Close CRM and RocketReach Integration

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Enrich Close CRM leads with up-to-date contact data from RocketReach, automating lead research and saving sales teams hours. Scale affordably on Latenode with execution-based pricing and customize data flows with JavaScript for total control.

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Close CRM

RocketReach

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and RocketReach

Create a New Scenario to Connect Close CRM and RocketReach

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 RocketReach will be your first step. To do this, click "Choose an app," find Close CRM or RocketReach, 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.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the RocketReach Node

Next, click the plus (+) icon on the Close CRM node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.

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Close CRM

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RocketReach

Authenticate RocketReach

Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.

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Close CRM

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RocketReach

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Connect RocketReach

Sign In

Run node once

Configure the Close CRM and RocketReach Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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RocketReach Oauth 2.0

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Change

Select an action *

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The action ID

Run node once

Set Up the Close CRM and RocketReach 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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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, RocketReach, 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 RocketReach integration works as expected. Depending on your setup, data should flow between Close CRM and RocketReach (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 RocketReach

RocketReach + Close CRM + Slack: When a new lead is created in Close CRM, search for contact information in RocketReach. If found, send a notification with the lead's information to a designated Slack channel.

RocketReach + Close CRM + Google Sheets: Use RocketReach to find information about new leads in Close CRM. Then, update the lead information in Close CRM and log the updated details in a Google Sheet.

Close CRM and RocketReach 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 RocketReach

Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.

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See how Latenode works

FAQ Close CRM and RocketReach

How can I connect my Close CRM account to RocketReach using Latenode?

To connect your Close CRM account to RocketReach 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 RocketReach accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I enrich Close CRM leads with RocketReach data automatically?

Yes, you can! Latenode lets you automatically enrich Close CRM leads with data from RocketReach using visual workflows, improving lead quality and saving your sales team valuable time.

What types of tasks can I perform by integrating Close CRM with RocketReach?

Integrating Close CRM with RocketReach allows you to perform various tasks, including:

  • Automatically updating lead information in Close CRM with new RocketReach data.
  • Creating new Close CRM leads from verified RocketReach contact information.
  • Triggering outreach sequences in Close CRM based on RocketReach contact updates.
  • Validating contact details in Close CRM using RocketReach's database.
  • Syncing contact data between Close CRM and RocketReach in real time.

Can I use custom JavaScript functions to process data from Close CRM?

Yes! Latenode allows you to use JavaScript for advanced data transformation and manipulation with Close CRM, offering unmatched flexibility.

Are there any limitations to the Close CRM and RocketReach integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • RocketReach data accuracy depends on their database; Latenode cannot guarantee perfect data.
  • Rate limits from both Close CRM and RocketReach APIs may affect high-volume workflows.
  • Custom field mappings require careful setup to ensure data is correctly transferred.

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