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Automatically nurture leads in Customer.io based on deal stages in Close CRM. Latenode's visual editor and JavaScript support enable custom logic for precise, behavior-based campaigns and affordable scaling.
Connect Close CRM and Customer.io in minutes with Latenode.
Create Close CRM to Customer.io workflow
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Customer.io
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Create a New Scenario to Connect Close CRM and Customer.io
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 Customer.io will be your first step. To do this, click "Choose an app," find Close CRM or Customer.io, 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 Customer.io Node
Next, click the plus (+) icon on the Close CRM node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Close CRM
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Close CRM and Customer.io 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 Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
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, Customer.io, 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 Customer.io integration works as expected. Depending on your setup, data should flow between Close CRM and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Customer.io + Slack: When a lead's status changes in Close CRM, the workflow adds the lead to a specific segment in Customer.io and sends a notification to the sales team via Slack.
Customer.io + Close CRM + Google Sheets: When a customer event is tracked in Customer.io, the workflow updates the lead's information in Close CRM and records the event in Google Sheets for further analysis.
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 Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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How can I connect my Close CRM account to Customer.io using Latenode?
To connect your Close CRM account to Customer.io on Latenode, follow these steps:
Can I trigger Customer.io emails upon new Close CRM lead creation?
Yes, with Latenode! Automatically trigger personalized Customer.io emails when new leads are created in Close CRM. Streamline your outreach and nurture leads effectively, all with our visual builder.
What types of tasks can I perform by integrating Close CRM with Customer.io?
Integrating Close CRM with Customer.io allows you to perform various tasks, including:
How easily can I handle complex data transformations in Latenode?
Latenode offers JavaScript blocks and AI steps to easily transform data between Close CRM and Customer.io, handling complex logic seamlessly.
Are there any limitations to the Close CRM and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: