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How to connect Close CRM and Lark
Create a New Scenario to Connect Close CRM and Lark
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 Lark will be your first step. To do this, click "Choose an app," find Close CRM or Lark, 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 Lark Node
Next, click the plus (+) icon on the Close CRM node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
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Lark
Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the Close CRM and Lark 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 Lark 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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AI Anthropic Claude 3
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Lark
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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, Lark, 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 Lark integration works as expected. Depending on your setup, data should flow between Close CRM and Lark (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 Lark
Close CRM + Google Sheets + Lark: When a new deal is created in Close CRM, the deal information is automatically added to a Google Sheet. Then, a notification is sent via Lark to a specified group chat to inform the team about the new deal.
Lark + Close CRM + Slack: When a new message is posted in a Lark group chat, the message content can trigger the creation of a new lead in Close CRM, and then a notification is sent to a Slack channel to alert the team about the new potential lead.
Close CRM and Lark 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 Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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See how Latenode works
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FAQ Close CRM and Lark
How can I connect my Close CRM account to Lark using Latenode?
To connect your Close CRM account to Lark 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 Lark accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send new Close CRM leads to a Lark group?
Yes, trigger messages in Lark upon new Close CRM leads. Latenode's visual editor makes setup simple, ensuring swift team notifications and boosting response times.
What types of tasks can I perform by integrating Close CRM with Lark?
Integrating Close CRM with Lark allows you to perform various tasks, including:
- Send new Close CRM lead details to a specific Lark channel.
- Create Lark tasks when a deal reaches a certain stage in Close CRM.
- Post Close CRM opportunity updates to a dedicated Lark group.
- Notify a Lark user when they're assigned a new lead in Close CRM.
- Automatically update a Lark sheet with Close CRM contact information.
How can I filter Close CRM data before sending it to Lark on Latenode?
Use Latenode's no-code filters or JavaScript blocks to precisely filter Close CRM data, ensuring only relevant information is sent to Lark.
Are there any limitations to the Close CRM and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits imposed by Close CRM and Lark can affect workflow execution speed.
- Certain advanced Close CRM or Lark features may not be directly supported.
