Close CRM and Beehiiv Integration

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Automatically add new Close CRM leads to Beehiiv for email nurturing, scaling your outreach without manual data entry. Latenode's visual editor and affordable execution pricing make it easier to build and run complex sales automations.

Swap Apps

Close CRM

Beehiiv

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Beehiiv

Create a New Scenario to Connect Close CRM and Beehiiv

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

Sign In

Run node once

Add the Beehiiv Node

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

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Close CRM

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Beehiiv

Authenticate Beehiiv

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

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Close CRM

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Beehiiv

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Connect Beehiiv

Sign In

Run node once

Configure the Close CRM and Beehiiv 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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Close CRM

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Beehiiv Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Beehiiv 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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Webhook response

Save and Activate the Scenario

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

Close CRM + Beehiiv + Slack: When a new lead is created in Close CRM, a subscriber is added to Beehiiv. Then, a welcome message is sent to a designated sales channel on Slack to notify the team.

Beehiiv + Google Sheets + Close CRM: When a new subscriber is added to Beehiiv, their data is added to a Google Sheet. This new row triggers a contact creation in Close CRM using the subscriber's information.

Close CRM and Beehiiv 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.

Related categories

About Beehiiv

Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.

See how Latenode works

FAQ Close CRM and Beehiiv

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

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

Can I automatically add new Close CRM leads to Beehiiv?

Yes, with Latenode you can instantly add new Close CRM leads as Beehiiv subscribers. Latenode's visual editor and logic blocks provide a fast and reliable way to automate list growth.

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

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

  • Add new Close CRM leads to a specific Beehiiv email list.
  • Update Beehiiv subscriber information when a lead is updated in Close CRM.
  • Trigger email sequences in Beehiiv based on Close CRM deal stages.
  • Segment Beehiiv subscribers based on data from Close CRM custom fields.
  • Create Close CRM tasks when new subscribers join Beehiiv lists.

How secure is my Close CRM data on Latenode?

Latenode employs industry-standard encryption and security protocols to ensure your Close CRM and Beehiiv data remains protected during integration and workflow execution.

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

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

  • Complex data transformations may require custom JavaScript code.
  • Rate limits imposed by Close CRM and Beehiiv APIs may affect performance.
  • Historical data migration might need manual setup and configuration.

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