Node reference
CRM
12 nodes in the CRM category - what each one does and which credential it needs.
12 nodes in this category. Every entry below is generated straight from the node catalog and wiring manifests, so it never drifts from what the node panel actually ships. See Credentials for how per-node credentials work.
| Node | Description | Credential |
|---|---|---|
| Attio | Attio REST API (CRM). 65 operations: records on any object (create, upsert, get, update, delete, query, cross-object search); lists and list entries including pipeline-stage moves; notes; tasks; comments and threads; read-only schema discovery (objects, attributes, select options, statuses); workspace members, token introspection and read-only SQL; record files; meetings, call recordings and transcripts; and webhook management. 65 operations - see the full reference. | Attio API token |
| Close | Close CRM REST API. 163 operations: leads, contacts, opportunities and tasks; note, call, email, SMS, WhatsApp, meeting and custom activities plus the created / status-change / form-submission / task-completion / lead-merge streams; Advanced Filtering search and Smart Views; sequence subscriptions; custom objects; comments; email and SMS templates; bulk email, bulk edit and bulk sequence subscribe; activity, funnel, sent-email and status reports; pipelines, statuses, custom field schemas, outcomes and forms; users, groups and organization; phone numbers and connected accounts; unsubscribes, AI field enrichment, the event log, and webhook subscriptions. 163 operations - see the full reference. | Close API key |
| Copper | Copper CRM Developer API (Commerce/CRM). 72 operations: people, leads (including upsert and lead conversion), companies, opportunities and their pipelines, stages and loss reasons; projects, tasks and activity logging; per-record activity feeds; related items and connect-field connections; custom field definitions, activity types and tags; attached-file reads; account and user lookups; and webhook subscription management. 72 operations - see the full reference. | Copper credential |
| HubSpot | Calls the HubSpot CRM API with a private app token across 68 operations, grouped by object family: contacts (create, upsert, get, update, archive, list, search, batch create, merge), companies and deals (the same set), tickets (create, get, update, archive, list, search), any other object type including products, line items, quotes and custom objects (create, get, update, archive, list, search plus batch create/read/update/archive), engagements (note, task, call, meeting, email, SMS/WhatsApp/LinkedIn message), associations (default, labelled, remove, list, list labels), lists (add, remove, memberships, get, get by name, create, delete), metadata reads used to resolve IDs (owners, pipelines, pipeline stages, properties), and marketing (form submission, transactional email, subscription preferences). 68 operations - see the full reference. | HubSpot private app access token |
| Insightly | Insightly CRM v3.1 REST API. 340 operations: full CRUD, search and tag search for contacts, organisations, opportunities, leads and projects, plus their notes, tasks, emails, events, tags, relationship links, file attachments, activity sets and important dates; opportunity pipelines, stages, states and line items; project pipelines and milestones; standalone tasks, events, notes, comments and stored emails; Service tickets with comments, tags and merge; marketing prospects, static lists, custom events and visits; products, price books, price book entries and quotes with line items and documents; custom objects and custom field metadata; the Service knowledge base and community forums; and the user, pipeline, tag, relationship, category, currency, country and template lookups. 340 operations - see the full reference. | Insightly apiKey|pod |
| Odoo | Odoo external API over JSON-RPC (ERP/CRM). 77 operations: the full ORM surface against any model (search & read, count, create, update, delete, duplicate, group & aggregate, metadata, call any business method, name search, field introspection, access checks), plus pinned-model shortcuts for contacts, CRM leads, sales orders, invoices and payments, products, inventory transfers, purchase orders, projects and tasks, employees and time off, calendar events, chatter messages and activities, and users. 77 operations - see the full reference. | Odoo url|db|username|apiKey |
| Pipedrive | Pipedrive integration (CRM). 141 operations: deals, deal followers, participants and line items; persons, organizations and their followers, files and change history; activities and activity types; leads and lead conversion; notes and note comments; products and variations; pipelines, stages and pipeline statistics; item search; custom-field metadata and filters; files; projects and tasks; users, currencies and recents; call logs; webhooks. 141 operations - see the full reference. | Pipedrive credential |
| Salesforce | Salesforce REST API (CRM). 80 operations: records on any standard, custom or packaged object (create, get, update, upsert, delete, by external ID, related records, replication windows); convenience creates for Lead, Contact, Account, Opportunity, Case and Task plus lead assignment rules; SOQL and SOSL query and search; record collections and composite requests; Bulk API 2.0 load and export jobs; invocable actions, flows, Apex actions, email alerts and quick actions; approval processes and workflow rules; describe, list views, org limits and platform events. 80 operations - see the full reference. | Salesforce instance URL + access token |
| Twenty CRM | Twenty CRM REST API (Commerce/CRM). 70 operations: people, companies and opportunities (create, update, get, list, delete, find duplicates); notes and tasks including attaching them to records; attachments; workspace members; synced messages and calendar events; timeline activities; a generic record family that reaches ANY standard or custom object (find, create, batch create, update, bulk update, soft delete, restore, destroy, merge, duplicates, group-by); schema discovery over the metadata API; and webhook registration. 70 operations - see the full reference. | Twenty CRM credential |
| Vtiger | Vtiger CRM REST API. 48 operations: generic record CRUD against any module (create, get, partial update, full replace, delete, reopen, changed-since sync); VQL query plus list, find, count and phone/email lookup builders; per-module shortcuts for contacts, organizations, leads, deals and cases; lead conversion; record relationships and tags; and metadata discovery (modules, field definitions, related modules, picklist dependencies, current user). 48 operations - see the full reference. | Vtiger instanceUrl|username|accessKey |
| Wealthbox | Wealthbox CRM for financial advisors. 49 operations: contacts and households; tasks; calendar events; notes; opportunities; projects; workflows, workflow templates and workflow steps; the activity stream and comments; and the user, team, tag, custom-field, contact-role and category lookups. 49 operations - see the full reference. | Wealthbox ACCESS_TOKEN |
| Zendesk Sell | Zendesk Sell / Base CRM (CRM). 108 operations: contacts, leads and deals (CRUD, upsert, list); lead conversion; deal contacts; notes, tasks and calls; text messages; collaborations; products, orders and line items; Reach sequences and enrollments; pipelines and stages; tags, lead and deal sources, loss and unqualified reasons; custom field definitions, documents and visits; users and account; and the v3 Search API. 108 operations - see the full reference. | Zendesk Sell access token |