Actions79
- Lead Status Actions
- Pipeline Actions
- Template Actions
- Lead Actions
- Contact Actions
- Activity Actions
- Meeting Search Actions
- Opportunity Actions
- Opportunity Status Actions
- Integration Link Actions
- Smart View Actions
- Comment Actions
- Email Template Actions
- Task Actions
- User Actions
- Custom Field Actions
Overview
This node integrates with the Close.com CRM platform, specifically allowing users to create new lead statuses within their Close.com account. Lead statuses are labels that categorize or track the progress of leads in the sales pipeline. This operation is useful for sales teams who want to customize and organize their lead management process by defining meaningful status labels and optionally assigning colors to them.
Practical examples:
- Creating a new lead status called "Contacted" with a green color to indicate leads that have been reached out to.
- Adding a status "Qualified" with a blue color to mark leads that meet certain criteria.
- Defining custom statuses to match unique sales workflows, such as "Needs Follow-up" or "Demo Scheduled".
Properties
| Name | Meaning |
|---|---|
| Label | The name or label of the lead status to be created. This is a required string value. |
| Additional Fields | Optional additional settings for the lead status: |
| - Color | The color associated with the lead status, specified in hex format (e.g., #FF0000). |
Output
The node outputs JSON data representing the newly created lead status object returned from the Close.com API. This typically includes fields such as the ID, label, color, and other metadata about the lead status.
No binary data output is involved.
Dependencies
- Requires an active connection to Close.com via an API key credential configured in n8n.
- The node uses Close.com's REST API endpoints to perform operations.
- Proper API permissions are needed to create lead statuses in the Close.com account.
Troubleshooting
- Common issues:
- Missing or invalid API credentials will cause authentication errors.
- Providing an empty or missing label will result in validation errors since the label is required.
- Network connectivity problems can prevent communication with the Close.com API.
- Error messages:
"The resource "leadStatus" is not known!"— indicates an unsupported resource was selected; ensure "Lead Status" is chosen.- API error responses may include details about invalid input or permission issues; verify the label and color formats and API user permissions.
- Resolutions:
- Double-check API credentials and permissions.
- Ensure all required fields, especially the label, are provided.
- Validate color codes are in proper hex format if used.