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Sync Close CRM data to Google Sheets for reporting and analysis. Latenode's visual editor simplifies data mapping and transformations, while affordable pricing scales with your business, not your automation steps. Customize with JavaScript if needed.
Connect Close CRM and Google Sheets in minutes with Latenode.
Create Close CRM to Google Sheets workflow
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Create a New Scenario to Connect Close CRM and Google Sheets
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 Sheets will be your first step. To do this, click "Choose an app," find Close CRM or Google Sheets, 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 Sheets Node
Next, click the plus (+) icon on the Close CRM node, select Google Sheets from the list of available apps, and choose the action you need from the list of nodes within Google Sheets.
Close CRM
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Google Sheets
Authenticate Google Sheets
Now, click the Google Sheets node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Sheets settings. Authentication allows you to use Google Sheets through Latenode.
Configure the Close CRM and Google Sheets 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 Sheets 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 Sheets
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 Sheets, 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 Sheets integration works as expected. Depending on your setup, data should flow between Close CRM and Google Sheets (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google Sheets + Slack: When a lead's status changes in Close CRM, the automation updates a Google Sheet with the new status and sends a notification to a Slack channel.
Google Sheets + Close CRM + Gmail: When a new row is added to a Google Sheet, a new lead is created in Close CRM, and a welcome email is sent to the lead via Gmail.
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 Sheets
Use Google Sheets in Latenode to automate data entry, reporting, and analysis. Read/write data to spreadsheets as part of larger workflows triggered by events or schedules. Avoid manual updates by linking Sheets to other apps. Integrate data from any source via API and transform it into actionable insights.
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How can I connect my Close CRM account to Google Sheets using Latenode?
To connect your Close CRM account to Google Sheets on Latenode, follow these steps:
Can I automatically update Google Sheets with new Close leads?
Yes, you can! Latenode lets you trigger updates in Google Sheets upon new Close CRM leads, ensuring real-time data sync. Centralize lead info effortlessly, no coding needed.
What types of tasks can I perform by integrating Close CRM with Google Sheets?
Integrating Close CRM with Google Sheets allows you to perform various tasks, including:
Can I use JavaScript to transform data between Close CRM and Google Sheets?
Yes, Latenode allows for custom JavaScript functions to transform data, enabling advanced control and customization between Close CRM and Google Sheets.
Are there any limitations to the Close CRM and Google Sheets integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: