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How to connect Close CRM and Calendly
Create a New Scenario to Connect Close CRM and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find Close CRM or Calendly, 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 Calendly Node
Next, click the plus (+) icon on the Close CRM node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Close CRM and Calendly 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 Calendly 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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Calendly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between Close CRM and Calendly (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 Calendly
Calendly + Close CRM + Google Sheets: When a new invitee is created in Calendly, create a lead in Close CRM and add a row to a Google Sheet with the appointment details for tracking meeting metrics.
Close CRM + Calendly + Slack: When a Close CRM lead's status changes, schedule a Calendly follow-up event and notify the team in Slack to ensure timely action.
Close CRM and Calendly 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 Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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FAQ Close CRM and Calendly
How can I connect my Close CRM account to Calendly using Latenode?
To connect your Close CRM account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Calendly bookings?
Yes, you can! Latenode allows you to automatically create leads in Close CRM from Calendly bookings, ensuring no potential opportunity is missed. Streamline your sales pipeline effortlessly.
What types of tasks can I perform by integrating Close CRM with Calendly?
Integrating Close CRM with Calendly allows you to perform various tasks, including:
- Create new Close CRM leads from Calendly invitee information.
- Update lead status in Close CRM when a Calendly event is booked.
- Send personalized follow-up emails via Close CRM after Calendly meetings.
- Log Calendly meeting details as notes in Close CRM lead activities.
- Trigger custom notifications in Slack based on Calendly and Close CRM events.
How do I handle complex logic between Close CRM and Calendly?
Latenode's visual editor and JavaScript support let you create intricate workflows with conditional logic, data transformations, and custom integrations beyond simple triggers.
Are there any limitations to the Close CRM and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from before the integration setup won't be automatically synced.
- Complex data transformations may require JavaScript knowledge.
- Rate limits from Close CRM and Calendly may affect high-volume workflows.
