n8n-nodes-close-crm

A powerful n8n community node for Close CRM integration

What's New • Installation • Features • Credentials • Usage Examples • Resources

📖 About

This n8n community node provides comprehensive integration with Close CRM, a sales CRM built for high-growth companies that need to scale their sales operations.

Current Version: 1.5.0 - Now with full Contact resource support, enhanced lead contact handling, HTML to Portable Text conversion, advanced filtering options, and improved custom field support!

What is n8n? n8n is a fair-code licensed workflow automation platform that lets you connect different services and automate tasks.

🆕 What's New in 1.5.0

• Contact Resource Operations: Full CRUD support for contacts (Create, List, Get, Update, Delete)
• Contact Custom Fields: Complete custom field support for all contact operations
• Enhanced Contact Management: Create and manage contacts with emails, phones, URLs, and custom fields
• Flexible Filtering: List contacts by lead ID or search query with pagination support

See the CHANGELOG for complete version history.

🚀 Installation

1. Navigate to Settings > Community Nodes in your n8n instance
2. Click Install
3. Enter n8n-nodes-close-crm as the package name
4. Agree to the risks of using community nodes
5. Click Install

✅ After installation, the Close CRM node will appear in your node palette.

For n8n instances running with npm:

cd ~/.n8n/nodes
npm install n8n-nodes-close-crm

Method A: Add to docker-compose.yml

environment:
  - N8N_COMMUNITY_PACKAGES=n8n-nodes-close-crm

Method B: Install in running container

docker exec -it n8n npm install n8n-nodes-close-crm

✨ Features

📋 Core Resources

| Operation | Description | |-----------|-------------| | Create | Create leads with enhanced contact details, address information, and custom fields | | Delete | Remove existing leads | | Find | Direct lookup by Lead ID for detailed information | | Merge | Combine two leads into one | | Update | Modify lead information including contacts, address fields, URL, and custom fields with preservation of existing contacts |

Enhanced Features:

• ✨ Preserve existing contacts on update operations
• ✨ Support for contacts and address fields in lead updates
• ✨ HTML to Portable Text format conversion for rich text fields

| Operation | Description | |-----------|-------------| | Create | Create new lead statuses (active, won, lost) | | Delete | Remove lead statuses (ensures no dependencies) | | List | View all lead statuses for your organization | | Update | Rename and modify lead statuses |

| Operation | Description | |-----------|-------------| | Create | Create contacts with name, title, emails, phones, URLs, and custom fields | | Delete | Remove existing contacts | | Get | Fetch a single contact by ID with all details | | List | Search contacts with filters (lead ID, query) and pagination | | Update | Modify contact information including emails, phones, URLs, and custom fields |

Features:

• ✨ Full custom field support (text, number, date, choice, user fields)
• ✨ Multiple emails, phones, and URLs per contact
• ✨ Flexible filtering by lead ID or search query
• ✨ Pagination support for large contact lists

| Operation | Description | |-----------|-------------| | Create | Create opportunities with assigned user, confidence, value period, close date | | Delete | Remove existing opportunities | | Find | Advanced filtering by ID, user, confidence, value period, close date, and status type | | Update | Modify opportunity details including status, value, and notes |

Enhanced Features:

• ✨ Status type parameter for enhanced opportunity filtering (Active, Won, Lost)

| Operation | Description | |-----------|-------------| | Create | Create opportunity statuses with pipeline support | | Delete | Remove statuses (ensures no dependencies) | | List | View all opportunity statuses | | Update | Rename and modify statuses with pipeline management |

| Operation | Description | |-----------|-------------| | Create | Create tasks with user assignment dropdown | | Delete | Remove task activities | | Find | Advanced filtering by type, lead, view, etc. | | Get | Fetch a single task activity | | Update | Modify task details including completion status | | Bulk Update | Update multiple tasks with filtering |

Enhanced Features:

• ✨ Improved date filter display names for better clarity

📞 Activity Management

Note Activities

• Create (plain text or rich HTML with Portable Text conversion)
• Delete, Find, Get, Update
• ✨ Enhanced user_note_html field support
• ✨ Automatic plain text to Portable Text format conversion

Call Activities

• Create (log calls made outside Close VoIP)
• Delete, Find, Get, Update (including notes and outcomes)

Email Activities

• Create (draft, send, schedule, or log)
• Delete, Find, Get, Update (modify drafts or change status)

Meeting Activities

• Delete, Find (with activity_at date filters)
• Get (with optional transcripts)
• Update (including notes and outcomes)
• ✨ Improved date filter display names for better clarity

SMS Activities

• Create (draft, send, schedule, or log with MMS support)
• Delete, Find, Get, Update
• ✨ Improved date filter display names for better clarity

| Operation | Description | |-----------|-------------| | Create | Create custom activities with custom fields and status | | Delete | Remove custom activities | | Find | Search by Lead ID, Custom Activity ID, or date filters | | Get | Fetch a single custom activity with details | | Update | Modify custom activity details and custom fields |

Enhanced Features:

• ✨ Status field support for custom activities
• ✨ Comprehensive rich text field support with HTML formatting
• ✨ Portable Text conversion for rich text custom fields
• ✨ Enhanced compatibility for multiple value fields
• ✨ Improved HTML wrapping for rich text content

