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How to connect Beamer and Close CRM
Create a New Scenario to Connect Beamer 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 Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or Close CRM will be your first step. To do this, click "Choose an app," find Beamer or Close CRM, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer 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 Beamer 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 Beamer 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 Beamer 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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Save and Activate the Scenario
After configuring Beamer, 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 Beamer and Close CRM integration works as expected. Depending on your setup, data should flow between Beamer 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 Beamer and Close CRM
Beamer + Close CRM + Slack: When a new post is created in Beamer, search for leads in Close CRM. If leads are found, send a Slack message to a dedicated channel, informing the sales team to engage those leads about the new feature.
Close CRM + Google Sheets + Beamer: When a lead status is changed in Close CRM, add a row to a Google Sheet to track customer feature requests. Then, use the status update in Google Sheets to trigger a Beamer announcement when the customer request goes live by creating a new post in Beamer.
Beamer and Close CRM integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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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 Beamer and Close CRM
How can I connect my Beamer account to Close CRM using Latenode?
To connect your Beamer account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads from Beamer feedback?
Yes! Latenode lets you sync Beamer feedback directly to Close CRM, updating lead statuses automatically. This ensures your sales team always has the latest customer insights, boosting conversion rates.
What types of tasks can I perform by integrating Beamer with Close CRM?
Integrating Beamer with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Beamer subscriber data.
- Update lead properties in Close CRM based on Beamer interactions.
- Send personalized Beamer updates based on Close CRM lead stages.
- Trigger Close CRM activities when users react to Beamer announcements.
- Log Beamer engagement data in Close CRM for enhanced lead scoring.
Can I use JavaScript to enhance the Beamer + Close CRM integration?
Yes! Latenode enables you to add custom JavaScript code for advanced data manipulation, tailoring the integration to meet your specific business needs.
Are there any limitations to the Beamer and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Beamer data structures might require custom JavaScript parsing.
- Rate limits imposed by Beamer and Close CRM APIs may affect high-volume workflows.
- Some advanced Close CRM custom field types may need manual mapping.
