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How to connect Close CRM and Moco
Create a New Scenario to Connect Close CRM and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Close CRM or Moco, 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 Moco Node
Next, click the plus (+) icon on the Close CRM node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Close CRM and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Close CRM and Moco (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 Moco
Close CRM + Moco + Slack: When a deal closes in Close CRM, a new project is created in Moco. A notification is then sent to a designated Slack channel to inform the team about the new project.
Moco + Close CRM + Google Sheets: When new time is tracked in Moco, the information is used to update sales data in Close CRM and log project hours worked into a Google Sheet for tracking and reporting purposes.
Close CRM and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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FAQ Close CRM and Moco
How can I connect my Close CRM account to Moco using Latenode?
To connect your Close CRM account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moco projects with new Close CRM deal stages?
Yes, you can! With Latenode, instantly sync deal stage changes to keep project timelines aligned in Moco. This automation eliminates manual updates and improves project tracking accuracy.
What types of tasks can I perform by integrating Close CRM with Moco?
Integrating Close CRM with Moco allows you to perform various tasks, including:
- Create Moco projects automatically when a deal reaches a specific stage in Close CRM.
- Sync contact information between Close CRM and Moco to avoid data entry duplication.
- Update project budgets in Moco based on the deal value in Close CRM.
- Trigger invoices in Moco upon closing a deal successfully in Close CRM.
- Send notifications to project managers in Moco when a deal is nearing its close date.
How can I trigger automations when new leads are added to Close CRM?
New leads in Close CRM can trigger workflows in Latenode. Use these events to create projects, assign tasks, or update project budgets seamlessly.
Are there any limitations to the Close CRM and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is limited to the data available through the respective APIs.
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the API rate limits of both Close CRM and Moco.
