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How to connect Close CRM and Apollo
Create a New Scenario to Connect Close CRM and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find Close CRM or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the Close CRM node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Close CRM and Apollo 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 Apollo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between Close CRM and Apollo (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 Apollo
Apollo + Close CRM + Slack: When a new contact is created in Apollo, the system searches for corresponding leads in Close CRM. If a match is found, a notification is sent to a designated Slack channel, informing the sales team about the potential lead.
Apollo + Close CRM + Gmail: Automatically create a new lead in Close CRM when a new contact is created in Apollo. Subsequently, send a welcome email to the newly created lead using Gmail.
Close CRM and Apollo 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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Close CRM and Apollo
How can I connect my Close CRM account to Apollo using Latenode?
To connect your Close CRM account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Close CRM leads with Apollo data?
Yes, easily! Latenode's flexible data mapping lets you automatically update Close CRM with detailed contact information from Apollo, ensuring your sales team has the most complete lead profiles.
What types of tasks can I perform by integrating Close CRM with Apollo?
Integrating Close CRM with Apollo allows you to perform various tasks, including:
- Automatically create Close CRM leads from new Apollo contacts.
- Enrich existing Close CRM contacts with data found in Apollo.
- Trigger Apollo sequences when deals reach certain stages in Close CRM.
- Log Apollo activity within Close CRM as notes or tasks.
- Sync contact updates between Close CRM and Apollo in real-time.
How can I automatically update lead statuses in Close CRM?
Latenode allows you to create custom workflows triggered by Apollo events to automatically update statuses in Close CRM, improving efficiency.
Are there any limitations to the Close CRM and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require additional setup using custom workflows.
- Complex data transformations might necessitate JavaScript code blocks.
- Rate limits of both Close CRM and Apollo APIs apply to the integration.
