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Opportunity → Update
AI-generatedOverview
This node updates an existing opportunity in the Close CRM system. It allows users to modify various fields of an opportunity such as status, assigned user, confidence percentage, value, value period, close date, note, and custom fields. This operation is useful for keeping opportunity data current and accurate in sales and CRM workflows.
Use Case Examples
- Updating the status and assigned user of an opportunity after a sales call.
- Adjusting the confidence and value of an opportunity based on new information.
- Adding notes or custom field data to an opportunity to enrich its details.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The ID of the opportunity to update, used to identify which opportunity record to modify. |
| Update Fields | A collection of fields that can be updated on the opportunity, including status, assigned user, confidence, value, value period, close date, and note. |
| Custom Fields | A collection of custom field values that can be added or updated on the opportunity, supporting various field types such as text, number, date, choice (single or multiple), user (single or multiple), and contact (single or multiple). |
Output
JSON
id- The unique identifier of the updated opportunity.status_id- The status ID of the updated opportunity.user_id- The user ID assigned to the updated opportunity.confidence- The confidence percentage of the updated opportunity.value- The monetary value of the updated opportunity.value_period- The value period (one-time, monthly, annual) of the updated opportunity.date_won- The expected close date of the updated opportunity.note- The note associated with the updated opportunity.custom*- Custom fields data associated with the updated opportunity.
Dependencies
- Close CRM API authentication token
Troubleshooting
- Ensure the Opportunity ID is provided and valid; missing or incorrect ID will cause errors.
- Verify that the status ID and assigned user ID (if provided) exist in the Close CRM system.
- Check that numeric fields like confidence and value are within valid ranges (e.g., confidence 0-100).
- Custom fields must be correctly formatted and valid according to the Close CRM custom fields configuration.
- API request failures may occur due to network issues or invalid credentials; verify API key and connectivity.