Update Lead with Close API

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Update Lead with the Close API

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Getting Started#

Create a workflow to Update Lead with the Close API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Update Lead action
1. Connect your Close account
2. Select a Lead ID
3. Optional- Configure Name
4. Optional- Configure Url
5. Optional- Configure Description
6. Optional- Select a Status ID
7. Optional- Configure Contacts
8. Optional- Configure Addresses
9. Optional- Configure More Fields
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Update Lead with Close API on New Requests (Payload Only) from HTTP / Webhook API

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Discord + Close

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Update Lead with Close API on New Message In Channels from Slack API

Slack + Close

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Update Lead with Close API on New Message in Channel from Discord Bot API

Discord Bot + Close

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Update Lead with Close API on New Submission from Typeform API

Typeform + Close

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Update Lead on Close

Description:Updates a lead. [See the documentation](https://developer.close.com/resources/leads/#update-an-existing-lead)

Version:0.1.1

Key:close-update-lead

View on GitHub

Code#

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  type: "action",
  key: "close-update-lead",
  version: "0.1.1",
  name: "Update Lead",
  description: "Updates a lead. [See the documentation](https://developer.close.com/resources/leads/#update-an-existing-lead)",
  props: {
    close,
    lead: {
      propDefinition: [
        close,
        "lead",
      ],
    },
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
      optional: true,
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {};
    if (this.name) data.name = this.name;
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.updateLead({
      leadId: this.lead,
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Close	`close`	`app`	This component uses the Close app.
Lead ID	`lead`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the lead
Url	`url`	`string`	Url
Description	`description`	`string`	Description of the lead
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Contacts	`contacts`	`string[]`	Please provide an object structure for each row. e.g.:, { "name": "Gob", "title": "Sr. Vice President", "emails": [ { "type": "office", "email": "gob@example.com" } ], "phones": [ { "type": "office", "phone": "8004445555" } ] }
Addresses	`addresses`	`string[]`	Please provide an object structure for each row. e.g.:, { "label": "business", "address_1": "747 Howard St", "address_2": "Room 3", "city": "San Francisco", "state": "CA", "zipcode": "94103", "country":"US", }
More Fields	`moreFields`	`object`	Additional properties not listed as props