Update

The Update Organization (update) operation allows modifying the data of an organization already registered in the system, ensuring information is always correct and up to date.

🎯 What does this operation do?

This operation edits the details of an existing organization, allowing you to update: ✅ Organization name ✅ CNPJ ✅ Address, phones and emails ✅ Organization owner ✅ Custom tags ✅ Company status in the sales funnel

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📂 How to Configure the "Update" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to update an organization.

2. Add the Organizations block.

3. In right side panel, select the operation "Update".

2️⃣ Fill in the Required Fields

• Organization ID (Required field) → Unique identifier of the organization that will be updated.

• Organization Name → If you want to change the company name, provide the new name.

3️⃣ Add Additional Information (Optional)

• CNPJ → Update the CNPJ, if necessary.

• About → Modify the organization's description.

• Address → Edit details such as ZIP code, street, number, city and state.

• Phones → Update or add new phone numbers.

• Emails → Edit or enter a new contact email.

• Organization Owner → Change the user responsible for the organization.

• Tags → Add or remove targeting tags.

• Customer Status → Choose between:

  • Prospect

  • Engaged

  • In Negotiation

  • Active Customer

  • Inactive Customer

  • Advocate

  • Lost

  • Not Qualified

4️⃣ Save the Configuration

After filling in the necessary fields, click the button "Save" ✅.

Now, whenever this automation is triggered, the organization will be updated automatically.

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📌 Usage Example in an Automation Flow

📊 Scenario: You want to create a flow where an organization's information is updated whenever a new lead converts into a customer.

1. Block 1 → Capture a qualified lead that closed the deal.

2. Block 2 → Fetch the organization linked to the lead.

3. Block 3 → Update the organization's status to "Active Customer".

Result: 🚀 The company will be updated automatically with the new status!

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🎉 Conclusion

The operation Update Organization in Hablla Studio allows to efficiently and dynamically modify registered company information, ensuring data accuracy in the CRM.

If you need more support, contact our team! 🚀