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How to connect Close CRM and Miro
Create a New Scenario to Connect Close CRM and Miro
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 Miro will be your first step. To do this, click "Choose an app," find Close CRM or Miro, 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 Miro Node
Next, click the plus (+) icon on the Close CRM node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
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Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Close CRM and Miro 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 Miro 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, Miro, 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 Miro integration works as expected. Depending on your setup, data should flow between Close CRM and Miro (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 Miro
Close CRM + Miro + Slack: When a lead's status changes in Close CRM, a new board is created in Miro to facilitate team collaboration on the deal. A message is then sent to a Slack channel to celebrate the deal closure.
Miro + Close CRM + Google Calendar: When a new or updated item is added to a Miro board (e.g., a new idea from a brainstorm), a new lead is created in Close CRM. A follow-up meeting is then scheduled in Google Calendar to discuss the lead.
Close CRM and Miro 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 Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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FAQ Close CRM and Miro
How can I connect my Close CRM account to Miro using Latenode?
To connect your Close CRM account to Miro 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 Miro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Miro boards from new Close CRM opportunities?
Yes, with Latenode, automatically create Miro boards when new opportunities arise in Close CRM. Latenode's visual editor simplifies the creation process, saving time and ensuring consistency.
What types of tasks can I perform by integrating Close CRM with Miro?
Integrating Close CRM with Miro allows you to perform various tasks, including:
- Automatically create Miro boards for new Close CRM leads.
- Update Miro board task status based on Close CRM opportunity stages.
- Add new Close CRM contacts as Miro board collaborators.
- Generate Close CRM tasks based on Miro board stickies.
- Send Close CRM opportunity updates to a dedicated Miro board.
How do I trigger workflows based on changes in Close CRM data?
Latenode offers real-time Close CRM triggers! When data changes, workflows begin instantly, automating key processes and improving efficiency.
Are there any limitations to the Close CRM and Miro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the polling frequency of the Close CRM API.
- Large data volumes could impact workflow execution speed.
