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How to connect Close CRM and Alegra
Create a New Scenario to Connect Close CRM and Alegra
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 Alegra will be your first step. To do this, click "Choose an app," find Close CRM or Alegra, 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 Alegra Node
Next, click the plus (+) icon on the Close CRM node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Close CRM and Alegra 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 Alegra 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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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Alegra, 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 Alegra integration works as expected. Depending on your setup, data should flow between Close CRM and Alegra (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 Alegra
Close CRM + Alegra + Slack: When a deal closes in Close CRM, a sales invoice is created in Alegra, and a congratulatory message is sent to a Slack channel.
Alegra + Close CRM + Google Sheets: When an invoice is paid in Alegra, the corresponding customer's record is updated in Close CRM, and the payment information is logged in Google Sheets.
Close CRM and Alegra 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 Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ Close CRM and Alegra
How can I connect my Close CRM account to Alegra using Latenode?
To connect your Close CRM account to Alegra 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 Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from new Close CRM deals?
Yes! Latenode allows this via visual workflows, creating invoices in Alegra when a new deal reaches a specific stage in Close CRM. Streamline accounting and sales, no code required.
What types of tasks can I perform by integrating Close CRM with Alegra?
Integrating Close CRM with Alegra allows you to perform various tasks, including:
- Create new Alegra contacts from new Close CRM leads.
- Update contact information in Alegra when it's changed in Close CRM.
- Generate sales reports combining data from both Close CRM and Alegra.
- Send payment reminders from Alegra based on deal stages in Close CRM.
- Automatically reconcile invoices in Alegra with closed deals in Close CRM.
HowdoIhandlefieldmappingdifferencesbetweenCloseCRMandAlegra?
Latenode's data mapping tools allow you to transform and align data, ensuring seamless field synchronization between Close CRM and Alegra, even with schema differences.
Are there any limitations to the Close CRM and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Close CRM might require custom JavaScript mapping.
- Real-time synchronization depends on the API limits of Close CRM and Alegra.
- Historical data migration requires careful planning and may involve data transformations.
