Overview

This node operation creates a new contact under a specified lead in the Close CRM system. It is useful for automating the addition of contact information related to sales leads, enabling efficient management of customer relationships. For example, a sales automation workflow can use this node to add new contacts with detailed information such as name, title, emails, phones, URLs, and custom fields under a lead.

Use Case Examples

1. Creating a contact with name, title, and email under a specific lead ID.
2. Adding multiple phone numbers and URLs to a contact while associating it with a lead.
3. Including custom fields like text, number, date, choice, and user fields for detailed contact information.

Properties

Output

JSON

• id - Unique identifier of the created contact.
• lead_id - ID of the lead under which the contact was created.
• name - Full name of the contact.
• title - Job title of the contact.
• user_id - User ID attributed to the contact creation.
• emails - Array of email objects associated with the contact, each containing type and email address.
• phones - Array of phone objects associated with the contact, each containing type and phone number.
• urls - Array of URL objects associated with the contact, each containing type and URL value.
• custom - Object containing custom field values assigned to the contact.

Dependencies

• Close CRM API
• An API key credential for authentication

Troubleshooting

• Ensure the Lead ID is provided and valid; missing or incorrect Lead ID will cause errors.
• Verify that email and phone fields contain valid formats when provided.
• Custom fields must match the expected field IDs and types; mismatches can cause processing errors.
• API authentication must be correctly configured to avoid authorization errors.

Links

• Close CRM Contacts API - Official API documentation for managing contacts in Close CRM.