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How to connect Close CRM and Quentn
Create a New Scenario to Connect Close CRM and Quentn
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 Quentn will be your first step. To do this, click "Choose an app," find Close CRM or Quentn, 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 Quentn Node
Next, click the plus (+) icon on the Close CRM node, select Quentn from the list of available apps, and choose the action you need from the list of nodes within Quentn.
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Authenticate Quentn
Now, click the Quentn node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Quentn settings. Authentication allows you to use Quentn through Latenode.
Configure the Close CRM and Quentn 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 Quentn 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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Quentn
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Quentn, 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 Quentn integration works as expected. Depending on your setup, data should flow between Close CRM and Quentn (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 Quentn
Quentn + Calendly + Close CRM: When a new contact is created or updated in Quentn, automatically schedule a meeting via Calendly. Upon meeting completion, create a lead in Close CRM using Calendly event details.
Quentn + Close CRM + Slack: When a new term is created in Quentn, find the associated contact and then Create/Update a lead in Close CRM. Send a notification to a Slack channel about the updated lead information.
Close CRM and Quentn 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 Quentn
Use Quentn in Latenode to automate email marketing based on triggers from other apps. Build flows that add or update contacts, manage lists, and send personalized campaigns. Centralize all data in Latenode and use its tools to filter and modify customer data from Quentn without complex code.
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See how Latenode works
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FAQ Close CRM and Quentn
How can I connect my Close CRM account to Quentn using Latenode?
To connect your Close CRM account to Quentn 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 Quentn accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Quentn contacts from Close CRM leads?
Yes, you can! Latenode's flexible workflows ensure lead data in Close CRM instantly updates corresponding contacts in Quentn, keeping your marketing automation synchronized. Save time, reduce manual updates.
What types of tasks can I perform by integrating Close CRM with Quentn?
Integrating Close CRM with Quentn allows you to perform various tasks, including:
- Automatically adding new Close CRM leads as contacts in Quentn.
- Triggering Quentn email sequences when a deal stage changes in Close CRM.
- Updating contact properties in Quentn based on Close CRM activity.
- Segmenting Quentn contacts using Close CRM lead data for targeted campaigns.
- Creating Close CRM tasks from specific Quentn email interactions.
How do I handle errors during Close CRM and Quentn data synchronization?
Latenode provides robust error handling. You can set up alerts and automatic retries, ensuring reliable data synchronization between Close CRM and Quentn.
Are there any limitations to the Close CRM and Quentn integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of the Close CRM and Quentn APIs apply.
- Real-time synchronization depends on the webhook availability of both apps.
