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n8n-nodes-close-crm

n8n        Close CRM

A powerful n8n community node for Close CRM integration

npm version License

What's New • Installation • Features • Credentials • Usage Examples • Resources • Contributing • 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 is a fair-code licensed workflow automation platform that lets you connect different services and automate tasks.

🆕 What's New in 1.7.0

  • User Attribution: All activity resources (Lead, Contact, Note, Call, Email, SMS, Custom Activity) now have a User field. Set user_id to post or update an activity as a specific team member — e.g. log a call on behalf of a colleague whose appointment was booked via automation.
  • Date Backdating: Note, Call, Email, SMS, and Custom Activity create operations now expose a Date Created field. Pass any timestamp to set exactly when the activity happened — great for importing historical data or retrying failed workflows without losing the original event time.
  • Complete Email & Phone Types: The email type dropdown now includes Direct, Mobile, Home, Fax, and URL options; the phone type dropdown adds Direct and URL — matching every type available in Close CRM.
  • Add / Remove for Multi-Value Custom Fields: Choice (Multiple), User (Multiple), and Contact (Multiple) custom fields now have an Action selector (Replace / Add / Remove). Use Add or Remove to mutate a single list entry without fetching the current value first.
  • Quality: 194 tests green across 4 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:
  - 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

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
  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

🤝 Contributing

We welcome contributions! Please review our Contributing Guide before opening a pull request, and follow our Code of Conduct when participating in project discussions.

💬 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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