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How to connect Apollo and Close CRM
Create a New Scenario to Connect Apollo 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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or Close CRM will be your first step. To do this, click "Choose an app," find Apollo or Close CRM, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo 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 Apollo 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 Apollo 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 Apollo 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 Apollo, 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 Apollo and Close CRM integration works as expected. Depending on your setup, data should flow between Apollo 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 Apollo and Close CRM
Apollo + Close CRM + Slack: When a new contact is created in Apollo, a corresponding lead is created in Close CRM. A notification is then sent to a Slack channel to alert the sales team of the new lead.
Apollo + Close CRM + Google Sheets: Logs new contacts created in Apollo, along with their deal stages from Close CRM, into a Google Sheet for reporting and analysis.
Apollo and Close CRM integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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 Apollo and Close CRM
How can I connect my Apollo account to Close CRM using Latenode?
To connect your Apollo account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM contacts from Apollo?
Yes, you can! Latenode's visual editor makes it easy to sync contact details, enriching Close CRM with Apollo data automatically. Keep your CRM up-to-date and your team focused on closing deals.
What types of tasks can I perform by integrating Apollo with Close CRM?
Integrating Apollo with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Apollo contacts.
- Update Close CRM opportunity stages based on Apollo activity.
- Trigger email sequences in Close CRM for Apollo-sourced leads.
- Log Apollo calls and emails directly in Close CRM.
- Enrich Close CRM contact data with Apollo contact information.
How do I handle duplicate contacts when syncing Apollo data to Close CRM?
Latenode lets you define rules to manage duplicates via Javascript code blocks or AI. Customize matching logic and avoid data redundancy effectively.
Are there any limitations to the Apollo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires authentication for both Apollo and Close CRM.
- Rate limits on the Apollo and Close CRM APIs may affect high-volume data transfers.
- Custom field mapping requires manual configuration in the workflow.
