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How to connect Bouncer and Close CRM
Create a New Scenario to Connect Bouncer 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 Bouncer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bouncer or Close CRM will be your first step. To do this, click "Choose an app," find Bouncer or Close CRM, and select the appropriate trigger to start the scenario.
Add the Bouncer Node
Select the Bouncer 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 Bouncer 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 Bouncer 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 Bouncer 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 Bouncer, 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 Bouncer and Close CRM integration works as expected. Depending on your setup, data should flow between Bouncer 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 Bouncer and Close CRM
Close CRM + Bouncer + Slack: When a new lead is created in Close CRM, the email address is verified using Bouncer. If the email is valid, a notification is sent to a Slack channel to alert the sales team.
Close CRM + Bouncer + Google Sheets: When a new lead is created in Close CRM, Bouncer verifies the lead's email address. The lead's information and email verification results are then stored in a Google Sheets spreadsheet.
Bouncer and Close CRM integration alternatives
About Bouncer
Use Bouncer in Latenode to verify email deliverability inside your marketing automation. Connect it to lead sources, CRMs, or signup forms. Stop sending emails to invalid addresses and improve sender reputation directly from your Latenode workflows. Add custom logic via JavaScript for advanced filtering.
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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 Bouncer and Close CRM
How can I connect my Bouncer account to Close CRM using Latenode?
To connect your Bouncer account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bouncer and click on "Connect".
- Authenticate your Bouncer 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 based on Bouncer verification?
Yes, you can! Latenode allows real-time updates, ensuring your Close CRM lead data reflects the latest Bouncer verification status, improving sales efficiency and targeting.
What types of tasks can I perform by integrating Bouncer with Close CRM?
Integrating Bouncer with Close CRM allows you to perform various tasks, including:
- Automatically updating lead statuses in Close CRM based on Bouncer email verification.
- Creating new Close CRM leads from valid email addresses verified by Bouncer.
- Adding notes to Close CRM leads with Bouncer verification details.
- Triggering email sequences in Close CRM for leads passing Bouncer verification.
- Segmenting Close CRM lists based on Bouncer email deliverability scores.
How does Latenode handle large Bouncer verification lists?
Latenode’s architecture is designed for scalability, processing large Bouncer lists efficiently with parallel processing and resource optimization, ensuring minimal delays.
Are there any limitations to the Bouncer and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires valid API keys for both Bouncer and Close CRM.
- Complex workflows with extensive data transformations may require JavaScript knowledge.
- Rate limits of the Bouncer and Close CRM APIs still apply within Latenode.
