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How to connect Basin and Close CRM
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Close CRM will be your first step. To do this, click "Choose an app," find Basin or Close CRM, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin 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 Basin 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 Basin 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 Basin 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 Basin, 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 Basin and Close CRM integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Close CRM
Basin + Close CRM + Slack: Upon receiving a new form submission in Basin, a lead is created in Close CRM. Then, a notification is sent to a Slack channel to alert the sales team about the new lead.
Close CRM + Basin + Google Sheets: When a deal closes in Close CRM, customer data is retrieved from Basin using the submission ID (assuming Close CRM holds the submission ID). This data is then added as a new row in a Google Sheet.
Basin and Close CRM integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and Close CRM
How can I connect my Basin account to Close CRM using Latenode?
To connect your Basin account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin 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 Basin form submissions?
Yes, you can! Latenode lets you instantly create leads, saving your sales team time. Customize lead details with no-code logic or AI-powered data extraction from the Basin submission.
What types of tasks can I perform by integrating Basin with Close CRM?
Integrating Basin with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from new Basin form submissions.
- Update lead information in Close CRM based on Basin data.
- Send personalized email sequences through Close CRM when a Basin form is submitted.
- Trigger follow-up tasks in Close CRM after a specific Basin form event.
- Create custom reports combining data from Basin and Close CRM.
HowsecureistheBasinintegrationwithCloseCRMviaLatenode?
Latenode uses secure authentication protocols to protect your data. Control data flow and access rights for complete peace of mind.
Are there any limitations to the Basin and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic may require JavaScript for advanced customization.
- Large data volumes from Basin may impact workflow execution time.
- Custom fields in Close CRM require careful mapping for accurate data transfer.
