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How to connect Close CRM and Mailhook
Create a New Scenario to Connect Close CRM and Mailhook
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 Mailhook will be your first step. To do this, click "Choose an app," find Close CRM or Mailhook, 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 Mailhook Node
Next, click the plus (+) icon on the Close CRM node, select Mailhook from the list of available apps, and choose the action you need from the list of nodes within Mailhook.
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Mailhook
Authenticate Mailhook
Now, click the Mailhook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailhook settings. Authentication allows you to use Mailhook through Latenode.
Configure the Close CRM and Mailhook 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 Mailhook 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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Mailhook
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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, Mailhook, 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 Mailhook integration works as expected. Depending on your setup, data should flow between Close CRM and Mailhook (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 Mailhook
Close CRM + Mailhook + Slack: When a lead's status changes in Close CRM, a congratulatory email is sent via Mailhook, and a notification is posted to a Slack channel.
Mailhook + Close CRM + Google Sheets: When an email is received via Mailhook, the contact's information in Close CRM is updated, and the email details are logged in a Google Sheet.
Close CRM and Mailhook 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 Mailhook
Use Mailhook in Latenode to instantly capture incoming emails and parse their contents into usable data. Trigger workflows on specific email events, like form submissions or order confirmations. Route parsed data to other apps, databases, or AI models for advanced processing. Automate email handling without code and scale as needed.
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FAQ Close CRM and Mailhook
How can I connect my Close CRM account to Mailhook using Latenode?
To connect your Close CRM account to Mailhook 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 Mailhook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Close CRM updates from new Mailhook events?
Yes, you can! With Latenode, automatically update Close CRM when new events occur in Mailhook. This saves time and ensures accurate, real-time data synchronization for better sales management.
What types of tasks can I perform by integrating Close CRM with Mailhook?
Integrating Close CRM with Mailhook allows you to perform various tasks, including:
- Automatically adding new Close CRM leads from parsed Mailhook email data.
- Creating Close CRM activities when specific Mailhook email events are triggered.
- Updating Close CRM contact information based on Mailhook engagement metrics.
- Sending personalized Mailhook emails upon Close CRM deal stage changes.
- Generating Close CRM reports based on data collected via Mailhook.
Can I use custom JavaScript code with Close CRM on Latenode?
Yes! Latenode enables custom JavaScript integration, allowing you to extend Close CRM functionality beyond standard options for unique business logic.
Are there any limitations to the Close CRM and Mailhook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Rate limits of Close CRM and Mailhook APIs may affect high-volume workflows.
- Initial setup requires a basic understanding of Close CRM and Mailhook data structures.
