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How to connect Alegra and Close CRM
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Close CRM will be your first step. To do this, click "Choose an app," find Alegra or Close CRM, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra 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 Alegra 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 Alegra 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 Alegra 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, 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 Alegra and Close CRM integration works as expected. Depending on your setup, data should flow between Alegra 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 Alegra and Close CRM
Alegra + Close CRM + Google Sheets: When a new customer is registered in Alegra, a new lead is created in Close CRM. Details of the new customer and lead creation are then logged in a Google Sheet.
Close CRM + Alegra + Slack: When a lead's status changes in Close CRM, find related invoices in Alegra, and send a notification to a Slack channel including the lead's information and invoice details.
Alegra and Close CRM integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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 Alegra and Close CRM
How can I connect my Alegra account to Close CRM using Latenode?
To connect your Alegra account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra 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 Alegra invoices?
Yes, you can! Latenode automates lead creation, saving time. Streamline sales by instantly turning new Alegra invoices into qualified Close CRM leads.
What types of tasks can I perform by integrating Alegra with Close CRM?
Integrating Alegra with Close CRM allows you to perform various tasks, including:
- Automatically creating new contacts in Close CRM from Alegra clients.
- Updating contact information in Close CRM based on changes in Alegra.
- Creating new opportunities in Close CRM for high-value Alegra invoices.
- Syncing payment statuses from Alegra to custom fields in Close CRM.
- Generating sales reports by combining data from both Alegra and Close CRM.
How can I use custom JavaScript to transform Alegra data?
Latenode lets you use JavaScript to manipulate Alegra data. Transform invoice details or customer data before syncing to Close CRM.
Are there any limitations to the Alegra and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript.
- Real-time synchronization depends on the API rate limits of Alegra and Close CRM.
- Historical data migration might require manual setup due to API constraints.
