How to connect Close CRM and Cleverreach
Create a New Scenario to Connect Close CRM and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find Close CRM or Cleverreach, 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.

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

Close CRM
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Cleverreach

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

JavaScript
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AI Anthropic Claude 3
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Cleverreach
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Close CRM, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between Close CRM and Cleverreach (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 Cleverreach
Close CRM + Cleverreach + Slack: When a lead's status changes in Close CRM, the contact is added to a nurture sequence in Cleverreach. The sales team is notified in Slack via a public channel message.
Cleverreach + Close CRM + Google Sheets: When a new subscriber is added in Cleverreach, a lead is created in Close CRM. The lead information is also recorded in a Google Sheet for tracking purposes.
Close CRM and Cleverreach 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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
FAQ Close CRM and Cleverreach
How can I connect my Close CRM account to Cleverreach using Latenode?
To connect your Close CRM account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Close CRM leads to Cleverreach?
Yes, you can! Latenode allows you to automatically add new leads from Close CRM to your Cleverreach lists. This saves time and ensures consistent contact management.
What types of tasks can I perform by integrating Close CRM with Cleverreach?
Integrating Close CRM with Cleverreach allows you to perform various tasks, including:
- Automatically adding new Close CRM contacts to a Cleverreach mailing list.
- Updating contact information in Cleverreach based on Close CRM updates.
- Triggering email campaigns in Cleverreach based on deal stages in Close CRM.
- Segmenting Cleverreach subscribers based on Close CRM lead data.
- Sending personalized follow-up emails through Cleverreach after Close CRM events.
How easily can I filter Close CRM contacts before adding them to Cleverreach?
Latenode's visual editor lets you create advanced filters using code or AI for precise contact segmentation before adding them to Cleverreach.
Are there any limitations to the Close CRM and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of the Close CRM and Cleverreach APIs apply.
- Real-time synchronization depends on the polling interval configured.