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Lead → Update
AI-generatedSummary
Update an existing lead in Perfex CRM by specifying its ID along with mandatory fields and optional additional details.
Inputs
- Lead ID (required) — The ID of the lead to update.
- Name (required) — The mandatory name of the lead.
- Source (required) — The mandatory source of the lead.
- Status (required) — The mandatory status of the lead.
- Assigned (required) — The mandatory user assigned to the lead.
- Additional Fields — Optional additional lead fields such as address, company, email, phone number, tags, description, and others to provide more details about the lead.
Output shape
a single updated lead record is returned as JSON
The output contains the updated lead details from Perfex CRM. If the update fails and 'Continue On Fail' is enabled, an error object with the message is returned in place of lead data.
Examples
Example 1: Update a lead with minimal mandatory fields and some additional details
Provide the Lead ID, new Name, Source, Status, Assigned user, and optionally fill in additional fields like company, phone number, and tags.