Atera and Close CRM Integration

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Automatically create or update Close CRM leads from new Atera tickets, centralizing customer data. Latenode's visual editor allows you to customize the data flow with JavaScript. Scale complex processes affordably, paying only for execution time.

Swap Apps

Atera

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Close CRM

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

Add the Atera Node

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

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Atera

Configure the Atera

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

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Connect Atera

Sign In

Run node once

Add the Close CRM Node

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

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Sign In

Run node once

Configure the Atera 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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Select an action *

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The action ID

Run node once

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

Atera + Slack + Close CRM: When a high-priority support ticket is updated in Atera, a message is sent to a designated Slack channel. This message includes ticket details and prompts sales representatives to follow up with the customer, using a link to their record in Close CRM.

Atera + Close CRM + Google Sheets: Tracks the time spent resolving client issues from Atera within Google Sheets, linking to client records in Close CRM. When a ticket is updated, the relevant information, including the time spent and a link to the Close CRM lead, is added as a new row in Google Sheets.

Atera and Close CRM integration alternatives

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

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.

See how Latenode works

FAQ Atera and Close CRM

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Atera and click on "Connect".
  • Authenticate your Atera and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync Atera tickets to Close CRM leads?

Yes, you can! Latenode allows for seamless ticket syncing, triggering lead updates in Close CRM. This keeps your sales team informed about support issues impacting potential deals.

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

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

  • Create Close CRM leads from new Atera customer accounts.
  • Update Close CRM opportunity stages based on Atera service ticket status.
  • Send Close CRM task reminders when Atera tickets are nearing SLA breaches.
  • Log Atera ticket resolution notes as activities on Close CRM leads.
  • Trigger Atera project creation when a deal closes in Close CRM.

How can I enrich Close CRM data with Atera asset information?

Latenode lets you automatically update Close CRM leads with Atera asset details, providing valuable context for sales conversations and boosting efficiency.

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

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

  • Historical data migration is not supported; only new or updated data is synchronized.
  • Complex data transformations may require JavaScript knowledge.
  • The number of API calls is subject to the rate limits of both Atera and Close CRM.

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