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How to connect Close CRM and Bitly
Create a New Scenario to Connect Close CRM and Bitly
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 Bitly will be your first step. To do this, click "Choose an app," find Close CRM or Bitly, 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.
Add the Bitly Node
Next, click the plus (+) icon on the Close CRM node, select Bitly from the list of available apps, and choose the action you need from the list of nodes within Bitly.
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Bitly
Authenticate Bitly
Now, click the Bitly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitly settings. Authentication allows you to use Bitly through Latenode.
Configure the Close CRM and Bitly 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 Bitly 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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Bitly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Bitly, 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 Bitly integration works as expected. Depending on your setup, data should flow between Close CRM and Bitly (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 Bitly
Close CRM + Bitly + Google Sheets: When a new lead is created in Close CRM, a Bitly link is shortened and stored. The original URL and the shortened Bitly link are then added as a new row in a Google Sheet for tracking.
Bitly + Close CRM + Slack: When a Bitly link is clicked, and the link expands to a Close CRM deal URL, a notification is sent to a specified Slack channel with details about the click and the corresponding deal.
Close CRM and Bitly 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 Bitly
Use Bitly in Latenode to automatically shorten and track links within your workflows. Share campaign URLs, monitor click rates, and optimize outreach directly from your automated processes. Combine Bitly's link management with Latenode's flexible logic and data integrations for end-to-end control, avoiding manual updates and broken flows.
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See how Latenode works
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FAQ Close CRM and Bitly
How can I connect my Close CRM account to Bitly using Latenode?
To connect your Close CRM account to Bitly 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 Bitly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically shorten Close CRM opportunity URLs?
Yes, you can! Latenode lets you automate URL shortening, making sharing links easier. Boost efficiency and track clicks without coding, leveraging Latenode’s no-code approach and scalability.
What types of tasks can I perform by integrating Close CRM with Bitly?
Integrating Close CRM with Bitly allows you to perform various tasks, including:
- Automatically shorten new Close CRM lead URLs for easier sharing.
- Track click-through rates on shortened links in Bitly for Close CRM opportunities.
- Update Close CRM opportunity notes with shortened link statistics.
- Create custom branded short links for Close CRM marketing campaigns.
- Trigger alerts in Close CRM when Bitly link clicks exceed a threshold.
Can I use JavaScript to extend the Close CRM integration?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformations for Close CRM beyond the built-in features.
Are there any limitations to the Close CRM and Bitly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from the Close CRM and Bitly APIs still apply.
- Advanced Bitly features may require a paid Bitly subscription.
- Custom JavaScript code requires technical proficiency.
