Overview

This node updates an existing Opportunity Status in the Close CRM system. It allows users to modify the label (name) of the opportunity status and optionally update additional fields such as the status type (Active, Won, Lost) and the pipeline ID to which the status belongs. This operation is useful for managing and organizing sales opportunity stages within a CRM pipeline.

Use Case Examples

1. Updating the label of an opportunity status to reflect a new sales stage name.
2. Changing the status type of an opportunity status from 'Active' to 'Won' after a successful deal closure.
3. Moving an opportunity status to a different sales pipeline by specifying a new pipeline ID.

Properties

Output

JSON

• id - The unique identifier of the updated opportunity status.
• label - The updated label/name of the opportunity status.
• status_type - The updated type of the opportunity status (e.g., active, won, lost).
• pipeline_id - The ID of the pipeline to which the opportunity status belongs after the update.

Dependencies

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

Troubleshooting

• Ensure the Status ID is provided and valid; missing or incorrect IDs will cause errors.
• The Label field is required; omitting it will result in an error.
• Check that the status type value, if provided, is one of the allowed options (active, won, lost).
• Verify that the pipeline ID, if provided, corresponds to an existing pipeline in the CRM.
• API request failures may occur due to network issues or invalid credentials; verify API key and network connectivity.

Links

• Close CRM API - Opportunity Statuses - Official API documentation for managing opportunity statuses in Close CRM.