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How to connect Close CRM and Box
Create a New Scenario to Connect Close CRM and Box
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 Box will be your first step. To do this, click "Choose an app," find Close CRM or Box, 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 Box Node
Next, click the plus (+) icon on the Close CRM node, select Box from the list of available apps, and choose the action you need from the list of nodes within Box.
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Authenticate Box
Now, click the Box node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Box settings. Authentication allows you to use Box through Latenode.
Configure the Close CRM and Box 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 Box 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, Box, 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 Box integration works as expected. Depending on your setup, data should flow between Close CRM and Box (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 Box
Close CRM + Box + Slack: When a deal's status changes in Close CRM, find related documents in Close CRM. Upload those documents to Box into a specified folder. Finally, notify the sales team in a Slack channel about the closed deal and the saved documents.
Box + Close CRM + Google Sheets: When a new file is added to a specific Box folder (call recordings), create a new lead in Close CRM with the recording details. Add a row to a Google Sheet to track call information, including the Close CRM lead ID and the Box file link.
Close CRM and Box 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 Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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See how Latenode works
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FAQ Close CRM and Box
How can I connect my Close CRM account to Box using Latenode?
To connect your Close CRM account to Box 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 Box accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Close CRM leads to Box?
Yes, you can! Latenode enables automatic backups of Close CRM leads to Box. Ensure data security and easy access with automated workflows.
What types of tasks can I perform by integrating Close CRM with Box?
Integrating Close CRM with Box allows you to perform various tasks, including:
- Automatically save new Close CRM leads' documents to a Box folder.
- Create new Box folders for each new opportunity in Close CRM.
- Update Close CRM deals when related files are uploaded to Box.
- Share Box files with Close CRM contacts directly from the CRM.
- Archive closed Close CRM deals and related files to a Box archive.
Can I trigger Close CRM actions based on Box file changes?
Yes, you can. Latenode’s real-time triggers let you automate Close CRM processes when files change in Box, enhancing workflow efficiency.
Are there any limitations to the Close CRM and Box integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may impact workflow execution time.
- Real-time triggers depend on the polling interval between the apps.
- Complex workflows require careful planning to avoid errors.
