New Community Node: Close CRM Integration - Comprehensive Sales Automation

Feature Requests Nodes
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Hey N8N community! :waving_hand:

I’m excited to share n8n-nodes-close-crm - a comprehensive community node that brings powerful Close CRM
integration to your N8N workflows.

:bullseye: What is Close CRM?

Close CRM is a sales-focused CRM built for high-growth companies that need to scale their sales operations
efficiently. If you’re managing leads, opportunities, and sales activities, this integration can supercharge your
workflows.

:sparkles: What makes this node special?

Complete CRUD Operations

Unlike basic integrations, this node provides full Create, Read, Update, Delete operations for:

  • Leads (with enhanced contact details, addresses, custom fields)
  • Opportunities (with user assignment, confidence tracking, value periods)
  • Tasks, Notes, Calls, Emails, SMS, Meetings
  • Lead & Opportunity Status management
  • Custom Activities

Smart Triggers :bell:

Real-time workflow automation with polling triggers:

  • New leads in specific SmartViews or statuses
  • Opportunity status changes
  • Task creation/completion
  • Custom activity publishing

Enhanced Features :high_voltage:

  • User Assignment Dropdowns: Assign tasks and opportunities to specific Close users
  • Advanced Filtering: Find exactly what you need with detailed search parameters
  • Bulk Operations: Efficient bulk updates for tasks and other activities
  • Rich Content Support: HTML emails, SMS with attachments, meeting transcripts
  • Complete Address Management: Full address fields for lead creation

:hammer_and_wrench: Installation

Super easy via Community Nodes:

  1. Go to Settings > Community Nodes
  2. Install n8n-nodes-close-crm
  3. Start automating! :tada:

:light_bulb: Real-world Use Cases

Lead Nurturing Pipeline:
Trigger: New Lead in SmartView “Hot Prospects”
→ Create follow-up task assigned to sales rep
→ Send personalized email
→ Create calendar meeting
→ Update opportunity with confidence score

Sales Reporting Automation:
Trigger: Opportunity Status Change to “Won”
→ Log celebratory call activity
→ Create thank-you email
→ Update lead with win notes
→ Trigger Slack notification to team

:bar_chart: Current Status

  • Version 1.0.26 (actively maintained)
  • 144/144 tests passing :white_check_mark:
  • Comprehensive API coverage
  • Production-ready

:bullseye: Perfect for:

  • Sales teams automating lead management
  • Customer success workflows
  • Sales reporting and analytics
  • CRM data synchronization
  • Lead scoring and nurturing campaigns

:link: Links

Questions? Issues? Feature requests?
Drop them in the GitHub issues or reply here! Always happy to help the community build better sales automation
workflows.

Who else is using Close CRM with N8N? Would love to hear about your use cases! :thinking: