Close CRM and ClickMeeting Integration

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Automatically register new Close CRM leads for ClickMeeting webinars. Latenode’s visual editor makes complex logic simple, and affordable pay-by-execution pricing helps scale lead nurturing campaigns using Close CRM and ClickMeeting without breaking the bank.

Swap Apps

Close CRM

ClickMeeting

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and ClickMeeting

Create a New Scenario to Connect Close CRM and ClickMeeting

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

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Close CRM

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Connect Close CRM

Sign In
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Run node once

Add the ClickMeeting Node

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

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ClickMeeting

Authenticate ClickMeeting

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

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ClickMeeting

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Connect ClickMeeting

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Run node once

Configure the Close CRM and ClickMeeting Nodes

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

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ClickMeeting Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the Close CRM and ClickMeeting 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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Webhook response

Save and Activate the Scenario

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

Close CRM + ClickMeeting + Slack: When a new lead is created in Close CRM, and that lead registers for a ClickMeeting webinar, a notification is sent to a designated Slack channel to alert the sales team.

ClickMeeting + Close CRM + Google Sheets: When a new attendee joins a ClickMeeting webinar, their information is used to search for an existing lead in Close CRM. If the lead exists, it is updated. Regardless, the attendee's information is then added to a Google Sheet.

Close CRM and ClickMeeting 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 ClickMeeting

Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event workflows.

See how Latenode works

FAQ Close CRM and ClickMeeting

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

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

Can I automatically register Close CRM leads for ClickMeeting webinars?

Yes, you can! With Latenode, automatically register new leads from Close CRM for ClickMeeting webinars, ensuring no lead misses valuable content. Plus, scale your automations without code or limits.

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

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

  • Automatically adding Close CRM contacts as ClickMeeting webinar attendees.
  • Triggering ClickMeeting invites when a Close CRM deal reaches a specific stage.
  • Updating Close CRM deal notes with ClickMeeting webinar attendance status.
  • Creating Close CRM tasks for leads based on ClickMeeting engagement.
  • Sending follow-up emails via Close CRM after ClickMeeting webinar completion.

What Close CRM data can I access and use within Latenode?

You can access and use virtually any Close CRM data, including leads, contacts, opportunities, and custom fields, to power your automations inside Latenode.

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

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

  • Real-time data synchronization depends on API request limits of both platforms.
  • Complex workflows may require intermediate JavaScript steps for custom data transformations.
  • Custom ClickMeeting fields need manual mapping to corresponding Close CRM fields.

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