Upsert Opportunity (LeadConnector)
Create a new opportunity or update an existing one using the Upsert endpoint in LeadConnector.
What it needs.
Map each field to a column in your table. Optional fields can stay empty.
pipeline_idThe ID of the pipeline (Required).textfollowers_action_typeAction type for followers. Select 'add' or 'remove' (Required).selectis_remove_all_followersSet to true to remove all followers (Required).booleanfollowerfollower Contact IDs (Required).textidThe ID of the Opportunity. Provide this to UPDATE an existing record. Leave blank to CREATE a new one.nullabletextunique_nameThe name of the opportunity.nullabletextpipeline_stage_idThe ID of the pipeline stage.nullabletextstatusThe status of the opportunity.nullableselectmonetary_valueThe monetary value of the opportunity.nullablenumberlost_reason_idLost reason ID (applicable if status is 'lost').nullabletextcontact_idThe ID of the Contact.nullabletext
When to use this.
The "Upsert Opportunity (LeadConnector)" action enables users to efficiently create or update opportunities within a CRM system using the LeadConnector API. This action requires key input parameters such as the pipeline ID, follower action type, and follower contact IDs to manage opportunity followers effectively. Optional parameters like opportunity ID, unique name, pipeline stage ID, and monetary value allow for detailed customization of the opportunity being created or updated. The output includes essential data fields such as opportunity ID, status, and timestamps, providing users with immediate feedback on the action's success. This action is particularly useful for sales teams looking to maintain accurate and up-to-date opportunity records, streamline lead management, and enhance collaboration within their CRM workflows.
What it returns.
Every field this action writes back to the row. Click a line to expand nested objects.
is_newIs Newbooleanopportunity_idOpportunity Idtextunique_nameUnique Nametextmonetary_valueMonetary Valuenumberpipeline_idPipeline Idtextpipeline_stage_idPipeline Stage Idtextassigned_toAssigned TonullabletextstatusStatustextcreated_atCreated Atnullabletextupdated_atUpdated Atnullabletextcontact_idContact Idtextlocation_idLocation Idnullabletext
How this fits a workflow.
Trigger → Upsert Opportunity (LeadConnector) → enrich → push to your CRM. You set it up once; after that it runs without you.
- Step 1TriggerNew row, form submit, or schedule.
- Step 2Upsert Opportunity (LeadConnector)The GoHighLevel action runs.
- Step 3EnrichWaterfall fills missing fields.
- Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.
Two actions you can chain after this one:
Throughput & reliability.
How fast it drains a table, and what happens when the upstream provider has a bad day.
- Per-minute limit60 / min
- Per-day limit10,000 / day
- RetriesAutomatic w/ backoff
- Failed lookupsZero credits
More GoHighLevel actions.
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Update Opportunity Status (LeadConnector)
Update the status of a specific opportunity in LeadConnector.
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Get Business/Company (LeadConnector)
Retrieves the details of a specific standalone Business (Company) record using its ID.
crm
Create Business/Company (LeadConnector)
Creates a new standalone Business (Company) record in GoHighLevel.
crm
Update Business/Company (LeadConnector)
Updates an existing standalone Business (Company) record in GoHighLevel.
FAQ.
Run Upsert Opportunity (LeadConnector) in 60 seconds.
Connect the account, drop the action on a column, run it on your rows.