@adrijanx/n8n-nodes-close

A comprehensive n8n Community Node package for integration with Close.com CRM.

Installation

You have three options to install this node package.

Community Nodes (Recommended)

1. Open n8n and go to Settings > Community Nodes
2. Select Install
3. Enter @adrijanx/n8n-nodes-close and click Install
4. Accept the risks of installing community nodes
5. Select Install and wait for the node to be installed

npm Installation

For self-hosted instances:

cd ~/.n8n/nodes
npm install @adrijanx/n8n-nodes-close

Manual Installation

1. Download the latest release
2. Extract the files to ~/.n8n/nodes/@adrijanx/n8n-nodes-close/
3. Restart n8n

Credentials

You need to configure Close.com API credentials:

1. Go to Close.com and log in
2. Navigate to Settings > API Keys
3. Create a new API key
4. Go to Credentials > Add Credential in n8n
5. Search for Close.com API
6. Enter your API key
7. Test the connection and save

Supported Operations

📧 Lead Management

• Create: Create new leads with contacts and custom fields
• Get: Retrieve individual leads with full details
• Get All: Get all leads with advanced filtering options
• Update: Update lead information and status
• Delete: Delete leads and associated data
• Merge: Merge two leads together

🏷️ Lead Status Management

• Create: Create new lead statuses with custom colors
• Get: Retrieve lead status details
• Get All: List all lead statuses
• Update: Update lead status labels and colors
• Delete: Remove lead statuses

👥 Contact Management

• Create: Add contacts to leads with full contact information
• Get: Retrieve contact details and relationships
• Get All: Get all contacts with advanced filters
• Update: Edit contact information and associations
• Delete: Remove contacts from system

📋 Activity Management

• Create: Create activities (Call, Email, Meeting, Note, SMS, WhatsApp)
• Get: Retrieve activity details and metadata
• Get All: Get all activities with comprehensive filters
• Update: Update activity information and status
• Delete: Delete activities and history

🔍 Meeting Search

• Search: Advanced meeting search with multiple criteria
• Filter: Filter by date, participants, status, and more

💰 Opportunity Management

• Create: Create new opportunities with pipeline assignment
• Get: Retrieve opportunity details and history
• Get All: Get all opportunities with status and pipeline filters
• Update: Update opportunity values, status, and pipeline
• Delete: Delete opportunities and associated data

📊 Opportunity Status Management

• Create: Create opportunity statuses (active/won/lost)
• Get: Retrieve opportunity status details
• Get All: List all opportunity statuses with pipeline info
• Update: Update opportunity status labels
• Delete: Remove opportunity statuses

🔗 Integration Link Management

• Create: Create integration links for external systems
• Get: Retrieve integration link details
• Get All: List all integration links with type filters
• Update: Update link URLs and configurations
• Delete: Remove integration links

🔍 Smart View Management

• Create: Create smart views (saved searches) for leads/contacts
• Get: Retrieve smart view configurations
• Get All: List all smart views with type filters
• Update: Update smart view queries and sharing settings
• Delete: Remove smart views

💬 Comment Management

• Create: Create comments on any Close.com object
• Get: Retrieve individual comments
• Get All: Get comments by object or thread with filters
• Get Thread: Retrieve comment threads
• Get All Threads: List comment threads with filters
• Update: Edit comment content (own comments only)
• Delete: Remove comments (preserves thread structure)

🔄 Pipeline Management

• Create: Create pipelines for organizing opportunity statuses
• Get: Retrieve pipeline details and status organization
• Get All: List all pipelines in organization
• Update: Reorder statuses, rename pipelines, move statuses between pipelines
• Delete: Remove empty pipelines (must have no statuses)

📧 Email Template Management

• Create: Create email templates with HTML/text content
• Get: Retrieve email template details
• Get All: List templates with archive filtering
• Update: Edit template content, sharing, and archive status
• Delete: Remove email templates
• Render: Render templates with dynamic content for specific leads/contacts or search queries

✅ Task Management

• Create: Create and assign tasks with due dates
• Get: Retrieve task details and assignments
• Get All: Get all tasks with status and assignment filters
• Update: Update task status, assignments, and details
• Delete: Delete tasks and history

👤 User Management

• Get: Retrieve user details and permissions
• Get All: List all team members and roles
• Get Me: Get current user information and settings

📄 Template Management (General)

• Create: Create general templates for various purposes
• Get: Retrieve template details and content
• Get All: List all templates with type filters
• Update: Edit template content and settings
• Delete: Delete templates

🔧 Custom Field Management

• Create: Create custom fields for leads, contacts, opportunities, activities
• Get: Retrieve custom field definitions and configurations
• Get All: List all custom fields with type and object filters
• Update: Change custom field configuration and options
• Delete: Remove custom fields (preserves existing data)

🎣 Webhooks & Triggers

• Close Webhook Trigger: Responds to Close.com events
• Supports all Close.com webhook events
• Automatic webhook management

Example Workflows

The package includes pre-built workflow examples:

Basic Lead Management

// Import: examples/close-basic-workflow.json

• Retrieve new leads
• Update lead information
• Add activities to leads

Complete CRM Integration

// Import: examples/close-complete-workflow.json

• Complete lead-to-customer process
• Opportunity management
• Task assignment
• Template usage

Webhook Integration

// Import: examples/close-webhook-example.json

• Real-time event processing
• Automated lead updates
• Cross-system synchronization

