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How to connect Close CRM and Gumroad
Create a New Scenario to Connect Close CRM and Gumroad
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 Gumroad will be your first step. To do this, click "Choose an app," find Close CRM or Gumroad, 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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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 Gumroad Node
Next, click the plus (+) icon on the Close CRM node, select Gumroad from the list of available apps, and choose the action you need from the list of nodes within Gumroad.
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Authenticate Gumroad
Now, click the Gumroad node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gumroad settings. Authentication allows you to use Gumroad through Latenode.
Configure the Close CRM and Gumroad 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 Gumroad 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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Gumroad
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Gumroad, 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 Gumroad integration works as expected. Depending on your setup, data should flow between Close CRM and Gumroad (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 Gumroad
Gumroad + Close CRM + Slack: When a sale occurs in Gumroad, search for the corresponding lead in Close CRM. If the lead exists, send a Slack notification to the sales team with the lead's information.
Gumroad + Close CRM + Mailchimp: When a new sale occurs in Gumroad, create a lead in Close CRM. Then, add or update the customer's information in Mailchimp and subscribe them to a specified newsletter.
Close CRM and Gumroad 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 Gumroad
Automate Gumroad sales & customer workflows with Latenode. When a sale occurs, trigger follow-up emails, add customers to your CRM, or update inventory. Latenode’s visual editor lets you design complex logic without code, adding custom actions or data transforms. Scale your e-commerce without manual steps.
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See how Latenode works
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FAQ Close CRM and Gumroad
How can I connect my Close CRM account to Gumroad using Latenode?
To connect your Close CRM account to Gumroad 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 Gumroad accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from Gumroad sales?
Yes, you can! Latenode's visual editor makes it easy to map Gumroad purchase data directly into new Close CRM leads, saving time and ensuring no potential customer slips through the cracks.
What types of tasks can I perform by integrating Close CRM with Gumroad?
Integrating Close CRM with Gumroad allows you to perform various tasks, including:
- Creating new Close CRM contacts from new Gumroad customers.
- Updating Close CRM opportunity stages based on Gumroad purchase events.
- Sending personalized thank-you emails via Close CRM after Gumroad sales.
- Adding Gumroad customer data to existing Close CRM contact records.
- Triggering follow-up tasks in Close CRM for high-value Gumroad purchases.
How can I enrich Close CRM leads with Gumroad purchase history?
Latenode lets you create workflows that automatically add Gumroad purchase history to Close CRM leads, giving your sales team valuable context for personalized outreach.
Are there any limitations to the Close CRM and Gumroad integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits imposed by Close CRM and Gumroad APIs may affect performance.
- Custom fields in Close CRM require manual mapping during workflow setup.
