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How to connect Close CRM and Docusign
Create a New Scenario to Connect Close CRM and Docusign
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 Docusign will be your first step. To do this, click "Choose an app," find Close CRM or Docusign, 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 Docusign Node
Next, click the plus (+) icon on the Close CRM node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Close CRM and Docusign 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 Docusign 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, Docusign, 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 Docusign integration works as expected. Depending on your setup, data should flow between Close CRM and Docusign (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 Docusign
Docusign + Close CRM + Slack: When a Docusign envelope status is updated to 'completed', this automation retrieves the related lead in Close CRM and sends a notification to a specified Slack channel.
Docusign + Close CRM + Google Sheets: When a Docusign envelope is completed, this automation retrieves the corresponding lead information from Close CRM and logs the contract details along with the lead data in a Google Sheet.
Close CRM and Docusign 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 Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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FAQ Close CRM and Docusign
How can I connect my Close CRM account to Docusign using Latenode?
To connect your Close CRM account to Docusign 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 Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts upon deal stage change?
Yes, you can! Latenode lets you trigger Docusign envelopes when a Close CRM deal reaches a specific stage, saving time and ensuring timely contract delivery.
What types of tasks can I perform by integrating Close CRM with Docusign?
Integrating Close CRM with Docusign allows you to perform various tasks, including:
- Automatically sending contracts when a deal reaches a specific stage.
- Updating Close CRM deal statuses upon document completion.
- Creating new Close CRM leads from completed Docusign forms.
- Storing signed documents directly within Close CRM.
- Triggering reminders for pending signatures via Close CRM tasks.
Can I use JavaScript to customize the integration behavior?
Yes! Latenode allows JavaScript code to handle complex logic, data transformations, and error handling not possible in a no-code setup.
Are there any limitations to the Close CRM and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of Close CRM and Docusign APIs apply.
- Complex conditional logic might require custom JavaScript code.
- Initial setup requires basic understanding of both platforms.
