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How to connect Box and Close CRM
Create a New Scenario to Connect Box 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 Box, triggered by another scenario, or executed manually (for testing purposes). In most cases, Box or Close CRM will be your first step. To do this, click "Choose an app," find Box or Close CRM, and select the appropriate trigger to start the scenario.
Add the Box Node
Select the Box 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 Box 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 Box 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 Box 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 Box, 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 Box and Close CRM integration works as expected. Depending on your setup, data should flow between Box 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 Box and Close CRM
Close CRM + Box + Slack: When a lead's status changes in Close CRM, their associated call recordings in Box are shared with the relevant team members in Slack by sending a public channel message.
Close CRM + Box + Google Sheets: When a new lead is created in Close CRM, a folder is created in Box to store related documents. The lead's details and the folder link are then logged in a Google Sheet.
Box and Close CRM integration alternatives
About Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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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 Box and Close CRM
How can I connect my Box account to Close CRM using Latenode?
To connect your Box account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Box and click on "Connect".
- Authenticate your Box and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive closed deal documents?
Yes, you can! Latenode automates this process, saving time. Triggered by a closed deal in Close CRM, files move from Box to a designated archive folder.
What types of tasks can I perform by integrating Box with Close CRM?
Integrating Box with Close CRM allows you to perform various tasks, including:
- Create new Box folders when new leads are added to Close CRM.
- Automatically upload signed contracts from Box to a contact in Close CRM.
- Update Close CRM deal stages based on file status changes in Box.
- Generate proposals in Box and automatically share them with leads in Close CRM.
- Archive all Box documents related to a deal upon closing it in Close CRM.
Can I use JavaScript to customize the Box and Close CRM integration?
Yes! Latenode allows custom JavaScript code for advanced data manipulation, creating highly tailored workflows beyond simple field mapping.
Are there any limitations to the Box and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may impact workflow execution time.
- Complex folder structures in Box can require more intricate workflow design.
- Custom field mappings might need adjustments with API changes.
