How to connect Close CRM and LiveChat
Create a New Scenario to Connect Close CRM and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Close CRM or LiveChat, 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.

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

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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Close CRM and LiveChat 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 LiveChat 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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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Close CRM and LiveChat (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 LiveChat
LiveChat + Close CRM + Slack: When a new chat is initiated in LiveChat, a lead is created in Close CRM. Then, a notification is sent to a designated Slack channel to alert the sales team.
LiveChat + Google Sheets + Close CRM: When a chat is deactivated in LiveChat, the chat details are logged to a Google Sheet. A new lead is also created in Close CRM based on the chat information.
Close CRM and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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See how Latenode works
FAQ Close CRM and LiveChat
How can I connect my Close CRM account to LiveChat using Latenode?
To connect your Close CRM account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from LiveChat conversations?
Yes, you can! Latenode's visual editor makes it easy to automatically create new leads in Close CRM based on chat transcripts, saving your sales team valuable time.
What types of tasks can I perform by integrating Close CRM with LiveChat?
Integrating Close CRM with LiveChat allows you to perform various tasks, including:
- Create new Close CRM leads from LiveChat conversations.
- Update lead status in Close CRM based on LiveChat activity.
- Send automated welcome messages in LiveChat to new Close CRM leads.
- Log LiveChat transcripts as notes within Close CRM lead profiles.
- Trigger Close CRM tasks when specific keywords are used in LiveChat.
How does Latenode handle custom fields in Close CRM?
Latenode supports custom fields, allowing you to map data between Close CRM and LiveChat with precision using our expression editor and JavaScript blocks.
Are there any limitations to the Close CRM and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code.
- Rate limits imposed by Close CRM and LiveChat APIs apply.
- Historical LiveChat data migration to Close CRM is not directly supported.