Close CRM and Baserow Integration

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Sync Close CRM leads to Baserow databases automatically. Latenode's visual editor and affordable execution pricing make managing complex lead flows easier, letting you customize data handling with JavaScript for advanced insights.

Swap Apps

Close CRM

Baserow

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Baserow

Create a New Scenario to Connect Close CRM and Baserow

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 Baserow will be your first step. To do this, click "Choose an app," find Close CRM or Baserow, 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.

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Close CRM

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Connect Close CRM

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Run node once

Add the Baserow Node

Next, click the plus (+) icon on the Close CRM node, select Baserow from the list of available apps, and choose the action you need from the list of nodes within Baserow.

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Baserow

Authenticate Baserow

Now, click the Baserow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Baserow settings. Authentication allows you to use Baserow through Latenode.

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Baserow

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Run node once

Configure the Close CRM and Baserow Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

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Run node once

Set Up the Close CRM and Baserow 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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Save and Activate the Scenario

After configuring Close CRM, Baserow, 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 Baserow integration works as expected. Depending on your setup, data should flow between Close CRM and Baserow (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 Baserow

Close CRM + Baserow + Slack: When a lead's status changes in Close CRM, a row is created in Baserow to track the customer. A congratulatory message is then sent to a Slack channel.

Baserow + Close CRM + Google Sheets: When a row is updated in Baserow, the corresponding lead is updated in Close CRM. Then, the changes are logged in a Google Sheets spreadsheet.

Close CRM and Baserow 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 Baserow

Use Baserow with Latenode to build flexible databases that trigger automated workflows. Update Baserow rows from any app, or use row changes to start complex flows. Perfect for managing data within Latenode automations without complex coding. Scale easily with Latenode’s efficient, pay-per-execution pricing.

See how Latenode works

FAQ Close CRM and Baserow

How can I connect my Close CRM account to Baserow using Latenode?

To connect your Close CRM account to Baserow 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 Baserow accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Baserow records from new Close CRM leads?

Yes, you can! Latenode lets you instantly sync new Close CRM leads to Baserow. This ensures all lead info is centralized, saving time and improving data consistency.

What types of tasks can I perform by integrating Close CRM with Baserow?

Integrating Close CRM with Baserow allows you to perform various tasks, including:

  • Automatically creating new Baserow records from new Close CRM contacts.
  • Updating Close CRM opportunities when Baserow data changes.
  • Syncing contact information between Close CRM and Baserow databases.
  • Generating reports in Baserow based on Close CRM sales data.
  • Triggering Close CRM actions based on Baserow database updates.

What Close CRM data can I access within Latenode workflows?

Latenode allows access to leads, contacts, opportunities, activities, and custom fields in Close CRM to use in automations.

Are there any limitations to the Close CRM and Baserow integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript coding.
  • High-volume data synchronization might impact workflow execution time.
  • Real-time updates depend on the polling interval of the Close CRM API.

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