Close icon

Close

Interact with Close.com CRM

Overview

This node integrates with the Close.com CRM platform, specifically allowing operations on various CRM resources. For the Opportunity resource with the Get operation, it retrieves detailed information about a specific sales opportunity by its ID. This is useful for workflows that need to fetch up-to-date data on an opportunity to make decisions, update records, or trigger other actions based on opportunity details.

Practical examples:

  • Fetching opportunity details to display in a dashboard.
  • Retrieving opportunity data before updating related records.
  • Using opportunity fields to trigger conditional logic in automation.

Properties

Name Meaning
Opportunity ID The unique identifier of the opportunity to retrieve. Required for the Get operation.
Additional Fields Optional collection to specify extra parameters:
- Fields Comma-separated list of specific fields to include in the response (e.g., "name,status").

Output

The node outputs JSON data representing the requested opportunity's details as returned by the Close.com API. The structure includes all standard and optionally requested fields of the opportunity record.

  • The output JSON contains key-value pairs corresponding to the opportunity's properties such as ID, name, status, value, close date, and any custom fields if requested.
  • No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to Close.com CRM 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 read opportunity data.

Troubleshooting

  • Common issues:

    • Invalid or missing Opportunity ID will cause errors.
    • Insufficient API permissions may result in authorization errors.
    • Network connectivity problems can cause request failures.
  • Error messages:

    • "The resource "opportunity" is not known!" — indicates a misconfiguration or unsupported resource selection.
    • API errors from Close.com (e.g., 404 Not Found) typically mean the opportunity ID does not exist.
  • Resolutions:

    • Verify the Opportunity ID is correct and exists in Close.com.
    • Ensure the API key credential has read access to opportunities.
    • Check network connectivity and API endpoint availability.

Links and References

Discussion