# n8n-nodes-close-crm

n8n        Close CRM

**A powerful n8n community node for Close CRM integration** [![npm version](https://badge.fury.io/js/n8n-nodes-close-crm.svg)](https://www.npmjs.com/package/n8n-nodes-close-crm) [![License](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT) [What's New](#-whats-new-in-171) • [Installation](#-installation) • [Features](#-features) • [Credentials](#-credentials) • [Usage Examples](#-usage-examples) • [Resources](#-resources) • [Contributing](#-contributing) • [Code of Conduct](#-code-of-conduct)
--- ## 📖 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](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) 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](CHANGELOG.md) 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: ```bash cd ~/.n8n/nodes npm install n8n-nodes-close-crm ```
Option 3: Docker **Method A:** Add to `docker-compose.yml` ```yaml environment: - N8N_COMMUNITY_PACKAGES=n8n-nodes-close-crm ``` **Method B:** Install in running container ```bash 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 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
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](https://app.close.com/settings/api/) 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 ```yaml 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 ```yaml Resource: Lead Operation: Find Lead ID: lead_abc123 ```
Create a Contact with Multiple Communication Channels ```yaml 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 ```yaml Resource: Contact Operation: List Return All: false Limit: 50 Filters: Lead ID: lead_abc123 ```
Create an Opportunity with Advanced Fields ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml Trigger: Opportunity in new Status Opportunity Status: "Negotiating" # Leave empty to monitor all status changes ```
Trigger: Monitor New Tasks ```yaml Trigger: New Task Task Type: "New Tasks Only" # Options: All Tasks, New Tasks Only, Completed Tasks Only ```
## 📖 Resources - 📘 [n8n Community Nodes Documentation](https://docs.n8n.io/integrations/community-nodes/) - 🔧 [Close CRM API Documentation](https://developer.close.com/) - 🌐 [Close CRM Website](https://close.com/) ## 🤝 Contributing We welcome contributions! Please review our [Contributing Guide](CONTRIBUTING.md) before opening a pull request, and follow our [Code of Conduct](CODE_OF_CONDUCT.md) when participating in project discussions. ## 💬 Support **Need help?** - 🐛 Check [GitHub Issues](https://github.com/m2b-creator/N8N-Close/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](LICENSE) file for details. ## 🙏 Acknowledgments - **[n8n](https://n8n.io/)** - For the amazing workflow automation platform - **[Close CRM](https://close.com/)** - For their comprehensive API - **The n8n Community** - For their continuous support and contributions ---
**Made with ❤️ for the n8n community** [⬆ Back to Top](#n8n-nodes-close-crm)