How to connect Close CRM and Facebook
Create a New Scenario to Connect Close CRM and Facebook
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 Facebook will be your first step. To do this, click "Choose an app," find Close CRM or Facebook, 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.

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 Facebook Node
Next, click the plus (+) icon on the Close CRM node, select Facebook from the list of available apps, and choose the action you need from the list of nodes within Facebook.

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Authenticate Facebook
Now, click the Facebook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Facebook settings. Authentication allows you to use Facebook through Latenode.
Configure the Close CRM and Facebook 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 Facebook 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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Save and Activate the Scenario
After configuring Close CRM, Facebook, 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 Facebook integration works as expected. Depending on your setup, data should flow between Close CRM and Facebook (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 Facebook
Close CRM + Slack: When a lead's status changes in Close CRM, a message is sent to a designated Slack channel to notify the team.
Facebook + Close CRM + Google Sheets: When a new lead is submitted through Facebook Lead Ads, the lead's information is used to create or update a contact in Close CRM. A new row is added to a Google Sheet to log this activity.
Close CRM and Facebook 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 Facebook
Automate Facebook posting/engagement within Latenode workflows. Use it to monitor brand mentions, post content, or gather lead data automatically. Connect Facebook to other apps, like CRMs or data warehouses, to streamline social media management. Latenode's visual editor lets you design flexible scenarios without code, and its scaling architecture handles high volumes.
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FAQ Close CRM and Facebook
How can I connect my Close CRM account to Facebook using Latenode?
To connect your Close CRM account to Facebook 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 Facebook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from Facebook ad campaigns?
Yes, you can! Latenode's advanced logic and AI capabilities enable seamless lead capture. Automate lead creation, enrich data, and boost conversion rates with no-code workflows.
What types of tasks can I perform by integrating Close CRM with Facebook?
Integrating Close CRM with Facebook allows you to perform various tasks, including:
- Create Close CRM leads from new Facebook Lead Ads submissions.
- Update Close CRM opportunities when a Facebook message is received.
- Post Close CRM deal updates to a dedicated Facebook group.
- Send personalized Facebook messages based on Close CRM deal stages.
- Track Facebook ad spend and attribute it to Closed Won deals in Close CRM.
Can I use JavaScript to customize my Close CRM and Facebook workflows?
Yes! Latenode allows for full JavaScript integration, offering complete control and customization far beyond simple no-code integrations for both apps.
Are there any limitations to the Close CRM and Facebook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Facebook API rate limits may affect high-volume data transfers.
- Custom field mappings in Close CRM may require JavaScript configuration.
- Changes to the Facebook API can temporarily disrupt workflows.