.svg){kind=icon}
How to connect Close CRM and Okta
Create a New Scenario to Connect Close CRM and Okta
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 Okta will be your first step. To do this, click "Choose an app," find Close CRM or Okta, 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.
+
1
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 Okta Node
Next, click the plus (+) icon on the Close CRM node, select Okta from the list of available apps, and choose the action you need from the list of nodes within Okta.
1
Close CRM
⚙
+
2
Okta
Authenticate Okta
Now, click the Okta node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Okta settings. Authentication allows you to use Okta through Latenode.
Configure the Close CRM and Okta 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 Okta 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Okta
1
Trigger on Webhook
⚙
2
Close CRM
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Okta, 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 Okta integration works as expected. Depending on your setup, data should flow between Close CRM and Okta (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 Okta
Okta + Close CRM + Slack: When a new user is provisioned in Okta, the automation finds or creates a corresponding lead in Close CRM. Then, a notification is sent to a designated Slack channel informing the sales team about the new user and lead information.
Okta + Close CRM + Google Sheets: When a new user is provisioned in Okta, the automation finds related leads in Close CRM and logs the Okta user's activation status and the corresponding Close CRM lead information in a Google Sheet for tracking and reporting purposes.
Close CRM and Okta 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.
Similar apps
Related categories
About Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Okta
How can I connect my Close CRM account to Okta using Latenode?
To connect your Close CRM account to Okta 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 Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Close CRM users from Okta?
Yes! Latenode automates user provisioning, streamlining onboarding. Sync Okta user data to Close CRM to instantly create users, roles, and permissions, saving time and boosting security.
What types of tasks can I perform by integrating Close CRM with Okta?
Integrating Close CRM with Okta allows you to perform various tasks, including:
- Automatically creating new Close CRM leads from Okta user data.
- Updating Close CRM user profiles when changes occur in Okta.
- Granting or revoking Close CRM access based on Okta group memberships.
- Triggering notifications in Close CRM for specific Okta user events.
- Generating reports combining sales activity with user authentication data.
HowsecureistheCloseCRMintegrationwithOktaviaLatenode?
Latenode uses secure OAuth connections, ensuring your Close CRM and Okta data is protected with encryption and access controls.
Are there any limitations to the Close CRM and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Close CRM and Okta APIs may affect performance.
- Complex data transformations may require custom JavaScript code.
- Certain advanced Okta features may not be directly supported out-of-the-box.
