.svg){kind=icon}
How to connect Adalo and Close CRM
Create a New Scenario to Connect Adalo 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 Adalo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Adalo or Close CRM will be your first step. To do this, click "Choose an app," find Adalo or Close CRM, and select the appropriate trigger to start the scenario.
Add the Adalo Node
Select the Adalo node from the app selection panel on the right.
+
1
Adalo
Add the Close CRM Node
Next, click the plus (+) icon on the Adalo node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
1
Adalo
⚙
+
2
Close CRM
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 Adalo 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 Adalo 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Close CRM
1
Trigger on Webhook
⚙
2
Adalo
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Adalo, 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 Adalo and Close CRM integration works as expected. Depending on your setup, data should flow between Adalo 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 Adalo and Close CRM
Adalo + Close CRM + Google Sheets: When a new record is created in Adalo, a new lead is created in Close CRM and a row is added to a Google Sheet to log the new lead.
Close CRM + Adalo + Slack: When a lead's status changes in Close CRM, update a record in an Adalo app and send a congratulatory message to a Slack channel.
Adalo and Close CRM integration alternatives
About Adalo
Use Adalo with Latenode to automate tasks triggered by your no-code apps. Update databases, send custom notifications, or process data from Adalo forms in real-time. Latenode adds advanced logic, data transformation, and scaling beyond Adalo's limits, with flexible JavaScript coding and cost-effective execution pricing.
Similar apps
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Adalo and Close CRM
How can I connect my Adalo account to Close CRM using Latenode?
To connect your Adalo account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Adalo and click on "Connect".
- Authenticate your Adalo 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 Adalo app sign-ups?
Yes, you can! Latenode lets you automate lead creation from Adalo to Close CRM, ensuring no potential customer is missed. Streamline your sales process and boost efficiency.
What types of tasks can I perform by integrating Adalo with Close CRM?
Integrating Adalo with Close CRM allows you to perform various tasks, including:
- Create new Close CRM contacts from new Adalo user registrations.
- Update Close CRM opportunity stages based on Adalo user activity.
- Send personalized emails via Close CRM upon specific Adalo events.
- Log Adalo user feedback directly into Close CRM as notes.
- Trigger Close CRM tasks when Adalo users reach milestones.
What Adalo data can I access within my Latenode workflows?
You can access user data, custom collections, and any data exposed via the Adalo API to personalize your Close CRM interactions.
Are there any limitations to the Adalo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Adalo data structures might require custom JavaScript for transformation.
- Rate limits from both Adalo and Close CRM APIs can affect high-volume workflows.
- Real-time synchronization depends on the polling frequency configured in Latenode.
