RD Station CRM
Read and write data in RD Station CRM. Create, get, update and list contacts (leads/people), deals (sales opportunities), organizations (companies), tasks, notes, and manage pipelines, stages, products, custom fields, sources, campaigns, loss reasons, users, teams and webhooks. Supports API v1 (private token) and API v2 (OAuth2). Usable as an AI Agent tool.
Actions66
- Campaign Actions
- Contact Actions
- Custom Field Actions
- Deal Actions
- Deal Product Actions
- Loss Reason Actions
- Note Actions
- Organization Actions
- Pipeline Actions
- Product Actions
- Source Actions
- Stage Actions
- Task Actions
- Team Actions
- User Actions
- Webhook Actions
Deal → Mark as Lost
AI-generatedSummary
Marks the specified RD Station CRM deal as lost using API v1, with a required loss reason and an optional note. Select a loss reason from the loaded list or provide its ID with an expression.
Inputs
- Authentication — Choose Access Token (API V1) or OAuth2 (API V2); API v1 is the default.
- Deal ID (required) — Unique ID of the deal to mark as lost.
- Deal Lost Reason Name or ID (required) — Loss reason selected from the list or supplied by ID.
- Deal Lost Note — Optional free-text note describing why the deal was lost.
Output shape
A single response item from the RD Station CRM API.
The operation updates the deal's lost status with the selected reason and optional note; the exact response fields are not specified in the provided source pack.