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Interact with Close.com CRM

Overview

This node integrates with the Close.com CRM platform to perform various operations on CRM resources. Specifically, for the Opportunity resource and the Delete operation, it allows users to delete an existing opportunity by specifying its unique ID. This is useful in scenarios where opportunities are no longer relevant or were created in error and need to be removed from the CRM system.

Practical examples include:

  • Automatically cleaning up outdated or lost sales opportunities.
  • Removing duplicate opportunities during data synchronization processes.
  • Managing pipeline hygiene by deleting opportunities that have been cancelled or abandoned.

Properties

Name Meaning
Opportunity ID The unique identifier of the opportunity to delete. This is a required string input.

Output

The node outputs JSON data representing the result of the delete operation for each input item processed. Typically, this will include confirmation of deletion or details about the deleted opportunity as returned by the Close.com API.

If an error occurs during deletion (e.g., invalid ID or permission issues), the output JSON will contain an error field describing the problem, provided the node is configured to continue on failure.

The node does not output binary data.

Dependencies

  • Requires an active connection to the Close.com CRM API.
  • Needs an API authentication token credential configured in n8n to authorize requests.
  • The node depends on internal HTTP client utilities to communicate with Close.com endpoints.

Troubleshooting

  • Common Issues:

    • Invalid or missing Opportunity ID: Ensure the ID provided corresponds to an existing opportunity in Close.com.
    • Permission errors: Verify that the API key used has sufficient rights to delete opportunities.
    • Network or API downtime: Check connectivity and Close.com service status.
  • Error Messages:

    • "The resource "opportunity" is not known!": This indicates a misconfiguration in the resource parameter; ensure "Opportunity" is selected.
    • Errors returned from the API will appear in the output under an error field if "Continue On Fail" is enabled. Review these messages for specific causes like invalid IDs or authorization failures.

Links and References

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