🔔 Workflow Triggers (Webhooks)

The Close CRM Trigger node provides comprehensive webhook-based triggers with secure signature verification. You can monitor events for:

• Lead Created
• Lead Updated
• Lead Deleted
• Lead in New Status (status change)

• Contact Created
• Contact Updated
• Contact Deleted

• Opportunity Created
• Opportunity Updated
• Opportunity Deleted
• Opportunity Status Change

• Task Created
• Task Updated
• Task Deleted
• Task Completed

Custom Activity:

• Custom Activity Created
• Custom Activity Updated
• Custom Activity Deleted

Email:

• Email Created
• Email Updated
• Email Deleted
• Email Template Created
• Email Template Updated
• Email Template Deleted

Meeting:

• Meeting Created
• Meeting Updated
• Meeting Deleted

Call:

• Call Created
• Call Updated
• Call Deleted

SMS:

• SMS Created
• SMS Updated
• SMS Deleted

Export:

• Export Started
• Export Completed
• Export Failed

Bulk Actions:

• Bulk Delete, Edit, Email, Sequence Subscription (Started, Completed, Failed)

Account Setup:

• Custom Field Changes (Lead, Contact, Opportunity, Activity)
• Custom Activity Type Changes
• Status Changes (Lead, Opportunity)
• Membership Changes (Activated, Deactivated)
• Group Changes (Created, Updated, Deleted)
• Saved Search Changes (Created, Updated)
• Phone Number Changes (Created, Updated, Deleted)

Security: All webhook triggers include robust signature verification to ensure authenticity and prevent unauthorized access.

🔐 Credentials

Quick Setup:

1. 🔑 Get your API key from Close CRM account settings
2. ➕ Create new credentials in n8n using the "Close API" credential type
3. 📝 Paste your API key

⚙️ Compatibility

| Requirement | Version | |-------------|---------| | n8n | 0.200.0 or higher | | Node.js | 18.10 or higher |

📚 Usage Examples

Resource: Lead
Operation: Create
Name: "Acme Corporation"

Additional Fields:
  Description: "B2B SaaS company"
  URL: "https://acme.com"
  Status: "Qualified"

Contacts:
  Name: "John Smith"
  Office Email: "[email protected]"
  Office Phone: "+1-555-0123"
  Mobile Phone: "+1-555-0124"

Address:
  Street: "123 Main St"
  City: "San Francisco"
  State: "CA"
  ZIP Code: "94105"
  Country: "United States"

Resource: Lead
Operation: Find
Lead ID: lead_abc123

Resource: Contact
Operation: Create
Lead ID: lead_abc123

Additional Fields:
  Name: "Jane Doe"
  Title: "VP of Sales"

  Emails:
    - Type: Office
      Email: "[email protected]"
    - Type: Personal
      Email: "[email protected]"

  Phones:
    - Type: Office
      Phone: "+1-555-0123"
    - Type: Mobile
      Phone: "+1-555-0124"

  URLs:
    - Type: LinkedIn
      URL: "https://linkedin.com/in/janedoe"

Resource: Contact
Operation: List
Return All: false
Limit: 50

Filters:
  Lead ID: lead_abc123

Resource: Opportunity
Operation: Create
Lead ID: lead_abc123

Additional Fields:
  Status: "Qualified"
  Assigned to User: "John Doe"
  Confidence: 75
  Value: 50000
  Value Period: "Annual"
  Close Date: "2024-03-15"
  Note: "High-priority prospect"

Resource: Opportunity
Operation: Find

# Direct lookup by ID
Opportunity ID: oppo_abc123

# OR filter by criteria
Lead ID: lead_abc123
Assigned to User: "John Doe"

Filters:
  Confidence: 80
  Value Period: "Monthly"
  Close Date: "2024-12-31"

Resource: Task
Operation: Create
Lead ID: lead_abc123
Text: "Follow up on proposal"
Date: 2024-01-15T10:00:00Z
Assigned To: "John Doe"

Resource: Custom Activity
Operation: Find
Lead ID: lead_abc123
Custom Activity ID: custom_abc123
Date Created: 2024-01-01T00:00:00Z

Trigger: Opportunity in new Status
Opportunity Status: "Negotiating"
# Leave empty to monitor all status changes

Trigger: New Task
Task Type: "New Tasks Only"
# Options: All Tasks, New Tasks Only, Completed Tasks Only

📖 Resources

• 📘 n8n Community Nodes Documentation
• 🔧 Close CRM API Documentation
• 🌐 Close CRM Website

🤝 Contributing

We welcome contributions! Here's how to get started:

1. 🍴 Fork the repository
2. 🌿 Create your feature branch: git checkout -b feature/amazing-feature
3. 💾 Commit your changes: git commit -m 'Add amazing feature'
4. 📤 Push to the branch: git push origin feature/amazing-feature
5. 🔀 Open a Pull Request

💬 Support

Need help?

• 🐛 Check GitHub Issues
• ➕ Create a new issue with detailed information about your setup
• 📝 Include error messages, screenshots, and steps to reproduce

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• n8n - For the amazing workflow automation platform
• Close CRM - For their comprehensive API
• The n8n Community - For their continuous support and contributions

Made with ❤️ for the n8n community

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