Overview

This node operation finds call activities in the Close CRM system. It allows filtering calls by lead ID and supports returning either all matching results or a limited number of results. This is useful for retrieving call records associated with specific leads for analysis, reporting, or integration with other workflows.

Use Case Examples

1. Retrieve all calls related to a specific lead by providing the lead ID and setting 'Return All' to true.
2. Fetch up to a specified limit of call records for a lead to display recent call activity in a dashboard.

Properties

Output

JSON

• id - Unique identifier of the call activity.
• lead_id - ID of the lead associated with the call.
• direction - Direction of the call (e.g., inbound or outbound).
• duration - Duration of the call in seconds.
• note_html - HTML content of notes related to the call.
• note - Plain text notes related to the call.
• phone - Phone number involved in the call.
• recording_url - URL to the recording of the call, if available.
• status - Status of the call.
• date_created - Timestamp when the call was created.
• user_id - ID of the user associated with the call.

Dependencies

• Close CRM API key credential

Troubleshooting

• Ensure the Lead ID is valid and exists in the Close CRM system to avoid empty results.
• If the node returns no data, verify the API credentials and permissions for accessing call activities.
• When using 'Return All', be aware of potential performance impacts if the dataset is very large.
• Common errors include missing required parameters like Lead ID for filtering, which should be provided to get meaningful results.

Links

• Close CRM API - Calls - Official API documentation for managing call activities in Close CRM.