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Consume Close CRM API

Sequence (Automation & Bulk Actions) → Subscribe Contact

AI-generated

Overview

This node operation subscribes a contact to a specified sequence in the Close CRM system. It is useful for automating email sequences or bulk actions where contacts need to be enrolled in predefined communication workflows. For example, a marketing automation workflow can use this node to subscribe new leads to a welcome email sequence.

Use Case Examples

  1. Subscribe a contact to a drip email campaign sequence by providing the sequence ID, contact ID, and sender details.
  2. Automate bulk subscription of contacts to a sales follow-up sequence using the sender's email account and name.

Properties

Name Meaning
Sequence ID The ID of the sequence to subscribe the contact to.
Contact ID The ID of the contact being subscribed.
Contact Email Email address of the contact to use for the subscription.
Sender Account ID Email account ID used as the sender (e.g. emailaccount_xxx).
Sender Name Name displayed for the sender.
Sender Email Email address of the sender.
Additional Fields Optional additional fields for the subscription, such as calls assigned to specific user IDs.

Output

JSON

  • id - The ID of the created sequence subscription.
  • sequence_id - The ID of the sequence the contact was subscribed to.
  • contact_id - The ID of the subscribed contact.
  • contact_email - The email address of the subscribed contact.
  • sender_account_id - The email account ID used as the sender.
  • sender_name - The name displayed for the sender.
  • sender_email - The email address of the sender.
  • calls_assigned_to - List of user IDs to whom calls are assigned, if provided.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure all required fields (Sequence ID, Contact ID, Contact Email, Sender Account ID, Sender Name, and Sender Email) are provided; missing any will cause an error.
  • Verify that the provided IDs (sequence, contact, sender account) exist and are valid in the Close CRM system.
  • Check network connectivity and API key validity if API requests fail.
  • If the 'Calls Assigned To' field is used, ensure the user IDs are correctly formatted as comma-separated values without extra spaces.

Discussion