Configuration Examples

Basic Lead Creation

{
	"resource": "lead",
	"operation": "create",
	"name": "John Doe",
	"description": "Potential customer from website",
	"additionalFields": {
		"url": "https://example.com",
		"addresses": [
			{
				"address_1": "123 Main St",
				"city": "New York",
				"state": "NY",
				"zipcode": "10001",
				"country": "US"
			}
		]
	}
}

Create Opportunity Status

{
	"resource": "opportunityStatus",
	"operation": "create",
	"label": "Qualified Lead",
	"statusType": "active",
	"additionalFields": {
		"pipelineId": "pipe_123456"
	}
}

Create Smart View for Lead Filtering

{
	"resource": "smartView",
	"operation": "create",
	"name": "High Value Prospects",
	"query": "status:\"Potential\" AND custom_field:\"value\" > 10000",
	"smartViewType": "lead",
	"additionalFields": {
		"shared": true
	}
}

Email Template Creation and Rendering

{
	"resource": "emailTemplate",
	"operation": "create",
	"name": "Welcome Email",
	"subject": "Welcome {{lead.name}}!",
	"bodyHtml": "<h1>Welcome {{lead.name}}!</h1><p>Thank you for your interest in our services.</p>",
	"additionalFields": {
		"bodyText": "Welcome {{lead.name}}! Thank you for your interest in our services.",
		"isShared": true
	}
}

Render Email Template

{
	"resource": "emailTemplate",
	"operation": "render",
	"templateId": "tmpl_123456",
	"renderMode": "singleLeadContact",
	"leadId": "lead_123456",
	"contactId": "cont_123456"
}

Create Pipeline with Status Organization

{
	"resource": "pipeline",
	"operation": "create",
	"name": "Sales Pipeline",
	"additionalFields": {
		"statuses": [{ "id": "stat_123456" }, { "id": "stat_789012" }]
	}
}

Add Comment to Lead

{
	"resource": "comment",
	"operation": "create",
	"objectId": "lead_123456",
	"body": "Follow-up call scheduled for next week. Customer showed strong interest in our premium package."
}

Create Integration Link

{
	"resource": "integrationLink",
	"operation": "create",
	"name": "View in Analytics",
	"url": "https://analytics.company.com/lead/{{lead.id}}",
	"type": "lead"
}

Advanced Lead Filtering

{
	"resource": "lead",
	"operation": "getAll",
	"returnAll": false,
	"limit": 50,
	"additionalFields": {
		"query": "status:new AND created:\"2024-01-01\" AND email:*@gmail.com",
		"fields": "id,name,status_label,date_created"
	}
}

Advanced Features

🎯 Smart Views (Saved Searches)

Create and manage saved search queries for leads and contacts:

• Advanced Filtering Syntax: Use Close.com's powerful query language
• Shared Views: Share smart views across your organization
• Lead & Contact Views: Separate views for different object types
• Dynamic Queries: Support for date ranges, custom fields, and complex logic

🔗 Integration Links

Create dynamic links to external systems:

• Variable Substitution: Use {{lead.id}}, {{contact.id}}, {{opportunity.id}}
• Multiple Types: Links for leads, contacts, and opportunities
• External Integrations: Connect to analytics, support, or other CRM systems

📧 Email Template Rendering

Advanced email template functionality:

• Dynamic Content: Automatic variable replacement with lead/contact data
• Two Render Modes: Single lead/contact or bulk rendering from search queries
• HTML & Text: Support for both HTML and plain text email bodies
• Bulk Operations: Render templates for multiple leads from search results

💬 Comment System

Rich commenting system with thread support:

• Object Comments: Comment on any Close.com object (leads, contacts, opportunities, etc.)
• Thread Management: Automatic thread creation and management
• Rich Text: Support for formatted text and mentions
• Permissions: Edit own comments, view all accessible comments

🔄 Pipeline Management

Organize opportunity statuses into logical workflows:

• Status Organization: Group opportunity statuses by team or process
• Flexible Management: Reorder statuses, move between pipelines
• Team Workflows: Separate pipelines for sales, services, support
• Status Migration: Move statuses between pipelines without data loss

🏷️ Status Management

Complete control over lead and opportunity statuses:

• Custom Colors: Visual differentiation with color coding (lead statuses)
• Status Types: Active, won, lost categories (opportunity statuses)
• Pipeline Integration: Opportunity statuses work with pipeline organization
• Lifecycle Management: Create, update, and remove statuses safely

Rate Limiting

Close.com API has rate limits:

• 240 requests per minute for read operations
• 120 requests per minute for write operations

The node implements automatic rate limiting and retry logic.

Error Handling

The node provides comprehensive error handling:

• Automatic retry on temporary failures
• Detailed error messages
• Graceful handling of rate limits
• Input parameter validation

Debugging

For debug information:

1. Set n8n log level to debug
2. Check n8n logs for detailed API calls
3. Use the "Test" function in credentials

Contributing

Contributions are welcome! Please:

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a pull request

Testing

npm run test

Building

npm run build

Resources

Close.com API Documentation

• Close.com API Documentation
• Lead Management
• Contact Management
• Activity Management
• Opportunity Management
• Opportunity Statuses
• Lead Statuses
• Pipelines
• Smart Views
• Comments
• Integration Links
• Email Templates
• Webhooks Guide

n8n Documentation

• n8n Node Development
• n8n Community Nodes
• n8n Workflow Examples

License

MIT

Support

• 📚 Documentation
• 💬 Community Forum
• 🐛 Bug Reports

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