Thank you for your interest in our services.
\",\n\t\"additionalFields\": {\n\t\t\"bodyText\": \"Welcome {{lead.name}}! Thank you for your interest in our services.\",\n\t\t\"isShared\": true\n\t}\n}\n```\n\n### Render Email Template\n\n```json\n{\n\t\"resource\": \"emailTemplate\",\n\t\"operation\": \"render\",\n\t\"templateId\": \"tmpl_123456\",\n\t\"renderMode\": \"singleLeadContact\",\n\t\"leadId\": \"lead_123456\",\n\t\"contactId\": \"cont_123456\"\n}\n```\n\n### Create Pipeline with Status Organization\n\n```json\n{\n\t\"resource\": \"pipeline\",\n\t\"operation\": \"create\",\n\t\"name\": \"Sales Pipeline\",\n\t\"additionalFields\": {\n\t\t\"statuses\": [{ \"id\": \"stat_123456\" }, { \"id\": \"stat_789012\" }]\n\t}\n}\n```\n\n### Add Comment to Lead\n\n```json\n{\n\t\"resource\": \"comment\",\n\t\"operation\": \"create\",\n\t\"objectId\": \"lead_123456\",\n\t\"body\": \"Follow-up call scheduled for next week. Customer showed strong interest in our premium package.\"\n}\n```\n\n### Create Integration Link\n\n```json\n{\n\t\"resource\": \"integrationLink\",\n\t\"operation\": \"create\",\n\t\"name\": \"View in Analytics\",\n\t\"url\": \"https://analytics.company.com/lead/{{lead.id}}\",\n\t\"type\": \"lead\"\n}\n```\n\n### Advanced Lead Filtering\n\n```json\n{\n\t\"resource\": \"lead\",\n\t\"operation\": \"getAll\",\n\t\"returnAll\": false,\n\t\"limit\": 50,\n\t\"additionalFields\": {\n\t\t\"query\": \"status:new AND created:\\\"2024-01-01\\\" AND email:*@gmail.com\",\n\t\t\"fields\": \"id,name,status_label,date_created\"\n\t}\n}\n```\n\n## Advanced Features\n\n### 🎯 Smart Views (Saved Searches)\n\nCreate and manage saved search queries for leads and contacts:\n\n- **Advanced Filtering Syntax**: Use Close.com's powerful query language\n- **Shared Views**: Share smart views across your organization\n- **Lead & Contact Views**: Separate views for different object types\n- **Dynamic Queries**: Support for date ranges, custom fields, and complex logic\n\n### 🔗 Integration Links\n\nCreate dynamic links to external systems:\n\n- **Variable Substitution**: Use `{{lead.id}}`, `{{contact.id}}`, `{{opportunity.id}}`\n- **Multiple Types**: Links for leads, contacts, and opportunities\n- **External Integrations**: Connect to analytics, support, or other CRM systems\n\n### 📧 Email Template Rendering\n\nAdvanced email template functionality:\n\n- **Dynamic Content**: Automatic variable replacement with lead/contact data\n- **Two Render Modes**: Single lead/contact or bulk rendering from search queries\n- **HTML & Text**: Support for both HTML and plain text email bodies\n- **Bulk Operations**: Render templates for multiple leads from search results\n\n### 💬 Comment System\n\nRich commenting system with thread support:\n\n- **Object Comments**: Comment on any Close.com object (leads, contacts, opportunities, etc.)\n- **Thread Management**: Automatic thread creation and management\n- **Rich Text**: Support for formatted text and mentions\n- **Permissions**: Edit own comments, view all accessible comments\n\n### 🔄 Pipeline Management\n\nOrganize opportunity statuses into logical workflows:\n\n- **Status Organization**: Group opportunity statuses by team or process\n- **Flexible Management**: Reorder statuses, move between pipelines\n- **Team Workflows**: Separate pipelines for sales, services, support\n- **Status Migration**: Move statuses between pipelines without data loss\n\n### 🏷️ Status Management\n\nComplete control over lead and opportunity statuses:\n\n- **Custom Colors**: Visual differentiation with color coding (lead statuses)\n- **Status Types**: Active, won, lost categories (opportunity statuses)\n- **Pipeline Integration**: Opportunity statuses work with pipeline organization\n- **Lifecycle Management**: Create, update, and remove statuses safely\n\n## Rate Limiting\n\nClose.com API has rate limits:\n\n- 240 requests per minute for read operations\n- 120 requests per minute for write operations\n\nThe node implements automatic rate limiting and retry logic.\n\n## Error Handling\n\nThe node provides comprehensive error handling:\n\n- Automatic retry on temporary failures\n- Detailed error messages\n- Graceful handling of rate limits\n- Input parameter validation\n\n## Debugging\n\nFor debug information:\n\n1. Set n8n log level to `debug`\n2. Check n8n logs for detailed API calls\n3. Use the \"Test\" function in credentials\n\n## Contributing\n\nContributions are welcome! Please:\n\n1. Fork the repository\n2. Create a feature branch\n3. Commit your changes\n4. Push to the branch\n5. Create a pull request\n\n## Testing\n\n```bash\nnpm run test\n```\n\n## Building\n\n```bash\nnpm run build\n```\n\n## Resources\n\n### Close.com API Documentation\n\n- [Close.com API Documentation](https://developer.close.com/)\n- [Lead Management](https://developer.close.com/resources/leads/)\n- [Contact Management](https://developer.close.com/resources/contacts/)\n- [Activity Management](https://developer.close.com/resources/activities/)\n- [Opportunity Management](https://developer.close.com/resources/opportunities/)\n- [Opportunity Statuses](https://developer.close.com/resources/opportunity-statuses/)\n- [Lead Statuses](https://developer.close.com/resources/lead-statuses/)\n- [Pipelines](https://developer.close.com/resources/pipelines/)\n- [Smart Views](https://developer.close.com/resources/smart-views/)\n- [Comments](https://developer.close.com/resources/comments/)\n- [Integration Links](https://developer.close.com/resources/integration-links/)\n- [Email Templates](https://developer.close.com/resources/email-templates/)\n- [Webhooks Guide](https://developer.close.com/resources/webhook-subscriptions/)\n\n### n8n Documentation\n\n- [n8n Node Development](https://docs.n8n.io/integrations/community-nodes/)\n- [n8n Community Nodes](https://docs.n8n.io/integrations/community-nodes/installation/)\n- [n8n Workflow Examples](https://docs.n8n.io/workflows/examples/)\n\n## License\n\n[MIT](LICENSE)\n\n## Support\n\n- 📚 [Documentation](https://docs.n8n.io/)\n- 💬 [Community Forum](https://community.n8n.io/)\n- 🐛 [Bug Reports](https://github.com/n8n-io/n8n/issues)\n\n---\n\n**Made with ❤️ for the n8n community**\n","readmeFilename":"README.md"}