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

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

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

Enhanced Features:

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

Enhanced Features:

• ✨ Improved date filter display names for better clarity

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

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

• 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)

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: "john@acme.com"
  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: "jane.doe@acme.com"
    - Type: Personal
      Email: "jane@example.com"

  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