Update Lead
AutomatR.Zoho.Activities.UpdateLead
The "Update Lead" activity in AutomatR is part of the Zoho Leads package, allowing automation processes to update lead information within the Zoho CRM. This activity simplifies the task of modifying lead details, enhancing the efficiency of automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| ID | Specifies the lead ID to identify the lead to be updated. String variables containing the lead ID. |
| Company | (Optional) Name of the company associated with the lead. String variables containing the company name. |
| Last Name | (Optional) Specifies the last name of the lead. String variables containing the last name. |
| First Name | (Optional) Specifies the first name of the lead. String variables containing the first name. |
| Title | (Optional) Specifies the title or designation of the lead. String variables containing the title. |
| Mobile | (Optional) Specifies the mobile number of the lead. String variables containing the mobile number. |
| (Optional) Specifies the email address of the lead. String variables containing the email address. | |
| State | (Optional) Specifies the state associated with the lead. String variables containing the state. |
| Phone | (Optional) Specifies the phone number of the lead. String variables containing the phone number. |
| Annual Revenue | (Optional) Specifies the annual revenue associated with the lead. Double variables containing the annual revenue. |
| Fax | (Optional) Specifies the fax number of the lead. String variables containing the fax number. |
| Website | (Optional) Specifies the website associated with the lead. String variables containing the website. |
| No Of Employees | (Optional) Specifies the number of employees associated with the lead. Long variables containing the number of employees. |
| Skype ID | (Optional) Specifies the Skype ID associated with the lead. String variables containing the Skype ID. |
| Secondary Email | (Optional) Specifies the secondary email address of the lead. String variables containing the secondary email. |
| (Optional) Specifies the Twitter handle associated with the lead. String variables containing the Twitter handle. | |
| Street | (Optional) Specifies the street address associated with the lead. String variables containing the street address. |
| City | (Optional) Specifies the city associated with the lead. String variables containing the city. |
| Zip Code | (Optional) Specifies the ZIP code associated with the lead. String variables containing the ZIP code. |
| Country | (Optional) Specifies the country associated with the lead. String variables containing the country. |
| Description | (Optional) Specifies additional details or description of the lead. String variables containing the description. |
| Email Opt Out | (Optional) Specifies the email opt-out status of the lead. Select from options: Yes, No, or None. |
| Lead Owner | (Optional) Specifies the user ID of the lead owner. String variables containing the user ID. |
| Lead Source | Specifies the lead source. Select from available options. |
| Lead Status | Specifies the lead status. Select from available options. |
| Rating | Specifies the lead rating. Select from available options. |
| Industry | Specifies the lead industry. Select from available options. |
| Salutation | Specifies the lead salutation. Select from available options. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. String variables containing the desired display name. |
| Optional | |
| Email Opt Out | Specifies whether the lead has opted out of email communications. Select from options: Yes, No, or None. |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Update Lead" activity. Integer variables containing the delay duration. Ex.: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1. |
| Output | |
| Result | Outputs the result of the "Update Lead" operation, indicating success or any encountered errors. Variables of relevant types (e.g., Boolean variables) to store the operation result. |
How to Use
- Drag and drop the "Update Lead" activity onto the workflow.
- Configure the properties by specifying the lead ID and other optional details for update.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to update the specified lead in the Zoho CRM.
Example
Consider an example where the "Update Lead" activity is used to modify the details of a lead with ID "12345":
Update Lead:
Display Name: "Update Lead Details"
ID: "12345"
Company: "ABC Corp"
Last Name: "Doe"
First Name: "John"
Title: "Manager"
Mobile: "+123456789"
Email: "john.doe@example.com"
State: "California"
Phone: "+987654321"
Annual Revenue: 100000.00
Fax: "+1122334455"
Website: "www.example.com"
No Of Employees: 50
Skype ID: "john_doe_skype"
Secondary Email: "john.secondary@example.com"
Twitter: "@john_doe"
Street: "123 Main St"
City: "Cityville"
Zip Code: "12345"
Country: "USA"
Description: "Lead details updated via workflow."
Email Opt Out: No
Lead Owner: "67890" # User ID of the lead owner
Lead Source: OnlineForm
Lead Status: InProgress
Rating: Hot
Industry: Technology/Software
Salutation: Mr.
In this example, the activity updates the lead with ID "12345" with the specified details. The result of the operation (success or failure) is stored in the Boolean variable "Result" for further handling in the workflow.