Close CRM and Businessmap Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Sync Close CRM deals to Businessmap projects for streamlined sales and delivery handoffs. Latenode’s visual editor and JavaScript nodes let you build custom triggers and logic, scaling the automation affordably as your business grows.

Swap Apps

Close CRM

Businessmap

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Close CRM and Businessmap

Create a New Scenario to Connect Close CRM and Businessmap

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

+
1

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.

+
1

Close CRM

Node type

#1 Close CRM

/

Name

Untitled

Connection *

Select

Map

Connect Close CRM

Sign In
⏵

Run node once

Add the Businessmap Node

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

1

Close CRM

âš™

+
2

Businessmap

Authenticate Businessmap

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

1

Close CRM

âš™

+
2

Businessmap

Node type

#2 Businessmap

/

Name

Untitled

Connection *

Select

Map

Connect Businessmap

Sign In
⏵

Run node once

Configure the Close CRM and Businessmap Nodes

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

1

Close CRM

âš™

+
2

Businessmap

Node type

#2 Businessmap

/

Name

Untitled

Connection *

Select

Map

Connect Businessmap

Businessmap Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏵

Run node once

Set Up the Close CRM and Businessmap 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.
5

JavaScript

âš™

6

AI Anthropic Claude 3

âš™

+
7

Businessmap

1

Trigger on Webhook

âš™

2

Close CRM

âš™

âš™

3

Iterator

âš™

+
4

Webhook response

Save and Activate the Scenario

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

Close CRM + Businessmap + Slack: When a lead's status changes to closed in Close CRM, a new project card is created in Businessmap, and a notification is sent to a Slack channel to inform the team.

Businessmap + Close CRM + Google Sheets: When a card event occurs in Businessmap (e.g., card moved to 'Completed'), update the corresponding lead in Close CRM and log the details in a Google Sheet.

Close CRM and Businessmap 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 Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

See how Latenode works

FAQ Close CRM and Businessmap

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

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

Can I automatically update Businessmap cards when deals close?

Yes, with Latenode you can! Automatically update Businessmap cards upon Close CRM deal closures. Latenode's no-code editor makes building this automation simple and scalable.

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

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

  • Create Businessmap cards for new Close CRM leads.
  • Update Close CRM opportunities when cards are moved in Businessmap.
  • Sync contact details between Close CRM and Businessmap automatically.
  • Trigger Businessmap automations based on Close CRM deal stages.
  • Generate reports combining data from Close CRM and Businessmap.

Can I use JavaScript to enhance my Close CRM automations?

Yes! Latenode allows using JavaScript for complex logic or data transformation within your Close CRM workflows, offering unparalleled customization.

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

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

  • Historical data migration between the platforms may require custom scripting.
  • Complex field mappings might necessitate JavaScript transformations.
  • Rate limits on the Close CRM and Businessmap APIs can affect large data syncs.

Try now