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How to connect Close CRM and Grist
Create a New Scenario to Connect Close CRM and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Close CRM or Grist, 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.
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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 Grist Node
Next, click the plus (+) icon on the Close CRM node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Close CRM and Grist 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 Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Grist
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Close CRM and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Grist
Close CRM + Grist + Slack: When a lead's status changes in Close CRM, this automation adds the lead to a Grist sheet and notifies the sales team in Slack.
Close CRM + Grist + Google Sheets: This automation tracks leads in Close CRM by creating or updating corresponding records in Grist. It then backs up the Grist data in Google Sheets by adding a new row to a spreadsheet.
Close CRM and Grist integration alternatives
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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Close CRM and Grist
How can I connect my Close CRM account to Grist using Latenode?
To connect your Close CRM account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new Close CRM leads?
Yes, you can! Latenode allows real-time updates using webhooks. Automatically sync new leads from Close CRM to Grist, keeping your data consistent and actionable.
What types of tasks can I perform by integrating Close CRM with Grist?
Integrating Close CRM with Grist allows you to perform various tasks, including:
- Create new Grist records from updated Close CRM opportunities.
- Sync contact information between Close CRM and Grist databases.
- Generate reports in Grist using Close CRM sales data.
- Trigger email campaigns based on Grist data changes in Close CRM.
- Automate follow-up tasks in Close CRM from Grist project updates.
Can I use JavaScript to manipulate data between Close CRM and Grist?
Yes! Latenode supports JavaScript code blocks, allowing for advanced data transformations beyond simple field mapping between Close CRM and Grist.
Are there any limitations to the Close CRM and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires understanding of both Close CRM and Grist APIs.
- Real-time synchronization depends on the API rate limits of both apps.
