Close CRM and Jibble Integration

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Automatically track sales rep time in Jibble based on Close CRM deal stages, ensuring accurate project costing. Scale effortlessly with Latenode's affordable execution-based pricing, customizing workflows further using JavaScript for unique needs.

Swap Apps

Close CRM

Jibble

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Jibble

Create a New Scenario to Connect Close CRM and Jibble

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 Jibble will be your first step. To do this, click "Choose an app," find Close CRM or Jibble, 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.

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Close CRM

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#1 Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Jibble Node

Next, click the plus (+) icon on the Close CRM node, select Jibble from the list of available apps, and choose the action you need from the list of nodes within Jibble.

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Close CRM

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Jibble

Authenticate Jibble

Now, click the Jibble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jibble settings. Authentication allows you to use Jibble through Latenode.

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Close CRM

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Jibble

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Connection *

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Connect Jibble

Sign In

Run node once

Configure the Close CRM and Jibble Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Jibble

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Jibble Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Jibble 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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Jibble

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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, Jibble, 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 Jibble integration works as expected. Depending on your setup, data should flow between Close CRM and Jibble (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 Jibble

Close CRM + Jibble + Slack: When a lead's status changes in Close CRM, automatically clock the salesperson in Jibble if they are not already clocked in. Then, send a message to a Slack channel notifying the team about the lead status change and the clock-in event.

Jibble + Close CRM + Google Sheets: When an employee clocks in or out in Jibble, search for a corresponding project in Close CRM. If their time exceeds a predefined limit for that project, log this event in a Google Sheet for review and reporting.

Close CRM and Jibble 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.

Related categories

About Jibble

Jibble streamlines time tracking. Connect it to Latenode to automate payroll, project costing, or attendance alerts. Send Jibble data to accounting software or HR platforms automatically. Use Latenode's visual editor to create custom rules and notifications based on employee time entries, eliminating manual data transfer and ensuring accurate records.

See how Latenode works

FAQ Close CRM and Jibble

How can I connect my Close CRM account to Jibble using Latenode?

To connect your Close CRM account to Jibble 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 Jibble accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Close CRM leads from Jibble timesheets?

Yes, Latenode allows creating Close CRM leads from Jibble data. Use AI to enrich leads, or JavaScript for custom data transformations, automating sales processes and improving efficiency.

What types of tasks can I perform by integrating Close CRM with Jibble?

Integrating Close CRM with Jibble allows you to perform various tasks, including:

  • Create Close CRM contacts when new employees are added to Jibble.
  • Update Close CRM lead statuses based on Jibble project time tracking.
  • Send Slack notifications for overdue Jibble timesheets linked to Close CRM deals.
  • Generate reports on time spent on specific Close CRM opportunities.
  • Archive Jibble data related to closed Close CRM deals for compliance.

How does Latenode handle Close CRM API rate limits?

Latenode intelligently manages Close CRM API rate limits using queues and retry mechanisms, ensuring smooth workflow execution even during high data volumes.

Are there any limitations to the Close CRM and Jibble integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration from Jibble to Close CRM may require custom scripting.
  • Complex Jibble project structures might need advanced logic for Close CRM mapping.
  • Real-time data synchronization depends on the API availability of both platforms.

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