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How to connect 7todos and Close CRM
Create a New Scenario to Connect 7todos and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Close CRM will be your first step. To do this, click "Choose an app," find 7todos or Close CRM, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the 7todos node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the 7todos and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 7todos and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring 7todos, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 7todos and Close CRM integration works as expected. Depending on your setup, data should flow between 7todos and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and Close CRM
7todos + Slack: When a task is completed in 7todos, a notification is sent to a designated Slack channel to inform the sales team about the task completion.
Close CRM + 7todos + Google Calendar: When a new lead is added to Close CRM, a follow-up task is created in 7todos, and a reminder is scheduled in Google Calendar to ensure timely follow-up.
7todos and Close CRM integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
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FAQ 7todos and Close CRM
How can I connect my 7todos account to Close CRM using Latenode?
To connect your 7todos account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new 7todos tasks?
Yes, you can! Latenode's visual editor makes it easy to link new 7todos tasks to Close CRM leads. This automation saves time and ensures all potential leads are captured seamlessly.
What types of tasks can I perform by integrating 7todos with Close CRM?
Integrating 7todos with Close CRM allows you to perform various tasks, including:
- Creating new Close CRM leads from completed 7todos tasks.
- Updating Close CRM opportunities when a related 7todos task is finished.
- Triggering 7todos tasks when new leads are added to Close CRM.
- Sending notifications upon completion of specific 7todos project tasks.
- Generating daily reports of completed tasks and new leads.
How easily can I customize the 7todos + Close CRM integration?
Latenode allows extensive customization using JavaScript and AI steps, allowing tailor-made workflows going far beyond simple triggers and actions.
Are there any limitations to the 7todos and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the 7todos and Close CRM APIs still apply.
- Historical data synchronization may require custom scripting.
