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How to connect Close CRM and Blue
Create a New Scenario to Connect Close CRM and Blue
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 Blue will be your first step. To do this, click "Choose an app," find Close CRM or Blue, 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 Blue Node
Next, click the plus (+) icon on the Close CRM node, select Blue from the list of available apps, and choose the action you need from the list of nodes within Blue.
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Authenticate Blue
Now, click the Blue node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Blue settings. Authentication allows you to use Blue through Latenode.
Configure the Close CRM and Blue 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 Blue 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, Blue, 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 Blue integration works as expected. Depending on your setup, data should flow between Close CRM and Blue (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 Blue
Close CRM + Blue + Slack: When a lead's status changes in Close CRM, update the corresponding project's status in Blue and send a notification to a designated Slack channel.
Blue + Google Sheets + Close CRM: When a project event occurs in Blue, log the event details to a Google Sheet. Upon completion of the project in Blue, update the associated lead's status in Close CRM.
Close CRM and Blue 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 Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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See how Latenode works
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FAQ Close CRM and Blue
How can I connect my Close CRM account to Blue using Latenode?
To connect your Close CRM account to Blue 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 Blue accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Blue records with new Close CRM leads?
Yes, you can! Latenode allows real-time updates via custom workflows. Triggered by new Close CRM leads, Blue records update automatically, saving time and improving data accuracy.
What types of tasks can I perform by integrating Close CRM with Blue?
Integrating Close CRM with Blue allows you to perform various tasks, including:
- Create new Blue contacts from newly qualified Close CRM leads.
- Update Blue opportunities when deals progress in Close CRM.
- Sync Close CRM tasks to Blue as project tasks for better collaboration.
- Send Blue messages when a new Close CRM opportunity is created.
- Track Close CRM deal wins within Blue's reporting dashboards.
How secure is my Close CRM data when using Latenode integrations?
Latenode uses advanced encryption and secure authentication protocols to protect your Close CRM data during integration and transit.
Are there any limitations to the Close CRM and Blue integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time sync depends on the API rate limits of both Close CRM and Blue.
- Historical data migration between Close CRM and Blue may require a separate process.
