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How to connect Close CRM and Formsite
Create a New Scenario to Connect Close CRM and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Close CRM or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Close CRM node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Formsite
Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Close CRM and Formsite 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 Formsite 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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Formsite
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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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Close CRM and Formsite (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 Formsite
Formsite + Close CRM + Slack: When a new form result is submitted in Formsite, a new lead is created in Close CRM, and a notification is sent to a Slack channel to alert the sales team.
Formsite + Close CRM + Google Sheets: Upon a new form submission in Formsite, the lead information in Close CRM is updated, and the form data is simultaneously logged in a Google Sheet for data analysis.
Close CRM and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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See how Latenode works
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FAQ Close CRM and Formsite
How can I connect my Close CRM account to Formsite using Latenode?
To connect your Close CRM account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Formsite submissions?
Yes, you can! Latenode enables real-time lead creation. Trigger workflows directly from submissions, ensuring fast follow-up and improved sales conversion.
What types of tasks can I perform by integrating Close CRM with Formsite?
Integrating Close CRM with Formsite allows you to perform various tasks, including:
- Add new Close CRM leads from Formsite submissions automatically.
- Update Close CRM contact information based on new Formsite data.
- Create custom reports merging data from both Close CRM and Formsite.
- Send personalized follow-up emails based on Formsite responses.
- Trigger internal notifications for critical Formsite submissions.
Can I use JavaScript to transform data between Close CRM and Formsite?
Yes! Latenode's JavaScript blocks enable powerful data transformations, ensuring seamless data flow between Close CRM and Formsite.
Are there any limitations to the Close CRM and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows with very high data volumes may require optimization.
- Custom field mappings require careful configuration for data accuracy.
- Real-time updates depend on the API rate limits of Close CRM and Formsite.
