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Keep your Close CRM data synchronized with Google AppSheet for real-time reporting and analysis. Latenode's visual editor makes complex data transformations easy, plus you pay only for execution time, scaling affordably.
Connect Close CRM and Google AppSheet in minutes with Latenode.
Create Close CRM to Google AppSheet workflow
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Create a New Scenario to Connect Close CRM and Google AppSheet
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 Google AppSheet will be your first step. To do this, click "Choose an app," find Close CRM or Google AppSheet, 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 Google AppSheet Node
Next, click the plus (+) icon on the Close CRM node, select Google AppSheet from the list of available apps, and choose the action you need from the list of nodes within Google AppSheet.
Close CRM
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Google AppSheet
Authenticate Google AppSheet
Now, click the Google AppSheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google AppSheet settings. Authentication allows you to use Google AppSheet through Latenode.
Configure the Close CRM and Google AppSheet 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 Google AppSheet 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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Google AppSheet
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, Google AppSheet, 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 Google AppSheet integration works as expected. Depending on your setup, data should flow between Close CRM and Google AppSheet (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google AppSheet + Slack: When a new lead is created in Close CRM, as reflected in Google AppSheet, a notification is sent to the sales team in Slack.
Google AppSheet + Close CRM + Google Sheets: When a record is updated in Google AppSheet that corresponds to a Close CRM deal, log that update to Google Sheets for reporting purposes.
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 Google AppSheet
Use Google AppSheet for no-code app creation and connect it to Latenode to automate back-end tasks. Trigger workflows on AppSheet events to update databases, send notifications, or process data. Centralize logic in Latenode, bypassing AppSheet limits and adding advanced features like AI, file parsing, or custom integrations via API and code.
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How can I connect my Close CRM account to Google AppSheet using Latenode?
To connect your Close CRM account to Google AppSheet on Latenode, follow these steps:
Can I update sales pipeline stages from Google AppSheet?
Yes, you can! Latenode allows you to trigger Close CRM updates directly from Google AppSheet, ensuring your sales data is always current and streamlined. Leverage no-code blocks or JavaScript for advanced logic.
What types of tasks can I perform by integrating Close CRM with Google AppSheet?
Integrating Close CRM with Google AppSheet allows you to perform various tasks, including:
How secure is my Close CRM data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to safeguard your Close CRM and Google AppSheet data throughout all workflows.
Are there any limitations to the Close CRM and Google AppSheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: