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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.
Connect Atera and Close CRM in minutes with Latenode.
Create Atera to Close CRM workflow
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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.
Atera
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.
Atera
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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 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.
Set Up the Atera 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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Atera
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Iterator
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Webhook response
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.
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.
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.
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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 Atera account to Close CRM using Latenode?
To connect your Atera account to Close CRM on Latenode, follow these steps:
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:
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: