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How to connect Close CRM and Paperform
Create a New Scenario to Connect Close CRM and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Close CRM or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the Close CRM node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Close CRM and Paperform 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 Paperform 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, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Close CRM and Paperform (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 Paperform
Paperform + Close CRM + Slack: When a new form submission is received in Paperform, a new lead is created in Close CRM. Then, a message is sent to a Slack channel to notify the sales team about the new lead.
Paperform + Close CRM + Google Sheets: When a new form submission is received in Paperform, the data is added to a new row in a Google Sheet. A lead is also created in Close CRM, and that lead's information is also added to the same Google Sheet row.
Close CRM and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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See how Latenode works
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FAQ Close CRM and Paperform
How can I connect my Close CRM account to Paperform using Latenode?
To connect your Close CRM account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads from Paperform submissions?
Yes, you can! Latenode's visual editor simplifies data mapping, ensuring every Paperform submission enriches your Close CRM leads automatically. Improve lead quality and save time.
What types of tasks can I perform by integrating Close CRM with Paperform?
Integrating Close CRM with Paperform allows you to perform various tasks, including:
- Create new Close CRM leads from new Paperform submissions.
- Update existing Close CRM leads with Paperform data.
- Trigger Close CRM activities based on Paperform responses.
- Send personalized follow-up emails via Close CRM after form submission.
- Generate reports combining Close CRM and Paperform data.
How secure is my Close CRM data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to ensure the confidentiality and integrity of your Close CRM data.
Are there any limitations to the Close CRM and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Large data transfers might impact workflow execution time.
- API rate limits of Close CRM and Paperform still apply.
