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How to connect Awork and Close CRM
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.
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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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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:
- 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 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.
Most powerful ways to connect Awork and Close CRM
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.
Awork and Close CRM integration alternatives
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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FAQ Awork and Close CRM
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Awork and click on "Connect".
- Authenticate your Awork 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 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:
- Create new Close CRM contacts when new Awork tasks are created.
- Update Awork task statuses when Close CRM opportunity stages change.
- Send notifications to Slack when tasks are updated in either app.
- Generate project reports combining data from Awork and Close CRM.
- Automatically assign Awork tasks based on Close CRM deal values.
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:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom field mapping may need initial configuration and testing.
