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Sync leads and contacts between Agile CRM and Close CRM for streamlined sales. Latenode's visual editor makes custom data mapping easier while affordable pricing scales with your success. Ensure data consistency across platforms.
Connect Agile CRM and Close CRM in minutes with Latenode.
Create Agile CRM to Close CRM workflow
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Agile CRM
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Create a New Scenario to Connect Agile CRM 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 Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Close CRM will be your first step. To do this, click "Choose an app," find Agile CRM or Close CRM, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Agile CRM node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Agile CRM
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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 Agile CRM 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 Agile CRM and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, 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 Agile CRM and Close CRM integration works as expected. Depending on your setup, data should flow between Agile CRM and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Close CRM + Slack: When a lead is qualified in Agile CRM and a new contact is created in Close CRM, a notification is sent to sales managers in Slack.
Close CRM + Agile CRM + Google Sheets: When a new deal is created in Close CRM and a contact is updated in Agile CRM, the information is logged to a Google Sheet for reporting purposes.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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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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How can I connect my Agile CRM account to Close CRM using Latenode?
To connect your Agile CRM account to Close CRM on Latenode, follow these steps:
Can I sync new Agile CRM contacts to Close CRM?
Yes, with Latenode, automatically sync new Agile CRM contacts to Close CRM. Latenode ensures real-time updates and data consistency between both CRMs, streamlining your sales processes.
What types of tasks can I perform by integrating Agile CRM with Close CRM?
Integrating Agile CRM with Close CRM allows you to perform various tasks, including:
Can I filter Agile CRM contacts before syncing to Close CRM?
Yes, using Latenode's visual editor, apply complex filters to sync only specific Agile CRM contacts, ensuring relevant data in Close CRM.
Are there any limitations to the Agile CRM and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: