Node: Update Deal (CRM)

The Update Deal (CRM) node changes the data on an existing deal in the CRM module, and can also move it to a different stage within the same pipeline. It's how your sales funnel advances on its own, based on what happens in the chat or on a board.

When to use it

• When a bot or an AI agent detects the customer is ready to move forward ("I want to buy," "send me the quote") and you want to advance the deal to the next stage.
• To update the deal amount when it changes during negotiation.
• In automations triggered from a board, to reflect in the CRM the progress of a task linked to a deal.

Configuration

• Deal (optional): which deal to update. If the workflow was triggered by a deal event, it defaults to that one; if it came from a board task linked to a deal, it uses that one; otherwise you need to specify it.
• Title: the deal's name. Accepts variables.
• Amount: the deal's numeric value.
• Currency: a currency code (e.g. USD).
• Stage — two ways to set it, either works:
  • Stage ID: the exact identifier of the stage within the same pipeline.
  • Stage name: the stage's name (case-insensitive), handy if you don't want to hardcode IDs.

Field updates and the stage move are independent: you can do just one, the other, or both in the same node.

Example

A sales AI agent detects the phrase "I want to buy" in the chat. An Update Deal node moves the deal to stage "Negotiation" (by name) and updates amount = {{$ai.detected_amount}}.

Tips

• Moving to a new stage fires the same event as doing it by hand from the CRM board (including won/lost recalculation), so any automations depending on that event fire too.
• If you use the stage name, make sure it matches exactly the name of a stage in the deal's own pipeline.

Troubleshooting

If the node skips itself without moving anything, confirm there's a deal to update (directly, or via the linked board item) and that the stage you specified belongs to the deal's own pipeline.