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How to connect Circle and Close CRM
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Close CRM will be your first step. To do this, click "Choose an app," find Circle or Close CRM, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle 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 Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Close CRM integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Close CRM
Circle + Close CRM + Google Sheets: When a new member joins a Circle community, a new lead is created in Close CRM. The member's information and activity are then logged in a Google Sheets spreadsheet for reporting purposes.
Close CRM + Circle + Slack: When a deal is closed in Close CRM, the automation grants the customer access to a private Circle community space and sends a notification to a designated Slack channel to inform the sales team.
Circle and Close CRM integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle and Close CRM
How can I connect my Circle account to Close CRM using Latenode?
To connect your Circle account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle 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 Circle members?
Yes, you can! Latenode's visual editor and advanced logic let you instantly create Close CRM leads. This saves time and ensures no potential customer is missed, scaling your outreach efforts.
What types of tasks can I perform by integrating Circle with Close CRM?
Integrating Circle with Close CRM allows you to perform various tasks, including:
- Create new Close CRM contacts when a new member joins a Circle community.
- Update Close CRM opportunity stages based on Circle engagement levels.
- Send personalized welcome messages via Circle to new Close CRM leads.
- Trigger Close CRM tasks when a Circle member achieves a milestone.
- Log Circle community activity in Close CRM as notes on contact records.
HowsecureistheCircleintegrationwithLatenodeandwhatdataisaccessible?
Latenode uses secure authentication. You control exactly what data is shared between Circle and Close CRM within workflows, following strict permission protocols.
Are there any limitations to the Circle and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows with many steps may require more processing time.
- Custom fields in Circle or Close CRM might require manual mapping in Latenode.
- Rate limits imposed by Circle or Close CRM API apply to integration workflows.
