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Automatically create Awork tasks from new Close CRM opportunities to streamline project handoffs. Latenode’s visual editor and affordable pricing make complex automations simple. Customize your project workflows with JavaScript when needed.
Connect Awork and Close CRM in minutes with Latenode.
Create Awork to Close CRM workflow
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Create a New Scenario to Connect Awork 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 Awork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Awork or Close CRM will be your first step. To do this, click "Choose an app," find Awork or Close CRM, and select the appropriate trigger to start the scenario.
Add the Awork Node
Select the Awork node from the app selection panel on the right.
Awork
Add the Close CRM Node
Next, click the plus (+) icon on the Awork 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.
Configure the Awork 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 Awork 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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Awork
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Awork, 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 Awork and Close CRM integration works as expected. Depending on your setup, data should flow between Awork and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Awork + Close CRM + Slack: When a project is completed in Awork, a notification is sent to Close CRM updating the relevant lead, and a summary is posted to a Slack channel.
Close CRM + Awork + Google Sheets: When a new deal closes in Close CRM, a project is automatically created in Awork, and key deal data is logged in Google Sheets.
About Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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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 Awork account to Close CRM using Latenode?
To connect your Awork account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Awork tasks?
Yes, you can! Latenode lets you build this automation visually, adding custom logic or AI for enhanced lead qualification. Streamline lead generation now!
What types of tasks can I perform by integrating Awork with Close CRM?
Integrating Awork with Close CRM allows you to perform various tasks, including:
Can I use JavaScript code within my Awork and Close CRM workflows?
Yes! Latenode allows you to use JavaScript code, giving you ultimate flexibility to manipulate data between Awork and Close CRM.
Are there any limitations to the Awork and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: