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Consume Close CRM API

Actions83

Email → Find

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Overview

This node operation allows users to find emails related to a specific lead in the Close CRM system. It supports filtering emails by lead ID and controlling the number of results returned, either by returning all results or limiting to a specified number. This is useful for scenarios where users want to retrieve email activity associated with a lead for review, reporting, or further automation.

Use Case Examples

  1. Retrieve all emails for a given lead to analyze communication history.
  2. Fetch a limited number of recent emails for a lead to display in a dashboard.

Properties

Name Meaning
Lead ID Filter emails by the specific lead's ID to find emails related to that lead.
Return All Boolean flag to determine whether to return all matching email results or limit the number of results.
Limit Maximum number of email results to return when 'Return All' is false.

Output

JSON

  • id - Unique identifier of the email.
  • lead_id - ID of the lead associated with the email.
  • to - List of recipients of the email.
  • subject - Subject line of the email.
  • status - Current status of the email (e.g., sent, draft).
  • body_html - HTML content of the email body.
  • body_text - Plain text content of the email body.
  • cc - List of CC recipients.
  • bcc - List of BCC recipients.
  • date_scheduled - Scheduled date and time for sending the email.
  • date_created - Date and time when the email was created.
  • followup_date - Date set for follow-up related to the email.
  • sender - Sender information of the email.
  • template_id - ID of the email template used, if any.

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 no emails are returned, verify that the lead has associated email activities.
  • Check API rate limits and authentication credentials if requests fail.
  • When using 'Return All', be cautious of large data sets that may impact performance or timeout.

Links

Discussion