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Sync Close CRM deal updates to Github issues for streamlined collaboration between sales and development. Latenode's visual editor and JavaScript nodes allow advanced customization, at a lower cost.
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Create a New Scenario to Connect Close CRM and Github
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 Github will be your first step. To do this, click "Choose an app," find Close CRM or Github, 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 Github Node
Next, click the plus (+) icon on the Close CRM node, select Github from the list of available apps, and choose the action you need from the list of nodes within Github.
Close CRM
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Github
Authenticate Github
Now, click the Github node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Github settings. Authentication allows you to use Github through Latenode.
Configure the Close CRM and Github 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 Github Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Github
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Github, 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 Github integration works as expected. Depending on your setup, data should flow between Close CRM and Github (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Github + Slack: When a deal reaches a closed status in Close CRM, a new issue is created in Github to track related feature requests. The team is then notified in Slack about the new issue.
Github + Close CRM + Jira: When a new issue is created in Github, a corresponding Jira ticket is created for the development team. The Close CRM contact's activity is then updated with a link to the newly created Jira ticket.
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 Github
Automate code management with Github in Latenode. Trigger workflows on commits, pull requests, or issues. Build automated CI/CD pipelines, track code changes, and sync repo data with project management tools. Scale code-related automations easily and add custom logic with JavaScript nodes.
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How can I connect my Close CRM account to Github using Latenode?
To connect your Close CRM account to Github on Latenode, follow these steps:
Can I automate lead creation from new Github stars?
Yes, you can! Latenode allows automated workflows, creating Close CRM leads from new Github repository stars. Benefit: immediate sales outreach to potential customers.
What types of tasks can I perform by integrating Close CRM with Github?
Integrating Close CRM with Github allows you to perform various tasks, including:
How secure is my Close CRM data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to safeguard your Close CRM data during integration processes.
Are there any limitations to the Close CRM and Github integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: