Description

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📖 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: 1.7.0 – Adds user attribution, date backdating, missing contact types, and add/remove actions for multi-value custom fields.

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 1.7.1

• Fix: Lead and Contact custom field dropdowns (Choice, User, Contact) now correctly refresh their options when you switch the Close CRM credential, instead of showing stale values from the previous account.
• Dependency updates: Bumped @types/node, @typescript-eslint/*, eslint, eslint-plugin-n8n-nodes-base, @swc/core, and prettier to their latest compatible versions.
• Quality: 197 tests green across 5 suites. All checks green: tsc, eslint, jest, npm run build.

See the CHANGELOG for complete version history.

🚀 Installation

Option 1: n8n Community Nodes (Recommended)

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.

Option 2: npm (Manual Installation)

For n8n instances running with npm:

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

Option 3: Docker

Method A: Add to docker-compose.yml

environment:
  - N8NCOMMUNITYPACKAGES=n8n-nodes-close-crm

Method B: Install in running container

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

✨ Features

📋 Core Resources

Lead Management
| 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
✨ Null/undefined values are removed from outgoing lead payloads before API calls
Lead Status Management

| 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 |

Contact Management
| 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
✨ Null/undefined values are removed from outgoing contact payloads before API calls
Opportunity Management
| 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)
Opportunity Status Management

| 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 |

Task 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

Communication Activities (Note, Call, Email, Meeting, SMS)
Note Activities
Create (plain text or rich HTML with Portable Text conversion)
Delete, Find, Get, Update
✨ Enhanced usernotehtml 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
Custom Activities
| 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:

At startup, the trigger verifies the registered Close webhook URL against the current n8n webhook URL. If the URL changed, the webhook is recreated automatically so deliveries continue to the correct endpoint. If Close marks a webhook as paused, the node reactivates it in place instead of recreating it, preserving the webhook ID and signature key.

Lead Triggers
Lead Created
Lead Updated
Lead Deleted
Lead in New Status (status change)
Contact Triggers
Contact Created
Contact Updated
Contact Deleted
Opportunity Triggers
Opportunity Created
Opportunity Updated
Opportunity Deleted
Opportunity Status Change
Task Triggers
Task Created
Task Updated
Task Deleted
Task Completed
Activity Triggers
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
System & Admin Triggers
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

Create a Lead with Full Contact Information

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"

Find a Specific Lead

Resource: Lead
Operation: Find
Lead ID: lead_abc123

Create a Contact with Multiple Communication Channels

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"

List Contacts for a Lead

Resource: Contact
Operation: List
Return All: false
Limit: 50
Filters:
  Lead ID: lead_abc123

Create an Opportunity with Advanced Fields

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"

Search Opportunities with Filters

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"

Create a Task with Assignment

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

Search Custom Activities

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

Trigger: Monitor Opportunity Status Changes

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

Trigger: Monitor New Tasks

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! Please review our Contributing Guide before opening a pull request, and follow our 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

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