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How to connect Close CRM and Airparser
Create a New Scenario to Connect Close CRM and Airparser
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 Airparser will be your first step. To do this, click "Choose an app," find Close CRM or Airparser, 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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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 Airparser Node
Next, click the plus (+) icon on the Close CRM node, select Airparser from the list of available apps, and choose the action you need from the list of nodes within Airparser.
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Authenticate Airparser
Now, click the Airparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Airparser settings. Authentication allows you to use Airparser through Latenode.
Configure the Close CRM and Airparser 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 Airparser 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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Airparser
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Airparser, 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 Airparser integration works as expected. Depending on your setup, data should flow between Close CRM and Airparser (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 Airparser
Airparser + Close CRM + Slack: When Airparser extracts new contact information from a document, it automatically creates a new lead in Close CRM and sends a notification to a designated Slack channel to alert the sales team.
Airparser + Close CRM + Google Sheets: Airparser parses invoice data. The extracted data updates existing client details in Close CRM. The invoice details are logged in Google Sheets for tracking and reporting.
Close CRM and Airparser 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 Airparser
Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.
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See how Latenode works
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FAQ Close CRM and Airparser
How can I connect my Close CRM account to Airparser using Latenode?
To connect your Close CRM account to Airparser 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 Airparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads from parsed email data?
Yes, you can! Latenode's visual editor simplifies mapping Airparser data directly to Close CRM fields, eliminating manual data entry and keeping your CRM effortlessly up-to-date.
What types of tasks can I perform by integrating Close CRM with Airparser?
Integrating Close CRM with Airparser allows you to perform various tasks, including:
- Automatically creating Close CRM leads from parsed contact information.
- Updating Close CRM opportunity stages based on data extracted from parsed documents.
- Enriching Close CRM contact profiles with information found in parsed email signatures.
- Triggering follow-up tasks in Close CRM when Airparser detects specific keywords.
- Generating Close CRM reports using aggregated data extracted and transformed by Airparser.
What Close CRM data can Latenode access and manipulate?
Latenode can access and manipulate leads, contacts, opportunities, and custom fields, automating data updates and workflow triggers based on your defined logic.
Are there any limitations to the Close CRM and Airparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Close CRM and Airparser APIs apply.
- Initial setup requires understanding of both Close CRM and Airparser data structures.
