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How to connect Cal.com and Close CRM
Create a New Scenario to Connect Cal.com 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 Cal.com, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cal.com or Close CRM will be your first step. To do this, click "Choose an app," find Cal.com or Close CRM, and select the appropriate trigger to start the scenario.
Add the Cal.com Node
Select the Cal.com 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 Cal.com 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 Cal.com 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 Cal.com 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 Cal.com, 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 Cal.com and Close CRM integration works as expected. Depending on your setup, data should flow between Cal.com 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 Cal.com and Close CRM
Cal.com + Close CRM + Slack: When a new booking is created in Cal.com, a new lead is created in Close CRM. Then a message is sent to a Slack channel to notify the team about the new lead.
Close CRM + Cal.com + Google Sheets: When a lead status changes in Close CRM, a follow-up meeting is scheduled via Cal.com. The lead details are then logged into a Google Sheet.
Cal.com and Close CRM integration alternatives
About Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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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 Cal.com and Close CRM
How can I connect my Cal.com account to Close CRM using Latenode?
To connect your Cal.com account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cal.com and click on "Connect".
- Authenticate your Cal.com 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 Cal.com bookings?
Yes, you can! Latenode's visual editor makes it easy to automatically create new leads in Close CRM whenever a new booking is made in Cal.com, streamlining your sales process and saving you time.
What types of tasks can I perform by integrating Cal.com with Close CRM?
Integrating Cal.com with Close CRM allows you to perform various tasks, including:
- Create a Close CRM lead when a new Cal.com booking is made.
- Update Close CRM contact details after a Cal.com booking update.
- Send personalized follow-up emails via Close CRM after meetings.
- Log Cal.com meeting details as notes in Close CRM activities.
- Trigger Close CRM tasks based on Cal.com booking outcomes.
Can I use JavaScript to customize my Cal.com + Close CRM integration?
Yes! Latenode lets you use JavaScript to add custom logic to your Cal.com and Close CRM workflows, going beyond basic integrations for advanced automation.
Are there any limitations to the Cal.com and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the Cal.com and Close CRM API limits.
- Historical data migration is not directly supported by the integration.
