phones, title, and various custom fields (text, number, date, choice, user).
Address Address fields for the lead including street, city, state, ZIP code, and country.
Custom Fields Custom field values for the lead, supporting text, number, date, single and multiple choice, user, and contact fields with options to add, replace, or remove values.

Output

JSON

  • id - The unique identifier of the updated lead.
  • name - The updated name of the lead.
  • description - The updated description of the lead.
  • status_id - The updated status ID of the lead.
  • user_id - The user ID attributed to the update.
  • url - The updated website URL of the lead.
  • contacts - Array of contacts associated with the lead, including updated contact details.
  • addresses - Array of addresses associated with the lead, including updated address details.
  • custom
    • * - Custom fields updated on the lead, with keys prefixed by 'custom.'

Dependencies

  • Close CRM API
  • An API key credential for authentication

Troubleshooting

  • Ensure the Lead ID is provided and valid; missing or incorrect ID will cause errors.
  • Verify that required fields in the update collection are correctly formatted and not empty if required.
  • Check API credentials and permissions to ensure the node can update leads in Close CRM.
  • Handle JSON parsing errors in custom fields or schedule/steps fields if used in other operations.

Links

Discussion