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How to connect Avaza and Close CRM
Create a New Scenario to Connect Avaza 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 Avaza, triggered by another scenario, or executed manually (for testing purposes). In most cases, Avaza or Close CRM will be your first step. To do this, click "Choose an app," find Avaza or Close CRM, and select the appropriate trigger to start the scenario.
Add the Avaza Node
Select the Avaza 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 Avaza 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 Avaza 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 Avaza 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 Avaza, 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 Avaza and Close CRM integration works as expected. Depending on your setup, data should flow between Avaza 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 Avaza and Close CRM
Avaza + Close CRM + Google Sheets: When a new event occurs in Avaza, the automation finds and updates the lead in Close CRM and then logs the interaction details in Google Sheets.
Close CRM + Avaza + Slack: When a lead's status changes in Close CRM, a project is created in Avaza, and a notification about the new project is sent to a specified Slack channel.
Avaza and Close CRM integration alternatives
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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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 Avaza and Close CRM
How can I connect my Avaza account to Close CRM using Latenode?
To connect your Avaza account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Avaza and click on "Connect".
- Authenticate your Avaza 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 Avaza projects?
Yes, you can! With Latenode, easily create workflows that automatically generate new leads in Close CRM whenever a new project is created in Avaza. Benefit from streamlined lead management.
What types of tasks can I perform by integrating Avaza with Close CRM?
Integrating Avaza with Close CRM allows you to perform various tasks, including:
- Create new Close CRM contacts from Avaza project team members.
- Update Close CRM opportunity stages when Avaza project statuses change.
- Generate Avaza tasks from new opportunities created in Close CRM.
- Sync Avaza timesheet data with Close CRM opportunity records.
- Send custom notifications to Slack based on Avaza and Close CRM events.
What data from Avaza can I access within my Latenode workflows?
You can access project details, tasks, timesheets, expenses, invoices, and client information, for seamless automation workflows.
Are there any limitations to the Avaza and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom setup.
- Complex data transformations may require JavaScript code blocks.
- The number of operations depends on your Latenode subscription plan.
