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Automatically create or update Close CRM leads from 123FormBuilder submissions, enriching your sales pipeline. Latenode's visual editor and affordable execution pricing makes building sophisticated lead management workflows easier than ever.
Connect Close CRM and 123FormBuilder in minutes with Latenode.
Create Close CRM to 123FormBuilder workflow
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Automate your workflow
Swap Apps
Close CRM
123FormBuilder
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Create a New Scenario to Connect Close CRM and 123FormBuilder
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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or 123FormBuilder will be your first step. To do this, click "Choose an app," find Close CRM or 123FormBuilder, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the 123FormBuilder Node
Next, click the plus (+) icon on the Close CRM node, select 123FormBuilder from the list of available apps, and choose the action you need from the list of nodes within 123FormBuilder.
Close CRM
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123FormBuilder
Authenticate 123FormBuilder
Now, click the 123FormBuilder node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 123FormBuilder settings. Authentication allows you to use 123FormBuilder through Latenode.
Configure the Close CRM and 123FormBuilder 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 Close CRM and 123FormBuilder 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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123FormBuilder
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, 123FormBuilder, 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 Close CRM and 123FormBuilder integration works as expected. Depending on your setup, data should flow between Close CRM and 123FormBuilder (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
123FormBuilder + Close CRM + Slack: When a new submission is received in 123FormBuilder, a new lead is created in Close CRM. A notification is then sent to a Slack channel to inform the sales team about the new lead.
123FormBuilder + Google Sheets + Close CRM: When a new submission is received in 123FormBuilder, a new row is added to a Google Sheet to store the submission data. A lead is also created in Close CRM based on the form submission.
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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About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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How can I connect my Close CRM account to 123FormBuilder using Latenode?
To connect your Close CRM account to 123FormBuilder on Latenode, follow these steps:
Can I automatically create leads from form submissions?
Yes, you can! Latenode allows you to instantly create new Close CRM leads from 123FormBuilder submissions, saving time and improving lead response rates.
What types of tasks can I perform by integrating Close CRM with 123FormBuilder?
Integrating Close CRM with 123FormBuilder allows you to perform various tasks, including:
How can I customize the data mapping for my Close CRM integration?
Latenode's data mapping features allow you to customize data flows between Close CRM and 123FormBuilder, ensuring accurate and relevant data transfer.
Are there any limitations to the Close CRM and 123FormBuilder integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: