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How to connect Close CRM and ClickUp
Create a New Scenario to Connect Close CRM and ClickUp
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 ClickUp will be your first step. To do this, click "Choose an app," find Close CRM or ClickUp, 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 ClickUp Node
Next, click the plus (+) icon on the Close CRM node, select ClickUp from the list of available apps, and choose the action you need from the list of nodes within ClickUp.
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Authenticate ClickUp
Now, click the ClickUp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickUp settings. Authentication allows you to use ClickUp through Latenode.
Configure the Close CRM and ClickUp 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 ClickUp 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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ClickUp
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, ClickUp, 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 ClickUp integration works as expected. Depending on your setup, data should flow between Close CRM and ClickUp (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 ClickUp
Close CRM + ClickUp + Slack: When a lead's status changes in Close CRM, a new project is created in ClickUp. A notification is then sent to a Slack channel to inform the team about the new project.
ClickUp + Google Sheets + Close CRM: When a task is updated in ClickUp, the information is added to a Google Sheet, and the lead in Close CRM is updated with the task completion status.
Close CRM and ClickUp 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 ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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See how Latenode works
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FAQ Close CRM and ClickUp
How can I connect my Close CRM account to ClickUp using Latenode?
To connect your Close CRM account to ClickUp 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 ClickUp accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ClickUp tasks from new Close CRM leads?
Yes! Latenode lets you automate task creation, ensuring no lead is missed. Leverage advanced logic or AI to enrich ClickUp tasks with Close CRM data for efficient follow-up.
What types of tasks can I perform by integrating Close CRM with ClickUp?
Integrating Close CRM with ClickUp allows you to perform various tasks, including:
- Create ClickUp tasks when new leads are added in Close CRM.
- Update ClickUp task statuses based on Close CRM opportunity stages.
- Sync Close CRM contact information with ClickUp task assignees.
- Trigger Close CRM activities when ClickUp tasks are completed.
- Generate reports combining Close CRM sales data with ClickUp project progress.
Can I use custom fields from Close CRM within my ClickUp workflows?
Yes! Latenode fully supports custom fields, allowing seamless data transfer and tailored automation between Close CRM and ClickUp.
Are there any limitations to the Close CRM and ClickUp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Close CRM and ClickUp APIs can affect large-scale automations.
- Real-time synchronization depends on the polling interval configured in Latenode.
