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Consume Close CRM API

Actions83

Opportunity → Create

AI-generated

Overview

This node operation creates a new opportunity in the Close CRM system associated with a specified lead. It allows users to specify the lead ID and various additional fields such as status, assigned user, confidence percentage, value, value period, expected close date, and notes. It also supports adding custom fields to the opportunity, enabling detailed and customized data entry.

Use Case Examples

  1. Creating a sales opportunity linked to a lead with a specific status and assigned sales representative.
  2. Adding an opportunity with a confidence score and expected close date to track potential revenue.
  3. Including custom fields in the opportunity to capture unique business-specific data.

Properties

Name Meaning
Lead ID The ID of the lead to create the opportunity for, required to associate the opportunity with the correct lead.
Additional Fields Optional fields to provide more details about the opportunity such as status, assigned user, confidence, value, value period, close date, and notes.
Custom Fields Custom field values to add to the opportunity, supporting various types such as text, number, date, single and multiple choice, user, and contact fields.

Output

JSON

  • id - The unique identifier of the created opportunity.
  • lead_id - The ID of the lead associated with the opportunity.
  • status_id - The status ID of the opportunity.
  • user_id - The user ID assigned to the opportunity.
  • confidence - The confidence percentage of the opportunity.
  • value - The monetary value of the opportunity in cents.
  • value_period - The period for the opportunity value (one-time, monthly, annual).
  • date_won - The expected close date for the opportunity.
  • note - Notes associated with the opportunity.

Dependencies

  • Close CRM API
  • an API key credential for authentication

Troubleshooting

  • Ensure the Lead ID is provided and valid; missing or incorrect Lead ID will cause errors.
  • Verify that any custom fields used exist and are correctly formatted to avoid processing errors.
  • Check that the API credentials are correctly configured and have the necessary permissions to create opportunities.
  • Common error messages include missing required fields (e.g., Lead ID) and invalid field values; resolving these involves providing the required data and validating input formats.

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