Overview
This node allows sending SMS messages through the Close CRM platform. It is designed to facilitate communication by sending text messages directly from your workflows, linking each message to specific leads and contacts within Close CRM.
Common scenarios where this node is beneficial include:
- Automated follow-ups with leads or contacts after certain triggers (e.g., form submissions, status changes).
- Sending appointment reminders or notifications.
- Marketing campaigns that involve personalized SMS outreach.
For example, you can use this node to send a welcome SMS to a new lead immediately after they are added to your CRM, ensuring timely engagement.
Properties
| Name | Meaning |
|---|---|
| SMS Text | The content of the SMS message you want to send. |
| Send From | The phone number from which the SMS will be sent. Must exist in Close CRM and include country code (e.g., +1). |
| Send To | The recipient's phone number. Must start with the country code (e.g., +1). |
| Lead ID | The unique identifier of the lead in Close CRM to whom the SMS is associated. |
| Contact ID | The unique identifier of the contact in Close CRM to whom the SMS is associated. |
Output
The node outputs JSON data representing the response from the Close CRM API after attempting to send the SMS. This typically includes details about the SMS message such as its status, IDs, timestamps, and any metadata returned by the API.
If the operation is successful, the output confirms the SMS was queued or sent. If there is an error, the output will contain error information.
The node does not output binary data.
Dependencies
- Requires an active connection to Close CRM via an API key credential configured in n8n.
- The node sends HTTP requests to the Close CRM API endpoint at
https://api.close.com/api/v1/activity/sms. - Proper permissions on the API key are necessary to send SMS messages and access lead/contact data.
Troubleshooting
- Invalid Phone Numbers: Ensure both "Send From" and "Send To" numbers include the correct country code and are valid phone numbers registered in Close CRM.
- Missing Lead or Contact IDs: The node requires valid Lead ID and Contact ID values; otherwise, the API call will fail.
- API Authentication Errors: Verify that the API key credential is correctly set up and has sufficient permissions.
- Rate Limits or Quotas: Close CRM may enforce rate limits; if you encounter errors related to too many requests, consider adding delays or retries.
- Error Messages: Common errors returned by the API might include invalid parameters or unauthorized access. Review the error message details in the node output to identify the cause.