.svg){kind=icon}
How to connect Close CRM and Salesforce
Create a New Scenario to Connect Close CRM and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Close CRM or Salesforce, 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.
+
1
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 Salesforce Node
Next, click the plus (+) icon on the Close CRM node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
1
Close CRM
⚙
+
2
Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Close CRM and Salesforce 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 Salesforce 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Salesforce
1
Trigger on Webhook
⚙
2
Close CRM
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Close CRM and Salesforce (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 Salesforce
Close CRM + Salesforce + Slack: When a lead's status changes in Close CRM, the automation checks for a corresponding lead in Salesforce. If found and updated, a Slack notification is sent to a designated channel.
Salesforce + Close CRM + Google Sheets: When a new lead is created in either Salesforce or Close CRM, the lead's information is added as a new row in a Google Sheet for consolidated reporting.
Close CRM and Salesforce 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.
Similar apps
Related categories
About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Salesforce
How can I connect my Close CRM account to Salesforce using Latenode?
To connect your Close CRM account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Close CRM leads to Salesforce automatically?
Yes, you can! Latenode's visual editor makes it easy to automatically sync new Close CRM leads to Salesforce in real-time, saving time and ensuring data consistency. Leverage conditional logic for advanced filtering.
What types of tasks can I perform by integrating Close CRM with Salesforce?
Integrating Close CRM with Salesforce allows you to perform various tasks, including:
- Create Salesforce opportunities from new Close CRM leads.
- Update Close CRM contacts when Salesforce accounts are modified.
- Synchronize deal stages between Close CRM and Salesforce.
- Automatically log Close CRM activities in Salesforce.
- Generate custom reports combining data from both platforms.
How secure is my Close CRM data when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication, ensuring your Close CRM and Salesforce data remains protected.
Are there any limitations to the Close CRM and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization is subject to API rate limits of both platforms.
- Custom fields in Close CRM and Salesforce require mapping during setup.
