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Instantly

Interact with Instantly API

Lead → Update

AI-generated

Overview

This node updates an existing lead in the Instantly system. It allows users to specify the lead by ID or select from a list, and then update various fields such as email, first name, last name, company name, phone, website, personalization message, interest status, potential value, and associated campaign. This is useful for keeping lead information current and accurate in marketing or sales automation workflows.

Use Case Examples

  1. Updating a lead's email and phone number after receiving new contact information.
  2. Changing the interest status of a lead to 'Meeting Booked' after scheduling a meeting.
  3. Associating a lead with a specific campaign to track marketing efforts.

Properties

Name Meaning
Lead The lead to operate on, specified either by selecting from a list or by providing the lead's unique ID.
Update Fields Collection of fields to update on the lead, including email, first name, last name, company name, phone, website, personalization message, interest status, potential value, and campaign association.

Output

JSON

  • id - Unique identifier of the updated lead.
  • email - Email address of the updated lead.
  • first_name - First name of the updated lead.
  • last_name - Last name of the updated lead.
  • company_name - Company name of the updated lead.
  • phone - Phone number of the updated lead.
  • website - Website of the updated lead.
  • personalization - Personalization message of the updated lead.
  • lt_interest_status - Interest status of the updated lead.
  • pl_value_lead - Potential value of the updated lead.
  • campaign - Campaign associated with the updated lead.

Dependencies

  • Instantly API with authentication

Troubleshooting

  • Ensure the lead ID is valid and exists in the system; invalid or non-existent IDs will cause errors.
  • When selecting a campaign, ensure the campaign ID is valid and the campaign exists.
  • If the API request fails, check the API credentials and network connectivity.
  • Validation errors may occur if required fields are missing or incorrectly formatted, such as the lead ID regex pattern.

Discussion