.svg){kind=icon}
How to connect Close CRM and Mailgun
Create a New Scenario to Connect Close CRM and Mailgun
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 Mailgun will be your first step. To do this, click "Choose an app," find Close CRM or Mailgun, 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.
+
1
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 Mailgun Node
Next, click the plus (+) icon on the Close CRM node, select Mailgun from the list of available apps, and choose the action you need from the list of nodes within Mailgun.
1
Close CRM
âš™
+
2
Mailgun
Authenticate Mailgun
Now, click the Mailgun node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailgun settings. Authentication allows you to use Mailgun through Latenode.
Configure the Close CRM and Mailgun 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 Mailgun 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Mailgun
1
Trigger on Webhook
âš™
2
Close CRM
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Mailgun, 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 Mailgun integration works as expected. Depending on your setup, data should flow between Close CRM and Mailgun (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 Mailgun
Close CRM + Mailgun + Slack: When a deal's status changes in Close CRM to 'closed', a thank you email is sent via Mailgun to the client. The sales team is then notified in Slack.
Mailgun + Close CRM + Google Sheets: When a new bounce is detected in Mailgun, the system searches for the corresponding contact in Close CRM. The contact's record is then updated and the changes are logged in Google Sheets.
Close CRM and Mailgun 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.
Similar apps
Related categories
About Mailgun
Use Mailgun in Latenode to automate email sending within your workflows. Trigger emails based on data changes, form submissions, or scheduled events. Latenode lets you filter, format, and personalize messages using data from other apps, creating dynamic campaigns and notifications without complex coding. Scale your outreach affordably by paying only for execution time.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Mailgun
How can I connect my Close CRM account to Mailgun using Latenode?
To connect your Close CRM account to Mailgun 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 Mailgun accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send personalized emails after closing deals?
Yes, you can! With Latenode, trigger Mailgun emails upon Close CRM deal closure. Benefit from dynamic content and conditional logic for hyper-personalized communication.
What types of tasks can I perform by integrating Close CRM with Mailgun?
Integrating Close CRM with Mailgun allows you to perform various tasks, including:
- Automatically adding new Close CRM contacts to a Mailgun mailing list.
- Sending a welcome email sequence to new leads added to Close CRM.
- Tracking email opens and clicks within Close CRM as activity.
- Updating lead status in Close CRM based on Mailgun email engagement.
- Sending internal notifications for bounced emails or unsubscribes.
How do I ensure my Close CRM data is accurately synced with Mailgun?
Latenode’s data mapping feature lets you customize how fields sync between Close CRM and Mailgun ensuring accurate and reliable data transfer.
Are there any limitations to the Close CRM and Mailgun integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Close CRM and Mailgun may affect high-volume workflows.
- Custom field mapping requires careful setup for optimal data synchronization.
- Advanced email template design must be done within Mailgun’s interface.
