Close CRM and Motion Integration

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Automatically create Motion tasks from new Close CRM leads, ensuring sales follow-up never falls through the cracks. Latenode's visual editor combines no-code ease with JavaScript for complex logic, scaling affordably as your needs grow.

Swap Apps

Close CRM

Motion

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Motion

Create a New Scenario to Connect Close CRM and Motion

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 Motion will be your first step. To do this, click "Choose an app," find Close CRM or Motion, 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.

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Close CRM

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#1 Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Motion Node

Next, click the plus (+) icon on the Close CRM node, select Motion from the list of available apps, and choose the action you need from the list of nodes within Motion.

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Close CRM

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Motion

Authenticate Motion

Now, click the Motion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Motion settings. Authentication allows you to use Motion through Latenode.

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Close CRM

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Motion

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Connect Motion

Sign In

Run node once

Configure the Close CRM and Motion Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Motion Oauth 2.0

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Change

Select an action *

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Map

The action ID

Run node once

Set Up the Close CRM and Motion 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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JavaScript

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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, Motion, 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 Motion integration works as expected. Depending on your setup, data should flow between Close CRM and Motion (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 Motion

Close CRM + Motion + Slack: When a lead's status changes in Close CRM, a new task is created in Motion to follow up on the deal. The team is then notified in Slack about the new task.

Motion + Close CRM + Google Calendar: When a task is completed in Motion and a lead reaches a specific stage in Close CRM, a follow-up meeting is automatically scheduled in Google Calendar.

Close CRM and Motion 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.

Related categories

About Motion

Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.

See how Latenode works

FAQ Close CRM and Motion

How can I connect my Close CRM account to Motion using Latenode?

To connect your Close CRM account to Motion 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 Motion accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Motion tasks from new Close CRM leads?

Yes! Latenode lets you create automated workflows triggered by new Close CRM leads, instantly creating corresponding tasks in Motion. Prioritize tasks using AI, ensuring crucial follow-ups never slip.

What types of tasks can I perform by integrating Close CRM with Motion?

Integrating Close CRM with Motion allows you to perform various tasks, including:

  • Automatically creating Motion tasks when a new lead is added to Close CRM.
  • Updating Motion task statuses when a deal stage changes in Close CRM.
  • Creating Close CRM activities when a Motion task is completed.
  • Syncing contact information between Close CRM and Motion projects.
  • Generating daily reports of completed tasks in Motion based on Close CRM data.

How can I trigger Close CRM actions based on Motion task completions?

Use Latenode's visual editor to set up triggers. When a Motion task is completed, automatically update deal stages or send follow-up emails in Close CRM.

Are there any limitations to the Close CRM and Motion integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows may require some JavaScript knowledge for advanced customization.
  • Initial data synchronization can take time depending on the volume of data.
  • API rate limits on Close CRM and Motion may affect the frequency of updates.

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