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- Update Lead
ActionSalesforceUpdated May 2026
How do I update a Salesforce Lead?
Short answer: Drop the "Salesforce → Update Lead" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
Lead ID lead_id | string | Required | The Lead ID assigned by Salesforce. Find via the corresponding list/search operation in this app. Use the exact ID, not a name or label. |
First Name FirstName | string | Optional | Contact's first (given) name. |
Last Name LastName | string | Optional | Contact's last (family) name. |
Company Company | string | Optional | — |
Email Email | string | Optional | The email address. Used as the recipient or identifier depending on context. |
Phone Phone | string | Optional | Phone number in E.164 format (with country code, no spaces). |
Status Status | string | Optional | — |
Rating Rating | string | Optional | — |
Sample request
{"lead_id": "00Q5e...","FirstName": "e.g. Jane","LastName": "e.g. Doe","Company": "{{trigger.Company}}","Email": "e.g. user@example.com"}
Returns
{"id": "{{inputs.lead_id}}"}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Update Lead.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Update Lead.
What does the Update Lead action do in Salesforce?
Updates fields on an existing Salesforce Lead record (status, source, score, custom fields). Used to reflect enrichment or activity from another system.
What inputs does Update Lead require?
Required: Lead ID. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Salesforce returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Update Lead support batch operations?
Yes. Run Update Lead inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.
More actions
Other Salesforce actions.
Action
Convert Lead
Converts a Salesforce Lead into an Account, Contact, and (optionally) Opportunity, following standard SFDC lead-conversion rules. Used at the SQL/handoff step in your funnel automation.
ActionCreate Account
Creates a new Account (company) record in Salesforce with name, website, industry, owner, and any custom fields. Used to mirror your CRM's source-of-truth accounts into SFDC.
ActionCreate Contact
Creates a new Contact record in Salesforce with name, email, phone, account, owner, and any custom fields. The default write action for piping inbound leads into SFDC.
ActionCreate Note
Creates a Note linked to a parent Salesforce record (Account, Contact, Lead, Opportunity, etc.) with title and body. Used for AI summary notes or pulling context from external systems.
ActionFind Contact by Email
Convenience search that finds a Salesforce Contact by exact email match. The standard upsert lookup before deciding to create or update.
ActionGet Account
Retrieves a Salesforce Account by ID with all of its standard and custom fields. The standard read after a trigger fires with an account ID.
Send update lead from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.