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

Close CRM
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Contacts+

Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Close CRM and Contacts+ 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 Contacts+ 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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AI Anthropic Claude 3
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Contacts+
Trigger on Webhook
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Close CRM
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Webhook response

Save and Activate the Scenario
After configuring Close CRM, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Close CRM and Contacts+ (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 Contacts+
Close CRM + Contacts+ + Google Sheets: When a new lead is created in Close CRM, a contact is created in Contacts+ with the lead's information. This new contact is then added as a new row in a Google Sheets spreadsheet for backup and record-keeping.
Contacts+ + Close CRM + Slack: When a contact is updated in Contacts+, the corresponding lead is updated in Close CRM. A notification is then sent to a Slack channel to inform the sales team about the contact update.
Close CRM and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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See how Latenode works
FAQ Close CRM and Contacts+
How can I connect my Close CRM account to Contacts+ using Latenode?
To connect your Close CRM account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Close CRM leads with Contacts+ data?
Yes, you can! Latenode allows you to automatically enrich leads using Contacts+ data, ensuring your sales team has the most up-to-date and complete contact information, leading to better engagement and higher conversion rates.
What types of tasks can I perform by integrating Close CRM with Contacts+?
Integrating Close CRM with Contacts+ allows you to perform various tasks, including:
- Automatically create Close CRM leads from new Contacts+ contacts.
- Sync contact details between Close CRM and Contacts+ for data consistency.
- Update Close CRM leads when Contacts+ contact information changes.
- Trigger follow-up tasks in Close CRM based on Contacts+ contact activity.
- Enrich Close CRM contact data using detailed Contacts+ profile information.
Can I create custom logic for my Close CRM and Contacts+ workflows?
Yes! Latenode's no-code blocks, JavaScript support, and AI integrations allow unparalleled customization to fit your exact lead management needs.
Are there any limitations to the Close CRM and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Rate limits of Close CRM and Contacts+ APIs apply.
- Real-time synchronization depends on the polling interval configured.