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How to connect Close CRM and Monday
Create a New Scenario to Connect Close CRM and Monday
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 Monday will be your first step. To do this, click "Choose an app," find Close CRM or Monday, 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 Monday Node
Next, click the plus (+) icon on the Close CRM node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the Close CRM and Monday 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 Monday 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, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between Close CRM and Monday (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 Monday
Close CRM + Monday + Slack: When a lead's status changes in Close CRM, a project is created in Monday. A notification is then sent to a Slack channel to inform the sales team about the new project.
Monday + Close CRM + Google Sheets: When a specific column is updated in a Monday project, update the deal stage in Close CRM accordingly, and then record the project details and deal stage in a Google Sheet.
Close CRM and Monday 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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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See how Latenode works
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FAQ Close CRM and Monday
How can I connect my Close CRM account to Monday using Latenode?
To connect your Close CRM account to Monday 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 Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday projects from new Close CRM opportunities?
Yes, you can! Latenode lets you automate project creation in Monday from new Close CRM opportunities. Triggered actions mean your team instantly knows when a new sale closes, improving response time.
What types of tasks can I perform by integrating Close CRM with Monday?
Integrating Close CRM with Monday allows you to perform various tasks, including:
- Create new Monday.com items when a new lead is created in Close CRM.
- Update Monday.com task statuses when a deal stage changes in Close CRM.
- Sync contact information between Close CRM and Monday.com boards.
- Generate Close CRM activities from completed Monday.com tasks.
- Send notifications to Slack based on Close CRM and Monday.com triggers.
How do I handle complex data transformations between Close CRM and Monday?
Latenode's JavaScript blocks allow custom data transformations. Manipulate and format data precisely as needed for seamless data transfer between Close CRM and Monday.
Are there any limitations to the Close CRM and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup or custom scripting.
- Complex relationship mappings beyond basic fields might need custom JavaScript.
- Rate limits of Close CRM and Monday APIs may affect high-volume data syncs.
