n8n + Close Integration: 5 Powerful Workflows for Sales Teams

A powerful n8n and Close integration is the key to unlocking a fully automated, highly efficient sales machine. While Close CRM is excellent for managing customer relationships, connecting it to n8n allows you to eliminate manual data entry, streamline lead management, and ensure your sales team can focus on what they do best: selling. By automating the busywork, you reclaim hours every week, prevent leads from slipping through the cracks, and gain a real-time view of your sales pipeline.

This guide will walk you through five essential workflows you can build today. From automatically creating leads to syncing contacts and sending critical notifications, these automations form the foundation of a scalable sales process. All workflows are built using n8n's visual, low-code interface, and can be run reliably on a managed instance from n8nautomation.cloud, starting at just $7/month.

Setup Your Close Integration in n8n

Before building workflows, you need to connect your Close account to n8n. This is done by creating a credential in n8n using your Close API Key.

1. Find your Close API Key:
   • Log in to your Close account.
   • Go to Settings > Your Profile > API Keys.
   • Click "+ New API Key", give it a descriptive name (e.g., "n8n Integration"), and copy the key.
2. Create n8n Credentials:
   • In your n8n instance, go to the "Credentials" section from the left-hand menu.
   • Click "Add Credential", search for "Close", and select it.
   • Give your credential a name, paste the API key you copied into the `API Key` field, and click "Save".

That's it! Your n8n instance can now securely communicate with your Close account.

Workflow 1: Create Leads From Website Forms

Manually creating leads from form submissions is a common bottleneck. This workflow instantly captures submissions from website forms (like Typeform, Jotform, or a simple Webflow form) and creates a new lead in Close, ensuring zero lead leakage.

Nodes Used:

• Webhook Node: To receive data from your form.
• Close Node: To create the new lead.

Step-by-Step Guide:

1. Start your workflow with the Webhook node. A unique URL will be generated. Copy this URL and paste it into the webhook or integration setting of your form provider.
2. Submit a test form to send sample data to your Webhook node. This gives n8n a data structure to work with.
3. Add a Close node. Select the Close credential you just created.
4. Set the `Resource` to `Lead` and the `Operation` to `Create`.
5. Map the data from your Webhook node to the Close node fields. For the `Name` field, click the gears icon, select "Add Expression", and use an expression like {{ $json.body.name }} or whatever field your form uses for the company/lead name. Do the same for contact details like email and phone.
6. Activate your workflow. Now every new form submission will automatically generate a new lead in your Close pipeline, ready for your sales team to engage.

Workflow 2: Sync Contacts With Your Email Platform

Keeping your sales and marketing lists aligned is crucial for targeted campaigns. This workflow automatically adds new Close contacts to your email marketing platform (like Mailchimp, ConvertKit, or Brevo) when they are created.

Nodes Used:

• Close Trigger Node: To start the workflow when a new contact is created.
• Mailchimp/ConvertKit/Brevo Node: To add the contact to your email list.

Step-by-Step Guide:

1. Start with the Close Trigger node. Select your Close credentials.
2. Set the `Event` to `Contact Created`. This will make the workflow run every time a new contact is added in Close.
3. Fetch test data to ensure the node is configured correctly.
4. Add the node for your email marketing tool (e.g., Mailchimp).
5. Set the operation to add a subscriber to a list. For the Mailchimp node, this would be `Member` > `Create/Update`.
6. Select the audience or list you want to add them to.
7. Map the email address from the Close Trigger node's output (e.g., {{ $json.email_addresses[0].email }}) to the email field in the Mailchimp node. You can also map first and last names for personalization.
8. Activate the workflow. Your sales CRM and marketing list will now stay perfectly in sync.

Workflow 3: Automate Follow-Up Tasks for New Opportunities

Ensure no opportunity is forgotten by automatically creating follow-up tasks when a deal enters a specific stage. This helps sales reps stay organized and prioritize their time effectively.

Nodes Used:

• Close Trigger Node: To detect when an opportunity's status changes.
• IF Node: To check if the opportunity is in the target stage.
• Close Node: To create a new task.

Step-by-Step Guide:

1. Add a Close Trigger node and set the `Event` to `Opportunity Updated`.
2. Add an IF node connected to the trigger. This node will filter the updates.
3. Set the condition in the IF node to check the opportunity's status. For the `Value 1` field, use an expression to reference the new status from the trigger node, like {{ $json.status_label }}. Set `Operation` to `Equal`, and `Value 2` to the name of the stage that should trigger the task (e.g., "Proposal Sent").
4. Connect a Close node to the `true` output of the IF node.
5. In this Close node, set `Resource` to `Task` and `Operation` to `Create`.
6. In the `Text` field, write the task description, such as "Follow up on proposal". You can use data from the trigger node to make it specific, e.g., Follow up on proposal for {{ $json.lead_name }}.
7. Assign the task to a specific user or the opportunity's owner using the `Assigned To User ID` field.
8. Activate the workflow to keep your sales team on top of every deal.

Workflow 4: Get Slack Notifications for High-Value Leads

This powerful n8n Close integration workflow keeps your team instantly informed about big opportunities. It monitors for new leads and sends a notification to a Slack channel if the lead meets certain criteria, such as coming from a large company or a specific industry.

Nodes Used:

• Close Trigger Node: To trigger on new leads.
• IF Node: To filter for high-value leads.
• Slack Node: To send the notification.

Step-by-Step Guide:

1. Start with a Close Trigger node with the `Event` set to `Lead Created`.
2. Add an IF node. You can set conditions based on custom fields you have in Close. For example, if you have a `Company Size` custom field, you could set `Value 1` to {{ $json.custom['Company Size'] }}, `Operation` to `Larger Equal`, and `Value 2` to `100`.
3. Connect a Slack node to the `true` output of the IF node. Authenticate your Slack account.
4. Choose the channel you want to post the message to (e.g., `#sales-wins`).
5. Craft your message in the `Text` field. You can include rich information from the Close lead. For example: :tada: New high-value lead! Lead Name: {{ $json.display_name }}. Website: {{ $json.url }}.
6. Enable your workflow. Your team will now get instant alerts, enabling faster response times for your most important leads. Running this on a dedicated instance from n8nautomation.cloud ensures your notifications are delivered instantly, 24/7.

Workflow 5: Log Email Communications Automatically

Stop wasting time copy-pasting emails. This workflow monitors an email inbox for replies from known leads and automatically logs the communication as an activity in Close. This gives a full picture of all interactions without the manual effort.

Nodes Used:

• Email Trigger (IMAP/Gmail): Starts the workflow on a new email.
• Close Node (Search): To find the corresponding lead/contact in Close.
• IF Node: To check if a matching lead was found.
• Close Node (Create Activity): To log the email.

Step-by-Step Guide:

1. Start with an email trigger node, such as the IMAP Email node. Configure it to connect to your sales inbox and trigger on new messages.
2. Add a Close node. Set `Resource` to `Lead` and `Operation` to `Search`. In the `Email` search field, use an expression to get the sender's email from the trigger node: {{ $json.from.address }}.
3. Add an IF node to check if the previous step found a lead. Set the condition to check if the output from the Close search node is not empty.
4. Connect a new Close node to the `true` output. Set `Resource` to `Activity` and `Operation` to `Create (Email)`.
5. In the `Lead ID` field, map the ID of the lead found in the search step: {{ $json[0].id }}.
6. Map the email subject and body from the trigger node into the `Subject` and `Body Plain` fields in the Close node.
7. Activate the workflow to have a complete, automated communication log right inside your CRM.