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How to connect Close CRM and Notion
Create a New Scenario to Connect Close CRM and Notion
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 Notion will be your first step. To do this, click "Choose an app," find Close CRM or Notion, 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 Notion Node
Next, click the plus (+) icon on the Close CRM node, select Notion from the list of available apps, and choose the action you need from the list of nodes within Notion.
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Authenticate Notion
Now, click the Notion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Notion settings. Authentication allows you to use Notion through Latenode.
Configure the Close CRM and Notion 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 Notion 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, Notion, 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 Notion integration works as expected. Depending on your setup, data should flow between Close CRM and Notion (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 Notion
Close CRM + Notion + Slack: When a lead status changes in Close CRM, a new project page is created in Notion, and a notification is sent to the sales team in Slack to inform them about the new project.
Close CRM + Notion + Google Calendar: When a lead is updated in Close CRM, update a corresponding task in Notion with the deal information and schedule a follow-up meeting in Google Calendar.
Close CRM and Notion 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 Notion
Sync Notion databases with other apps via Latenode. Update records automatically based on triggers from your CRM, calendar, or payment systems. Create custom workflows to manage content, tasks, and project data. Automate updates across multiple platforms for streamlined processes and consistent information.
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See how Latenode works
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FAQ Close CRM and Notion
How can I connect my Close CRM account to Notion using Latenode?
To connect your Close CRM account to Notion 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 Notion accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create a new Notion page for each new Close CRM lead?
Yes, you can! Latenode's visual editor makes this easy. Automatically sync new Close CRM leads to Notion, keeping your team aligned and informed without manual data entry.
What types of tasks can I perform by integrating Close CRM with Notion?
Integrating Close CRM with Notion allows you to perform various tasks, including:
- Creating project pages in Notion from new Close CRM opportunities.
- Updating Notion task statuses based on Close CRM deal stages.
- Generating summary reports in Notion using Close CRM data.
- Adding new Close CRM contacts directly from Notion databases.
- Sending automated meeting summaries from Close CRM to a Notion page.
What Close CRM data can I access and use within Latenode workflows?
You can access leads, contacts, opportunities, activities, and custom fields to build powerful automations in Latenode.
Are there any limitations to the Close CRM and Notion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Initial setup requires you to have admin rights in both Close CRM and Notion.
