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Automatically create Google Calendar events from new Close CRM leads or opportunities, ensuring no meeting is missed. Latenode’s visual editor and affordable execution pricing make complex scheduling workflows easy to build and scale.
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Create Close CRM to Google Calendar workflow
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Create a New Scenario to Connect Close CRM and Google Calendar
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 Calendar will be your first step. To do this, click "Choose an app," find Close CRM or Google Calendar, 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 Calendar Node
Next, click the plus (+) icon on the Close CRM node, select Google Calendar from the list of available apps, and choose the action you need from the list of nodes within Google Calendar.
Close CRM
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Google Calendar
Authenticate Google Calendar
Now, click the Google Calendar node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Calendar settings. Authentication allows you to use Google Calendar through Latenode.
Configure the Close CRM and Google Calendar 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 Calendar 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 Calendar
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 Calendar, 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 Calendar integration works as expected. Depending on your setup, data should flow between Close CRM and Google Calendar (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google Calendar + Slack: When a deal's status changes in Close CRM to 'Closed Won', automatically create a celebratory event in Google Calendar and notify the sales team channel in Slack.
Google Calendar + Close CRM + Zoom: When a new event is created in Google Calendar, create a corresponding Zoom meeting and log the scheduled meeting as an activity within the relevant contact in Close CRM.
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 Calendar
Sync Google Calendar with other apps in Latenode to automate scheduling tasks. Create events from CRM data, send reminders via SMS, or update project management tools based on calendar changes. Latenode's visual editor simplifies these workflows, offering scalable, no-code customization, plus advanced JS options when needed.
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How can I connect my Close CRM account to Google Calendar using Latenode?
To connect your Close CRM account to Google Calendar on Latenode, follow these steps:
Can I automatically create calendar events from new Close CRM leads?
Yes, you can! Latenode's visual builder makes it easy to automate calendar event creation. Never miss a follow-up with instantly generated, perfectly timed reminders.
What types of tasks can I perform by integrating Close CRM with Google Calendar?
Integrating Close CRM with Google Calendar allows you to perform various tasks, including:
Can I use JavaScript to enhance my Close CRM and Google Calendar automation?
Yes! Latenode supports JavaScript, enabling you to customize your automations beyond no-code limitations and create complex logic.
Are there any limitations to the Close CRM and Google Calendar integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: