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How to connect Close CRM and Render
Create a New Scenario to Connect Close CRM and Render
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 Render will be your first step. To do this, click "Choose an app," find Close CRM or Render, 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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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 Render Node
Next, click the plus (+) icon on the Close CRM node, select Render from the list of available apps, and choose the action you need from the list of nodes within Render.
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Authenticate Render
Now, click the Render node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Render settings. Authentication allows you to use Render through Latenode.
Configure the Close CRM and Render 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 Render 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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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Render, 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 Render integration works as expected. Depending on your setup, data should flow between Close CRM and Render (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 Render
Close CRM + Render + Slack: When a lead's status changes to 'qualified' in Close CRM, trigger a deployment in Render for a tailored landing page and send a Slack notification about the deployment.
Render + Close CRM + Google Sheets: After a successful deployment in Render, update the corresponding client's record in Close CRM and log deployment data in a Google Sheet.
Close CRM and Render 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 Render
Automate Render deployments with Latenode. Trigger server actions (like scaling or updates) based on events in other apps. Monitor build status and errors via Latenode alerts and integrate Render logs into wider workflow diagnostics. No-code interface simplifies setup and reduces manual DevOps work.
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See how Latenode works
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FAQ Close CRM and Render
How can I connect my Close CRM account to Render using Latenode?
To connect your Close CRM account to Render 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 Render accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically deploy code on new Close CRM deals?
Yes, you can! Latenode lets you trigger Render deployments directly from Close CRM deal stages. Automate infrastructure updates effortlessly, saving valuable developer time through our visual flow builder.
What types of tasks can I perform by integrating Close CRM with Render?
Integrating Close CRM with Render allows you to perform various tasks, including:
- Automatically trigger a Render deployment when a deal reaches "Won" status.
- Update Render environment variables based on Close CRM lead information.
- Create new Render services when a new high-value Close CRM opportunity is created.
- Send Close CRM contact details to Render for user access management automation.
- Log Render deployment status updates back into Close CRM as notes on the deal.
Can I use JavaScript to customize Close CRM data before deployment?
Yes! Latenode allows you to use JavaScript code blocks to transform Close CRM data before passing it to Render, enabling complex data manipulations.
Are there any limitations to the Close CRM and Render integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Initial setup requires understanding of both Close CRM and Render APIs.
- Rate limits of Close CRM and Render APIs may impact high-volume workflows.
