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How to connect Close CRM and Delighted
Create a New Scenario to Connect Close CRM and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Close CRM or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Close CRM node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Close CRM and Delighted 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 Delighted 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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Delighted
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Close CRM and Delighted (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 Delighted
Delighted + Close CRM + Slack: When a new negative response is received in Delighted, the flow searches for the corresponding lead in Close CRM. If found, a Slack message is sent to a designated channel with the feedback and lead details.
Delighted + Close CRM + Zendesk: When Delighted receives a new negative response, the flow searches for the corresponding lead in Close CRM. If a matching lead is found, a Zendesk ticket is created and a tag is added to the ticket with the lead's Close CRM ID.
Close CRM and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Close CRM and Delighted
How can I connect my Close CRM account to Delighted using Latenode?
To connect your Close CRM account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Delighted surveys after closing deals?
Yes, automatically trigger Delighted surveys upon deal closure in Close CRM. Using Latenode's visual builder, you can instantly gather feedback and improve customer satisfaction.
What types of tasks can I perform by integrating Close CRM with Delighted?
Integrating Close CRM with Delighted allows you to perform various tasks, including:
- Automatically trigger customer satisfaction surveys after deal completion.
- Send personalized follow-up messages based on survey responses.
- Update Close CRM contacts with Delighted feedback scores.
- Analyze survey responses to identify key areas for improvement.
- Create reports on customer satisfaction metrics directly within Close CRM.
Can I customize survey distribution based on deal value?
Yes! With Latenode, easily tailor survey distribution based on Close CRM deal value using conditional logic for targeted feedback.
Are there any limitations to the Close CRM and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires API keys from both Close CRM and Delighted.
- Complex workflows may require some JavaScript knowledge.
- Survey response analysis is limited to Delighted's reporting features.
