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How to connect Close CRM and Recut
Create a New Scenario to Connect Close CRM and Recut
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 Recut will be your first step. To do this, click "Choose an app," find Close CRM or Recut, 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 Recut Node
Next, click the plus (+) icon on the Close CRM node, select Recut from the list of available apps, and choose the action you need from the list of nodes within Recut.
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Authenticate Recut
Now, click the Recut node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recut settings. Authentication allows you to use Recut through Latenode.
Configure the Close CRM and Recut 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 Recut 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, Recut, 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 Recut integration works as expected. Depending on your setup, data should flow between Close CRM and Recut (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 Recut
Close CRM + Recut + Slack: When a lead's status changes in Close CRM, trigger a request in Recut to generate a video testimonial link. Then, send a notification to the sales team in Slack with the Recut link.
Recut + Close CRM + Google Sheets: Automatically shorten links for customer testimonials via Recut and log the process/results alongside CRM data in a Google Sheet. Find lead by email in Close CRM, then add row to Google Sheets.
Close CRM and Recut 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 Recut
Use Recut in Latenode to automate URL shortening. Automatically generate branded short links for your content, simplifying your marketing efforts. Integrate Recut with other nodes to create automated sharing workflows: generate short links, track click analytics, and distribute across platforms. The Latenode visual editor makes it easy to build and scale complex workflows.
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See how Latenode works
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FAQ Close CRM and Recut
How can I connect my Close CRM account to Recut using Latenode?
To connect your Close CRM account to Recut 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 Recut accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM based on Recut video analytics?
Yes, you can! Latenode's flexible automation lets you trigger Close CRM updates based on Recut data, enriching lead information with valuable video engagement insights and boosting sales effectiveness.
What types of tasks can I perform by integrating Close CRM with Recut?
Integrating Close CRM with Recut allows you to perform various tasks, including:
- Automatically create Close CRM leads from new Recut video project sign-ups.
- Add Close CRM tasks when Recut detects key moments in sales training videos.
- Update Close CRM deal stages based on Recut video completion metrics.
- Send personalized video messages from Recut to Close CRM contacts.
- Track video engagement data from Recut directly within Close CRM.
How secure is my Close CRM data when using Latenode?
Latenode uses advanced encryption and security protocols to ensure the safety and privacy of your Close CRM data during integration and automation workflows.
Are there any limitations to the Close CRM and Recut integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API limits of both Close CRM and Recut.
- Complex data transformations may require JavaScript knowledge.
- Large video files in Recut might impact workflow execution speed.
