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How to connect Blue and Close CRM
Create a New Scenario to Connect Blue 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 Blue, triggered by another scenario, or executed manually (for testing purposes). In most cases, Blue or Close CRM will be your first step. To do this, click "Choose an app," find Blue or Close CRM, and select the appropriate trigger to start the scenario.
Add the Blue Node
Select the Blue 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 Blue 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 Blue 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 Blue 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 Blue, 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 Blue and Close CRM integration works as expected. Depending on your setup, data should flow between Blue 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 Blue and Close CRM
Close CRM + Slack: When a lead's status changes in Close CRM, send a celebratory message to a designated Slack channel to notify the team.
Close CRM + Blue + Google Sheets: When a lead's status changes in Close CRM, log lead data to Google Sheets and then update a Blue project.
Blue and Close CRM integration alternatives
About Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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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 Blue and Close CRM
How can I connect my Blue account to Close CRM using Latenode?
To connect your Blue account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Blue and click on "Connect".
- Authenticate your Blue and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Blue leads to Close CRM as opportunities?
Yes, you can! Latenode's visual editor simplifies mapping Blue lead data to Close CRM opportunity fields. Benefit: instant lead nurturing and faster sales cycle.
What types of tasks can I perform by integrating Blue with Close CRM?
Integrating Blue with Close CRM allows you to perform various tasks, including:
- Automatically create new Close CRM leads from new Blue form submissions.
- Update Close CRM opportunity stages based on Blue email campaign activity.
- Send personalized Blue email sequences when a Close CRM deal reaches a specific stage.
- Trigger Blue SMS messages for Close CRM contacts after a meeting is scheduled.
- Enrich Close CRM contact data with information collected from Blue surveys.
HowdoIhandleBlueeventswithcustomlogicinLatenode?
Latenode enables you to add JavaScript code blocks, letting you customize event handling for Blue with advanced data transformations.
Are there any limitations to the Blue and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of both Blue and Close CRM.
- Certain advanced Blue features might not have direct equivalents in Close CRM.
