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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.

  1. 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
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Update Lead with Close API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Close
 
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Update Lead with Close API on New Message from Discord API
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 docs](https://developer.close.com/resources/leads/#update-an-existing-lead)
Version:0.1.0
Key:close-update-lead

Code

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

export default {
  type: "action",
  key: "close-update-lead",
  version: "0.1.0",
  name: "Update Lead",
  description: "Updates a lead, [See the docs](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.
LabelPropTypeDescription
ClosecloseappThis component uses the Close app.
Lead IDleadstringSelect a value from the drop down menu.
Namenamestring

Name of the lead

Urlurlstring

Url

Descriptiondescriptionstring

Description of the lead

Status IDstatusIdstringSelect a value from the drop down menu.
Contactscontactsstring[]

Please provide an object structure for each row like e.g.:,
{
"name": "Gob",
"title": "Sr. Vice President",
"emails": [ { "type": "office", "email": "gob@example.com" } ],
"phones": [ { "type": "office", "phone": "8004445555" } ]
}

Addressesaddressesstring[]

Please provide an object structure for each row like e.g.:,
{
"label": "business",
"address_1": "747 Howard St",
"address_2": "Room 3",
"city": "San Francisco",
"state": "CA",
"zipcode": "94103",
"country":"US",
}

More FieldsmoreFieldsobject

Additional properties not listed as a prop

Authentication

Close uses API keys for authentication. When you connect your Close account, Pipedream securely stores the keys so you can easily authenticate to Close APIs in both code and no-code steps.

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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Triggers

New Custom Event from the Close API

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New Lead from the Close API

Emit new event when a new Lead is created

 
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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

 
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New Opportunity from the Close API

Emit new event when a new Opportunity is created

 
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Actions

Create Lead with the Close API

Creates a lead, See the docs

 
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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

 
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Search Leads with the Close API

Searching leads with a given field and word, See the docs

 
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