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How to connect Close CRM and Cal.com
Create a New Scenario to Connect Close CRM and Cal.com
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 Cal.com will be your first step. To do this, click "Choose an app," find Close CRM or Cal.com, 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 Cal.com Node
Next, click the plus (+) icon on the Close CRM node, select Cal.com from the list of available apps, and choose the action you need from the list of nodes within Cal.com.
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Authenticate Cal.com
Now, click the Cal.com node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cal.com settings. Authentication allows you to use Cal.com through Latenode.
Configure the Close CRM and Cal.com 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 Cal.com 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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Cal.com
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Cal.com, 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 Cal.com integration works as expected. Depending on your setup, data should flow between Close CRM and Cal.com (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 Cal.com
Cal.com + Close CRM + Zoom: When a new booking is made in Cal.com, a new lead is created in Close CRM. Then, a meeting is automatically created in Zoom for the booking.
Close CRM + Cal.com + Google Sheets: When a new lead is created in Close CRM, the lead's information is added to a Google Sheet. Then, an initial meeting is scheduled via Cal.com.
Close CRM and Cal.com 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 Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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See how Latenode works
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FAQ Close CRM and Cal.com
How can I connect my Close CRM account to Cal.com using Latenode?
To connect your Close CRM account to Cal.com 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 Cal.com accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Cal.com bookings?
Yes, you can! Latenode allows you to instantly create new Close CRM leads when someone books through Cal.com, saving your sales team valuable time and eliminating manual entry.
What types of tasks can I perform by integrating Close CRM with Cal.com?
Integrating Close CRM with Cal.com allows you to perform various tasks, including:
- Creating new Close CRM contacts from Cal.com bookings.
- Updating Close CRM opportunities when meetings are scheduled.
- Sending follow-up emails after Cal.com appointments.
- Adding internal notes to Close CRM deals based on meeting details.
- Triggering automated tasks in other apps upon appointment completion.
How secure is my Close CRM data when using Latenode?
Latenode employs enterprise-grade security measures to protect your data, including encryption and secure authentication protocols.
Are there any limitations to the Close CRM and Cal.com integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript knowledge.
- Rate limits on the Close CRM and Cal.com APIs can affect high-volume workflows.
- Historical data synchronization is not supported by default.
