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Create Close CRM to Google Cloud BigQuery (REST) workflow
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Create a New Scenario to Connect Close CRM and Google Cloud BigQuery (REST)
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 Cloud BigQuery (REST) will be your first step. To do this, click "Choose an app," find Close CRM or Google Cloud BigQuery (REST), 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 Cloud BigQuery (REST) Node
Next, click the plus (+) icon on the Close CRM node, select Google Cloud BigQuery (REST) from the list of available apps, and choose the action you need from the list of nodes within Google Cloud BigQuery (REST).
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Google Cloud BigQuery (REST)
Authenticate Google Cloud BigQuery (REST)
Now, click the Google Cloud BigQuery (REST) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Cloud BigQuery (REST) settings. Authentication allows you to use Google Cloud BigQuery (REST) through Latenode.
Configure the Close CRM and Google Cloud BigQuery (REST) 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 Cloud BigQuery (REST) 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 Cloud BigQuery (REST)
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 Cloud BigQuery (REST), 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 Cloud BigQuery (REST) integration works as expected. Depending on your setup, data should flow between Close CRM and Google Cloud BigQuery (REST) (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google Cloud BigQuery (REST) + Slack: When a lead's status changes in Close CRM, the details are updated in Google Cloud BigQuery (REST), and a notification is sent to a Slack channel.
Google Cloud BigQuery (REST) + Close CRM + Google Sheets: When new rows are inserted into a BigQuery table, the lead data is updated in Close CRM and summarised in Google Sheets.
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 Cloud BigQuery (REST)
Automate BigQuery data workflows in Latenode. Query and analyze massive datasets directly within your automation scenarios, bypassing manual SQL. Schedule queries, transform results with JavaScript, and pipe data to other apps. Scale your data processing without complex coding or expensive per-operation fees. Perfect for reporting, analytics, and data warehousing automation.
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How can I connect my Close CRM account to Google Cloud BigQuery (REST) using Latenode?
To connect your Close CRM account to Google Cloud BigQuery (REST) on Latenode, follow these steps:
Can I analyze Close CRM sales data in BigQuery?
Yes, easily! Latenode lets you automate data transfer, then leverage BigQuery's analytics. Get insights faster without coding using Latenode's visual interface.
What types of tasks can I perform by integrating Close CRM with Google Cloud BigQuery (REST)?
Integrating Close CRM with Google Cloud BigQuery (REST) allows you to perform various tasks, including:
How secure is my Close CRM data when using Latenode integrations?
Latenode uses secure authentication and encryption. You control data access, ensuring your Close CRM data remains protected.
Are there any limitations to the Close CRM and Google Cloud BigQuery (REST) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: