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How to connect Bitly and Close CRM
Create a New Scenario to Connect Bitly 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 Bitly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitly or Close CRM will be your first step. To do this, click "Choose an app," find Bitly or Close CRM, and select the appropriate trigger to start the scenario.
Add the Bitly Node
Select the Bitly 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 Bitly 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 Bitly 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 Bitly 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 Bitly, 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 Bitly and Close CRM integration works as expected. Depending on your setup, data should flow between Bitly 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 Bitly and Close CRM
Bitly + Google Sheets + Close CRM: When a Bitlink is created, its information is added to a Google Sheet. This event triggers the update of a lead's activity in Close CRM.
Close CRM + Bitly + Slack: When a lead status changes in Close CRM, a Bitlink is created from a provided URL, then a message containing the shortened link is posted to a Slack channel.
Bitly and Close CRM integration alternatives
About Bitly
Use Bitly in Latenode to automatically shorten and track links within your workflows. Share campaign URLs, monitor click rates, and optimize outreach directly from your automated processes. Combine Bitly's link management with Latenode's flexible logic and data integrations for end-to-end control, avoiding manual updates and broken flows.
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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 Bitly and Close CRM
How can I connect my Bitly account to Close CRM using Latenode?
To connect your Bitly account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitly and click on "Connect".
- Authenticate your Bitly and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically shorten URLs created in Close CRM?
Yes, you can! Latenode automates URL shortening via Bitly upon Close CRM record creation. This ensures consistent tracking and branding across all your customer communications.
What types of tasks can I perform by integrating Bitly with Close CRM?
Integrating Bitly with Close CRM allows you to perform various tasks, including:
- Automatically shorten new URLs added to Close CRM leads.
- Track click-through rates of Bitly links in Close CRM emails.
- Update Close CRM lead records with Bitly link statistics.
- Generate branded short links for Close CRM marketing campaigns.
- Create detailed reports on link performance directly within Close CRM.
How can I track Bitly link clicks directly in Close CRM?
Latenode allows you to retrieve Bitly link analytics and update corresponding Close CRM records, providing valuable insights into customer engagement.
Are there any limitations to the Bitly and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Bitly link customization options are limited to what the Bitly API provides.
- Historical Close CRM data cannot be retroactively updated with Bitly link data.
- Rate limits imposed by Bitly and Close CRM APIs may affect high-volume workflows.
