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How to connect Close CRM and Awork
Create a New Scenario to Connect Close CRM and Awork
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 Awork will be your first step. To do this, click "Choose an app," find Close CRM or Awork, 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 Awork Node
Next, click the plus (+) icon on the Close CRM node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
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Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the Close CRM and Awork 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 Awork 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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Awork
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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, Awork, 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 Awork integration works as expected. Depending on your setup, data should flow between Close CRM and Awork (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 Awork
Close CRM + Awork + Slack: When a deal is closed in Close CRM, a new project is created in Awork, and a message is sent to a Slack channel to notify the team.
Awork + Close CRM + Google Sheets: When a project is completed in Awork, the corresponding lead is updated in Close CRM, and a log entry is added to a Google Sheet.
Close CRM and Awork 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 Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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FAQ Close CRM and Awork
How can I connect my Close CRM account to Awork using Latenode?
To connect your Close CRM account to Awork 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 Awork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Awork tasks from new Close CRM opportunities?
Yes, you can! Latenode's visual editor makes this easy. Automatically create tasks, assignees, and deadlines for seamless project management when opportunities arise.
What types of tasks can I perform by integrating Close CRM with Awork?
Integrating Close CRM with Awork allows you to perform various tasks, including:
- Automatically create Awork projects when new Close CRM deals are created.
- Sync contact information between Close CRM leads and Awork project members.
- Trigger Awork task updates when a Close CRM deal stage changes.
- Generate project reports in Awork based on Close CRM sales data.
- Send Close CRM deal updates to Awork as project notifications.
How do I handle custom fields in Close CRM when integrating with Awork?
Latenode allows you to map custom fields between Close CRM and Awork, ensuring all your important data is synced and accessible.
Are there any limitations to the Close CRM and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- API rate limits of Close CRM and Awork may affect high-volume workflows.
- Real-time data synchronization depends on the polling interval configured.
