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How to connect Close CRM and 7todos
Create a New Scenario to Connect Close CRM and 7todos
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 7todos will be your first step. To do this, click "Choose an app," find Close CRM or 7todos, 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.
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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 7todos Node
Next, click the plus (+) icon on the Close CRM node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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7todos
Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the Close CRM and 7todos 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 7todos 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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JavaScript
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AI Anthropic Claude 3
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7todos
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, 7todos, 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 7todos integration works as expected. Depending on your setup, data should flow between Close CRM and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and 7todos
Close CRM + 7todos + Slack: When a lead's status changes in Close CRM, a follow-up task is created in 7todos, and a notification is sent to a Slack channel.
7todos + Close CRM + Google Calendar: When a task's due date approaches in 7todos, the automation creates an event in Google Calendar and updates the linked lead in Close CRM.
Close CRM and 7todos integration alternatives
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 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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FAQ Close CRM and 7todos
How can I connect my Close CRM account to 7todos using Latenode?
To connect your Close CRM account to 7todos on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create 7todos tasks from new Close CRM leads?
Yes, you can! Latenode allows creating workflows that trigger task creation in 7todos when new leads appear in Close CRM. Automate lead follow-ups for faster response times.
What types of tasks can I perform by integrating Close CRM with 7todos?
Integrating Close CRM with 7todos allows you to perform various tasks, including:
- Create 7todos tasks when a new lead is added to Close CRM.
- Update 7todos tasks when a deal stage changes in Close CRM.
- Assign 7todos tasks to team members based on Close CRM lead owner.
- Send Close CRM contact information to 7todos task descriptions.
- Generate recurring 7todos tasks for Close CRM opportunities.
Can I use custom JavaScript code with Close CRM on Latenode?
Yes, you can use custom JavaScript to transform data or add custom logic to your Close CRM automation workflows on Latenode.
Are there any limitations to the Close CRM and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- API rate limits from Close CRM and 7todos may affect performance.
- Real-time synchronization depends on API availability.
