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How to connect Bubble and Close CRM
Create a New Scenario to Connect Bubble 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 Bubble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bubble or Close CRM will be your first step. To do this, click "Choose an app," find Bubble or Close CRM, and select the appropriate trigger to start the scenario.
Add the Bubble Node
Select the Bubble 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 Bubble 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 Bubble 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 Bubble 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bubble, 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 Bubble and Close CRM integration works as expected. Depending on your setup, data should flow between Bubble 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 Bubble and Close CRM
Bubble + Close CRM + Slack: When a new user signs up in Bubble, a new lead is created in Close CRM. A notification is then sent to a designated Slack channel to inform the sales team of the new lead.
Close CRM + Bubble + Google Sheets: When a deal's status changes in Close CRM, the corresponding record is updated in a Bubble app. The updated data is then added as a new row in a Google Sheet for reporting purposes.
Bubble and Close CRM integration alternatives
About Bubble
Use Bubble's visual builder inside Latenode for flexible no-code apps within your automation workflows. Trigger flows based on Bubble events or update Bubble data from other services. Automate complex logic using JavaScript or AI, and scale your apps affordably thanks to Latenode's execution-time pricing and API-first design.
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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 Bubble and Close CRM
How can I connect my Bubble account to Close CRM using Latenode?
To connect your Bubble account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bubble and click on "Connect".
- Authenticate your Bubble and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Bubble sign-ups?
Yes, you can! With Latenode, automate lead creation from Bubble sign-ups instantly. Avoid manual data entry and nurture leads faster, scaling your outreach effortlessly.
What types of tasks can I perform by integrating Bubble with Close CRM?
Integrating Bubble with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from Bubble form submissions.
- Update Close CRM opportunity statuses based on Bubble app events.
- Send personalized emails via Close CRM when a Bubble user takes action.
- Sync contact information between Bubble and Close CRM in real-time.
- Trigger Close CRM tasks when new Bubble database entries are created.
How do I handle complex data transformations between Bubble and Close CRM?
Latenode allows custom JavaScript code and AI steps for advanced data handling between Bubble and Close CRM, providing ultimate flexibility.
Are there any limitations to the Bubble and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bubble data structures may require custom JavaScript transformation.
- Rate limits on the Bubble or Close CRM API can affect high-volume workflows.
- Real-time data sync depends on the webhook availability of both apps.
