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How to connect Close CRM and Database
Create a New Scenario to Connect Close CRM and Database
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 Database will be your first step. To do this, click "Choose an app," find Close CRM or Database, 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 Database Node
Next, click the plus (+) icon on the Close CRM node, select Database from the list of available apps, and choose the action you need from the list of nodes within Database.
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Authenticate Database
Now, click the Database node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Database settings. Authentication allows you to use Database through Latenode.
Configure the Close CRM and Database 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 Database 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, Database, 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 Database integration works as expected. Depending on your setup, data should flow between Close CRM and Database (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 Database
Close CRM + Database + Slack: When a new deal is created in Close CRM, a new client record is created in the database. A notification is then sent to a Slack channel to inform the sales team about the new client.
Database + Close CRM + Google Sheets: When a lead is updated in the database, the corresponding lead in Close CRM is updated. The changes are then tracked by updating a row in Google Sheets.
Close CRM and Database 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 Database
Use Database in Latenode to centralize data and build dynamic workflows. Pull data, update records, and trigger actions based on database changes. Automate inventory updates, CRM sync, or lead qualification, and orchestrate complex processes with custom logic, no-code tools, and efficient pay-per-use pricing.
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FAQ Close CRM and Database
How can I connect my Close CRM account to Database using Latenode?
To connect your Close CRM account to Database 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 Database accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Close CRM leads to Database automatically?
Yes, easily! Latenode's visual editor lets you automate lead synchronization from Close CRM to Database, ensuring your data is always up-to-date and centralized, saving you time and manual effort.
What types of tasks can I perform by integrating Close CRM with Database?
Integrating Close CRM with Database allows you to perform various tasks, including:
- Automatically backing up Close CRM contact data to your Database.
- Enriching Close CRM leads with data from your external Database.
- Creating custom reports combining Close CRM and Database information.
- Triggering Close CRM actions based on changes in your Database.
- Synchronizing deal stages between Close CRM and Database for analysis.
How does Latenode handle data security between Close CRM and Database?
Latenode uses secure connections and encryption to protect your data during transfer, ensuring compliance and confidentiality between Close CRM and Database.
Are there any limitations to the Close CRM and Database integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex database queries may require JavaScript for optimal performance.
- Large data transfers can be subject to API rate limits of both services.
- Custom field mappings require careful configuration to ensure data integrity.
