How to connect Close CRM and Nimble
Create a New Scenario to Connect Close CRM and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find Close CRM or Nimble, 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.

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

Close CRM
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Nimble

Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the Close CRM and Nimble 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 Nimble 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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Nimble
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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between Close CRM and Nimble (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 Nimble
Close CRM + Nimble + Slack: When a lead's status changes in Close CRM, update the corresponding contact in Nimble. Then, send a message to a designated Slack channel to notify the sales team about the deal's progression.
Nimble + Close CRM + Google Sheets: When a new contact is added in Nimble, create a corresponding lead in Close CRM. Simultaneously, append the contact's data to a Google Sheet for reporting and analysis.
Close CRM and Nimble 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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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See how Latenode works
FAQ Close CRM and Nimble
How can I connect my Close CRM account to Nimble using Latenode?
To connect your Close CRM account to Nimble 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 Nimble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Close CRM leads to Nimble?
Yes, you can easily sync new Close CRM leads to Nimble using Latenode. Automate the process with our visual editor and advanced logic, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Close CRM with Nimble?
Integrating Close CRM with Nimble allows you to perform various tasks, including:
- Create new Nimble contacts from new Close CRM leads.
- Update Nimble contacts with Close CRM activity.
- Sync Close CRM opportunities to Nimble deals.
- Trigger Close CRM tasks from Nimble events.
- Enrich Close CRM data using Nimble contact details.
Does Latenode support custom fields from Close CRM?
Yes, Latenode supports custom fields in Close CRM. Easily map and sync custom data fields between Close CRM and other apps.
Are there any limitations to the Close CRM and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires admin permissions for both Close CRM and Nimble.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Close CRM and Nimble APIs apply.