Tool

Update opportunity

Apollo.io Update Opportunity is a powerful tool designed to streamline and enhance the management of sales opportunities within the Apollo.io platform. It allows users to easily update crucial details of their sales deals, ensuring data accuracy and improved sales tracking.

apollo_io

Features

  • Update opportunity details including name, amount, and stage directly within Apollo.io.
  • Set or change the owner of an opportunity to maintain clear responsibility.
  • Modify the closed date to keep sales timelines accurate.
  • Associate opportunities with specific accounts for organized CRM management.
  • Integrate seamlessly with Apollo.io workflows for efficient sales process automation.

Benefits

  • Improve sales data accuracy by regularly updating opportunity information.
  • Enhance team collaboration with clear ownership assignment.
  • Maintain up-to-date sales pipeline visibility for better forecasting.
  • Save time with automated and easy updates integrated in existing workflows.
  • Boost sales performance through better opportunity tracking and management.

Description

Updates a new opportunity in Apollo.io. See the documentation

Parameters

7 parameters

NameTypeDescription
opportunityIdrequiredstring

The ID of the opportunity.

ownerIdstring

Identifier of the user to associate as owner.

namestring

The name of the opportunity.

amountinteger

The amount of money involved in the opportunity/deal.

opportunityStageIdstring

The ID of the current stage.

closedDatestring

The date the opportunity was closed.

accountIdstring

Identifier of the account for this contact

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