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How to connect Close CRM and Drip
Create a New Scenario to Connect Close CRM and Drip
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 Drip will be your first step. To do this, click "Choose an app," find Close CRM or Drip, 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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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 Drip Node
Next, click the plus (+) icon on the Close CRM node, select Drip from the list of available apps, and choose the action you need from the list of nodes within Drip.
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Drip
Authenticate Drip
Now, click the Drip node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Drip settings. Authentication allows you to use Drip through Latenode.
Configure the Close CRM and Drip 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 Drip 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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AI Anthropic Claude 3
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Drip
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Drip, 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 Drip integration works as expected. Depending on your setup, data should flow between Close CRM and Drip (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 Drip
Close CRM + Calendly + Drip: When a new lead is added to Close CRM, schedule a follow-up call via Calendly and then add the attendee to a Drip campaign.
Drip + Close CRM + Slack: When a Drip email campaign is completed for a subscriber, update the lead's status in Close CRM and notify the sales team on Slack.
Close CRM and Drip 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 Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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See how Latenode works
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FAQ Close CRM and Drip
How can I connect my Close CRM account to Drip using Latenode?
To connect your Close CRM account to Drip 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 Drip accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Close CRM leads to Drip?
Yes, with Latenode, instantly add new Close CRM leads to Drip for targeted campaigns. Leverage no-code blocks, JavaScript or AI to filter leads by specific criteria and boost conversion rates.
What types of tasks can I perform by integrating Close CRM with Drip?
Integrating Close CRM with Drip allows you to perform various tasks, including:
- Automatically subscribing new Close CRM leads to a Drip campaign.
- Updating lead information in Drip when changes occur in Close CRM.
- Triggering personalized email sequences in Drip based on Close CRM deal stages.
- Segmenting Close CRM leads in Drip based on custom fields or tags.
- Creating or updating Close CRM contacts when new subscribers join Drip.
How secure is Close CRM data within Latenode workflows?
Latenode employs robust security measures, including encryption and access controls, ensuring that your Close CRM data remains protected throughout all workflow executions.
Are there any limitations to the Close CRM and Drip integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits imposed by Close CRM and Drip APIs can affect workflow speed.
- Custom field mapping requires accurate field names and data types.
