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How to connect Close CRM and Qwilr
Create a New Scenario to Connect Close CRM and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find Close CRM or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the Close CRM node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Close CRM and Qwilr 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 Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Close CRM and Qwilr (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 Qwilr
Qwilr + Slack: When a proposal is accepted in Qwilr, a notification is sent to a dedicated sales channel in Slack.
Qwilr + Close CRM + PandaDoc: If a Qwilr proposal is viewed but not accepted after a week, create a follow-up contract in PandaDoc and log in Close CRM.
Close CRM and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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See how Latenode works
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FAQ Close CRM and Qwilr
How can I connect my Close CRM account to Qwilr using Latenode?
To connect your Close CRM account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM deals with Qwilr quote statuses?
Yes, you can! Latenode's real-time triggers allow instant updates, ensuring your Close CRM data reflects the latest Qwilr quote status, improving sales pipeline accuracy.
What types of tasks can I perform by integrating Close CRM with Qwilr?
Integrating Close CRM with Qwilr allows you to perform various tasks, including:
- Create Qwilr quotes automatically when a new deal is created in Close CRM.
- Update Close CRM deal stages based on Qwilr quote acceptance.
- Send personalized follow-up emails via Close CRM after a Qwilr quote is viewed.
- Generate Qwilr quotes with pre-filled data from Close CRM contacts.
- Track Qwilr quote analytics within Close CRM deal records.
How can I scale my Close CRM + Qwilr automations on Latenode?
Latenode's architecture lets you scale workflows to handle large data volumes efficiently, ensuring your Close CRM and Qwilr integrations perform reliably as your business grows.
Are there any limitations to the Close CRM and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings might require JavaScript for advanced data transformation.
- Real-time updates depend on the API rate limits of both Close CRM and Qwilr.
- Integration is limited to the data and actions exposed through the Close CRM and Qwilr APIs.
