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How to connect Close CRM and Mailchimp
Create a New Scenario to Connect Close CRM and Mailchimp
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 Mailchimp will be your first step. To do this, click "Choose an app," find Close CRM or Mailchimp, 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 Mailchimp Node
Next, click the plus (+) icon on the Close CRM node, select Mailchimp from the list of available apps, and choose the action you need from the list of nodes within Mailchimp.
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Authenticate Mailchimp
Now, click the Mailchimp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailchimp settings. Authentication allows you to use Mailchimp through Latenode.
Configure the Close CRM and Mailchimp 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 Mailchimp 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Mailchimp, 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 Mailchimp integration works as expected. Depending on your setup, data should flow between Close CRM and Mailchimp (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 Mailchimp
Close CRM + Mailchimp + Calendly: When a deal is closed in Close CRM, the client's email is added to a Mailchimp list and a Calendly event is scheduled for a welcome call.
Mailchimp + Close CRM + Slack: When a new subscriber joins a Mailchimp list, a lead is created in Close CRM, and a notification is sent to a designated Slack channel.
Close CRM and Mailchimp 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 Mailchimp
Automate Mailchimp tasks inside Latenode. Automatically add subscribers, update lists, or trigger campaigns based on events in other apps. Use Latenode's visual editor to connect Mailchimp to your CRM, e-commerce platform, or database. Enrich data and ensure targeted campaigns without manual work. Scale your email marketing effortlessly.
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See how Latenode works
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FAQ Close CRM and Mailchimp
How can I connect my Close CRM account to Mailchimp using Latenode?
To connect your Close CRM account to Mailchimp 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 Mailchimp accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Close CRM leads to Mailchimp?
Yes, with Latenode, new Close CRM leads can automatically populate your Mailchimp audience. This ensures consistent list growth and targeted campaigns, scaling your outreach without manual data entry.
What types of tasks can I perform by integrating Close CRM with Mailchimp?
Integrating Close CRM with Mailchimp allows you to perform various tasks, including:
- Automatically adding new Close CRM contacts to a Mailchimp list.
- Updating Mailchimp subscriber information based on Close CRM activity.
- Triggering email campaigns in Mailchimp after a deal closes in Close CRM.
- Segmenting Mailchimp audiences based on Close CRM lead properties.
- Creating new Close CRM leads from Mailchimp form submissions.
What Close CRM data can I access in Latenode workflows?
You can access lead details, contact information, opportunity stages, and custom fields from Close CRM, enabling personalized automation flows.
Are there any limitations to the Close CRM and Mailchimp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript or AI steps.
- Very high API usage is subject to Close CRM and Mailchimp rate limits.
- Custom field mappings require careful configuration to ensure accuracy.
