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Consume Close CRM API

Actions83

Lead → Find

AI-generated

Overview

This node operation allows users to find leads in the Close CRM system based on various search criteria. It supports searching for a specific lead by its ID or filtering leads by company name, company URL, contact email, contact phone number, and lead status. Users can choose to return all matching results or limit the number of results returned. This operation is useful for retrieving lead information for follow-up, analysis, or integration with other systems.

Use Case Examples

  1. Find a lead by its unique Lead ID to get detailed information about that lead.
  2. Search for leads associated with a specific company name or company website URL.
  3. Filter leads by contact email or phone number to find relevant lead records.
  4. Retrieve all leads with a specific status, such as 'Open' or 'Qualified'. Potentially limit the number of results for performance or pagination.

Properties

Name Meaning
Lead ID The ID of the lead to retrieve information for. If provided, will search for this specific lead.
Company Name Search for leads by company name
Company URL Search for leads by company website URL
Email Search for leads by contact email address
Phone Search for leads by contact phone number
Status Name Filter leads by status. Choose from the list, or specify an ID using an expression.
Return All Whether to return all results or only up to a given limit
Limit Max number of results to return when Return All is false

Output

JSON

  • id - Unique identifier of the lead
  • display_name - Display name of the lead
  • name - Name of the lead
  • description - Description of the lead
  • url - Website URL associated with the lead
  • status_id - ID of the lead's status
  • status_label - Label of the lead's status
  • contacts - Contacts associated with the lead
  • addresses - Addresses related to the lead
  • created_by - User who created the lead
  • date_created - Date when the lead was created
  • date_updated - Date when the lead was last updated
  • organization_id - ID of the organization the lead belongs to
  • tasks - Tasks related to the lead
  • opportunities - Opportunities linked to the lead

Dependencies

  • Close CRM API
  • an API key credential for authentication

Troubleshooting

  • Ensure the Lead ID is valid and exists when searching by Lead ID to avoid errors.
  • When filtering by status, ensure the status ID is correct and available in the system.
  • If no results are returned, verify the search criteria are accurate and that leads matching those criteria exist.
  • Check API rate limits and authentication credentials if requests fail consistently.

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