How to connect Close CRM and Confluence
Create a New Scenario to Connect Close CRM and Confluence
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 Confluence will be your first step. To do this, click "Choose an app," find Close CRM or Confluence, 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 Confluence Node
Next, click the plus (+) icon on the Close CRM node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.

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Authenticate Confluence
Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.
Configure the Close CRM and Confluence 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 Confluence 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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Save and Activate the Scenario
After configuring Close CRM, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between Close CRM and Confluence (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 Confluence
Close CRM + Confluence + Slack: When a lead's status changes in Close CRM, a project summary page is created in Confluence, and a notification is sent to a Slack channel.
Close CRM + Confluence + Jira: When a lead's status changes in Close CRM, a new page with project documentation is created in Confluence, and a Jira task is created and linked to the Confluence page.
Close CRM and Confluence 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 Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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See how Latenode works
FAQ Close CRM and Confluence
How can I connect my Close CRM account to Confluence using Latenode?
To connect your Close CRM account to Confluence 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 Confluence accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically document closed deals in Confluence?
Yes! Latenode lets you automate document creation in Confluence whenever a deal closes in Close CRM. Keep your documentation up-to-date with no coding, improving team alignment.
What types of tasks can I perform by integrating Close CRM with Confluence?
Integrating Close CRM with Confluence allows you to perform various tasks, including:
- Automatically create Confluence pages for new Close CRM leads.
- Update Confluence documentation when a deal reaches a specific stage.
- Generate reports in Confluence based on Close CRM sales data.
- Create tasks in Confluence when new opportunities arise in Close CRM.
- Share key Close CRM deal information in relevant Confluence spaces.
Can I use JavaScript functions inside Close CRM and Confluence workflows?
Yes, Latenode allows you to use JavaScript for custom logic, data transformations, and complex operations between Close CRM and Confluence that standard blocks don't cover.
Are there any limitations to the Close CRM and Confluence integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization might be subject to API rate limits of both Close CRM and Confluence.
- Complex data transformations might require JavaScript knowledge for optimal configuration.
- Confluence page formatting is limited to the options available through the Confluence API.