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How to connect Close CRM and Instantly
Create a New Scenario to Connect Close CRM and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Close CRM or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Close CRM node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Close CRM and Instantly 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 Instantly 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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Instantly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Close CRM and Instantly (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 Instantly
Instantly + Close CRM + Slack: When a new lead is identified in Instantly, create a corresponding lead in Close CRM and then send a notification to a designated Slack channel to alert the sales team.
Instantly + Google Sheets + Close CRM: Log cold outreach metrics from Instantly by adding new rows to a Google Sheet. Simultaneously, update the corresponding contact records in Close CRM with this outreach data.
Close CRM and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Close CRM and Instantly
How can I connect my Close CRM account to Instantly using Latenode?
To connect your Close CRM account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads from Instantly campaigns?
Yes, you can! Latenode lets you map data and trigger updates with no-code blocks. Get real-time lead insights and boost conversion rates with automated data sync.
What types of tasks can I perform by integrating Close CRM with Instantly?
Integrating Close CRM with Instantly allows you to perform various tasks, including:
- Automatically create Close CRM leads from Instantly campaign responses.
- Enrich Close CRM contact data using engagement metrics from Instantly.
- Trigger personalized follow-ups in Instantly based on Close CRM deal stages.
- Synchronize contact lists between Close CRM and Instantly for targeted outreach.
- Create reports combining Close CRM sales data and Instantly campaign performance.
What Close CRM data can I access within Latenode workflows?
You can access leads, contacts, opportunities, custom fields, and activity history, enabling highly tailored automation workflows.
Are there any limitations to the Close CRM and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits from Close CRM and Instantly APIs can affect high-volume workflows.
- Custom field synchronization requires careful mapping to avoid data errors.
