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How to connect Close CRM and Demio
Create a New Scenario to Connect Close CRM and Demio
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 Demio will be your first step. To do this, click "Choose an app," find Close CRM or Demio, 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 Demio Node
Next, click the plus (+) icon on the Close CRM node, select Demio from the list of available apps, and choose the action you need from the list of nodes within Demio.
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Authenticate Demio
Now, click the Demio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Demio settings. Authentication allows you to use Demio through Latenode.
Configure the Close CRM and Demio 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 Demio 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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Demio
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, Demio, 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 Demio integration works as expected. Depending on your setup, data should flow between Close CRM and Demio (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 Demio
Demio + Close CRM + Slack: When a lead attends a Demio webinar, Close CRM is updated to reflect their attendance. A notification is then sent to a designated Slack channel to alert the sales team for prompt follow-up.
Demio + Google Sheets + Close CRM: When someone attends a Demio webinar, their attendance is recorded in a Google Sheet. Subsequently, the corresponding lead's status in Close CRM is updated to reflect their webinar participation.
Close CRM and Demio 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 Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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See how Latenode works
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FAQ Close CRM and Demio
How can I connect my Close CRM account to Demio using Latenode?
To connect your Close CRM account to Demio 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 Demio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically register new Close CRM leads for Demio webinars?
Yes, you can! Latenode allows you to automate lead registration, ensuring seamless integration. This boosts webinar attendance and improves lead engagement effortlessly.
What types of tasks can I perform by integrating Close CRM with Demio?
Integrating Close CRM with Demio allows you to perform various tasks, including:
- Automatically register new Close CRM leads for upcoming Demio webinars.
- Update lead information in Close CRM based on Demio webinar attendance.
- Trigger email sequences in Close CRM after a lead attends a Demio webinar.
- Create new Close CRM tasks for leads who missed a Demio webinar.
- Segment leads in Close CRM based on their engagement with Demio webinars.
Can I trigger Close CRM actions based on Demio webinar events?
Yes! With Latenode, you can trigger actions such as creating or updating leads in Close CRM based on Demio events. This keeps your data synchronized.
Are there any limitations to the Close CRM and Demio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API limits of both Close CRM and Demio.
- Historical data migration between Close CRM and Demio may require a separate workflow.
