Airtable and Close CRM Integration

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Sync Airtable and Close CRM to automate lead updates and contact management. Latenode's visual editor and JavaScript nodes make advanced customization easy, while our execution-based pricing keeps costs low as you scale.

Swap Apps

Airtable

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Airtable and Close CRM

Create a New Scenario to Connect Airtable 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 Airtable, triggered by another scenario, or executed manually (for testing purposes). In most cases, Airtable or Close CRM will be your first step. To do this, click "Choose an app," find Airtable or Close CRM, and select the appropriate trigger to start the scenario.

Add the Airtable Node

Select the Airtable node from the app selection panel on the right.

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Airtable

Configure the Airtable

Click on the Airtable node to configure it. You can modify the Airtable URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Airtable

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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Airtable 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.

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Configure the Airtable 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.

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Close CRM Oauth 2.0

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Run node once

Set Up the Airtable 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 Airtable, 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 Airtable and Close CRM integration works as expected. Depending on your setup, data should flow between Airtable 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 Airtable and Close CRM

Airtable + Close CRM + Slack: When a new record is added to Airtable, a new lead is created in Close CRM. Then, a message is sent to a designated Slack channel to notify the sales team about the new lead.

Close CRM + Airtable + Google Sheets: When a lead's status is changed in Close CRM, the change is logged as a new record in Airtable. The same information is then added as a new row in a Google Sheet for reporting purposes.

Airtable and Close CRM integration alternatives

About Airtable

Sync Airtable data with other apps via Latenode for automated updates. Use Airtable as a flexible database and trigger workflows based on record changes. Automate reporting, inventory updates, and more by connecting Airtable to other services like CRMs or accounting software in Latenode. Customize with JavaScript for complex logic.

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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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FAQ Airtable and Close CRM

How can I connect my Airtable account to Close CRM using Latenode?

To connect your Airtable account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Airtable and click on "Connect".
  • Authenticate your Airtable 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 Airtable form submissions?

Yes! Latenode's visual editor makes it easy. Connect Airtable form entries to Close CRM lead creation—saving time and ensuring no lead is missed thanks to automated workflows.

What types of tasks can I perform by integrating Airtable with Close CRM?

Integrating Airtable with Close CRM allows you to perform various tasks, including:

  • Automatically creating new Close CRM leads from Airtable records.
  • Updating Close CRM opportunities when Airtable records are modified.
  • Syncing contact information between Airtable and Close CRM.
  • Triggering email campaigns in Close CRM based on Airtable data.
  • Creating project tasks in Airtable when a deal closes in Close CRM.

Can I use JavaScript to transform data between Airtable and Close CRM?

Yes, Latenode lets you use JavaScript blocks to transform data, providing the flexibility to handle complex data structures between Airtable and Close CRM.

Are there any limitations to the Airtable and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Airtable formulas may require custom JavaScript implementation.
  • Large data volumes can impact workflow execution time without optimization.
  • Certain Close CRM custom field types might need specific data transformations.

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