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Sync Businessmap project stages with Close CRM deal statuses, ensuring seamless handoffs between project and sales teams. Latenode's JavaScript functions enable advanced field mapping. Automate affordably and scale as your pipeline grows.
Connect Businessmap and Close CRM in minutes with Latenode.
Create Businessmap to Close CRM workflow
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Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Close CRM will be your first step. To do this, click "Choose an app," find Businessmap or Close CRM, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Businessmap node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Businessmap
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Close CRM
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 Businessmap 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 Businessmap and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and Close CRM integration works as expected. Depending on your setup, data should flow between Businessmap and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Close CRM + Slack: When a card (representing a project) in Businessmap reaches a specific stage (defined by the trigger), a task is automatically created in Close CRM to follow up on the project. The sales team is then notified in a dedicated Slack channel about the new task.
Close CRM + Google Sheets + Businessmap: When a deal is closed in Close CRM, a new row is added to a Google Sheet to track the deal's details. The corresponding project status in Businessmap is then updated to reflect the closed deal.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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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How can I connect my Businessmap account to Close CRM using Latenode?
To connect your Businessmap account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Businessmap tasks?
Yes, you can! Latenode lets you automatically create leads in Close CRM when new tasks are added to Businessmap, saving time & improving sales pipeline management. Leverage powerful no-code or code options.
What types of tasks can I perform by integrating Businessmap with Close CRM?
Integrating Businessmap with Close CRM allows you to perform various tasks, including:
How do I handle complex data transformations between Businessmap and Close CRM?
Latenode offers powerful data transformation blocks and JavaScript support, enabling you to handle even the most complex data mapping requirements with ease.
Are there any limitations to the Businessmap and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: