Actions79
- Lead Status Actions
- Pipeline Actions
- Template Actions
- Lead Actions
- Contact Actions
- Activity Actions
- Meeting Search Actions
- Opportunity Actions
- Opportunity Status Actions
- Integration Link Actions
- Smart View Actions
- Comment Actions
- Email Template Actions
- Task Actions
- User Actions
- Custom Field Actions
Overview
This node integrates with the Close.com CRM platform, allowing users to perform various operations on CRM resources such as leads, lead statuses, contacts, activities, opportunities, and more. Specifically, for the Lead Status - Update operation, it enables updating properties of an existing lead status in Close.com.
Typical use cases include:
- Renaming a lead status label to better reflect sales stages.
- Changing the color associated with a lead status to improve visual management in the CRM.
- Automating updates to lead statuses based on external triggers or workflows.
For example, you might use this node to update the label of a lead status from "Prospect" to "Qualified Prospect" and change its color to green to indicate progress in your sales pipeline.
Properties
| Name | Meaning |
|---|---|
| Status ID | The unique identifier of the lead status to update. |
| Update Fields | A collection of fields to update on the lead status: • Label: The new name/label of the lead status. • Color: The new color for the lead status in hex format (e.g., #FF0000). |
Output
The node outputs JSON data representing the updated lead status object returned by the Close.com API after the update operation. This typically includes the updated fields such as the status ID, label, color, and possibly other metadata related to the lead status.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to Close.com CRM via an API key credential configured in n8n.
- The node uses Close.com's REST API endpoints to perform actions.
- Proper permissions on the Close.com account are necessary to update lead statuses.
Troubleshooting
Common issues:
- Invalid or missing Status ID: Ensure the Status ID provided corresponds to an existing lead status in Close.com.
- Insufficient permissions: The API key used must have rights to modify lead statuses.
- Invalid color format: The color field must be a valid hex color code (e.g.,
#123ABC).
Error messages:
"The resource "leadStatus" is not known!": This indicates an invalid resource parameter; ensure "Lead Status" is selected.- API errors from Close.com (e.g., 404 Not Found, 401 Unauthorized) will be surfaced if the Status ID is incorrect or credentials are invalid.
To resolve errors, verify input parameters, check API credentials, and confirm that the lead status exists in the Close.com account.