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Automatically update Close CRM with ClickMeeting webinar attendance and engagement data. Latenode's visual editor and affordable pay-by-execution pricing make lead nurturing and sales follow-up easier and more scalable than ever.
Connect ClickMeeting and Close CRM in minutes with Latenode.
Create ClickMeeting to Close CRM workflow
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Automate your workflow
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ClickMeeting
Close CRM
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Create a New Scenario to Connect ClickMeeting 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 ClickMeeting, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickMeeting or Close CRM will be your first step. To do this, click "Choose an app," find ClickMeeting or Close CRM, and select the appropriate trigger to start the scenario.
Add the ClickMeeting Node
Select the ClickMeeting node from the app selection panel on the right.
ClickMeeting
Configure the ClickMeeting
Click on the ClickMeeting node to configure it. You can modify the ClickMeeting 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 ClickMeeting node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
ClickMeeting
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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 ClickMeeting 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 ClickMeeting 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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ClickMeeting
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ClickMeeting, 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 ClickMeeting and Close CRM integration works as expected. Depending on your setup, data should flow between ClickMeeting and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ClickMeeting + Close CRM + Slack: When a new attendee joins a ClickMeeting webinar, their lead status is updated in Close CRM. A notification is then sent to a Slack channel to alert the sales team about the engaged lead.
Close CRM + ClickMeeting + Google Calendar: When a new lead is created in Close CRM, a new conference is scheduled in ClickMeeting for that lead, and a corresponding event is created in Google Calendar.
About ClickMeeting
Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event 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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How can I connect my ClickMeeting account to Close CRM using Latenode?
To connect your ClickMeeting account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from ClickMeeting webinar registrations?
Yes, you can! Latenode's visual editor lets you map ClickMeeting registration data directly to Close CRM lead fields, saving your sales team valuable time.
What types of tasks can I perform by integrating ClickMeeting with Close CRM?
Integrating ClickMeeting with Close CRM allows you to perform various tasks, including:
Can I use JavaScript code to extend ClickMeeting workflows?
Yes, Latenode allows you to use JavaScript code blocks within your ClickMeeting workflows for advanced data manipulation or custom logic.
Are there any limitations to the ClickMeeting and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: