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How to connect Close CRM and Missive
Create a New Scenario to Connect Close CRM and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Close CRM or Missive, 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 Missive Node
Next, click the plus (+) icon on the Close CRM node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Missive
Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Close CRM and Missive 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 Missive 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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Missive
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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, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Close CRM and Missive (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 Missive
Close CRM + Slack + Missive: When a deal's status changes to 'Closed' in Close CRM, a congratulatory message is sent to a designated Slack channel, and a post is created in Missive to acknowledge the team's accomplishment.
Missive + Google Sheets + Close CRM: When a new contact is added in Missive, their details are added to a Google Sheet, and a lead is created in Close CRM to follow up on the new contact.
Close CRM and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Close CRM and Missive
How can I connect my Close CRM account to Missive using Latenode?
To connect your Close CRM account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead follow-ups using Close CRM and Missive integration?
Yes, you can! Latenode's visual editor enables automated, personalized follow-ups based on Close CRM lead stages, boosting engagement and conversion, without manual work.
What types of tasks can I perform by integrating Close CRM with Missive?
Integrating Close CRM with Missive allows you to perform various tasks, including:
- Automatically creating new Missive conversations for new Close CRM leads.
- Sending customized Missive messages when a deal reaches a specific stage.
- Updating Close CRM with conversation summaries generated by AI in Missive.
- Triggering Close CRM tasks based on Missive message content.
- Consolidating lead communication across both platforms.
How do I handle errors in my Close CRM automations?
Latenode offers robust error handling. Configure notifications or automated retries, ensuring stable Close CRM workflows. Use JavaScript for custom logic.
Are there any limitations to the Close CRM and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Close CRM and Missive APIs still apply.
- Historical data migration may require custom scripting.
