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How to connect Close CRM and Sendy
Create a New Scenario to Connect Close CRM and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find Close CRM or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the Close CRM node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the Close CRM and Sendy 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 Sendy 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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Sendy
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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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between Close CRM and Sendy (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 Sendy
Close CRM + Sendy + Slack: When a lead's status changes in Close CRM, the contact is added to a specified list in Sendy, and a notification is sent to a Slack channel.
Sendy + Close CRM + Google Sheets: When a new subscriber joins a list in Sendy, a new lead is created in Close CRM, and the subscriber's information is logged in a Google Sheet.
Close CRM and Sendy 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 Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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See how Latenode works
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FAQ Close CRM and Sendy
How can I connect my Close CRM account to Sendy using Latenode?
To connect your Close CRM account to Sendy 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 Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Close CRM leads to Sendy?
Yes, you can! Latenode's visual editor simplifies this, adding leads as subscribers instantly. Benefit: targeted email campaigns and faster lead engagement.
What types of tasks can I perform by integrating Close CRM with Sendy?
Integrating Close CRM with Sendy allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to a Sendy mailing list.
- Updating subscriber information in Sendy based on Close CRM activity.
- Triggering personalized email sequences in Sendy for new Close CRM opportunities.
- Segmenting Sendy subscribers based on Close CRM deal stages.
- Sending transactional emails via Sendy when deals are won in Close CRM.
Can I use JavaScript to customize the Close CRM/Sendy integration?
Yes! Latenode allows you to use JavaScript for custom logic, data transformations, and advanced control over your integration.
Are there any limitations to the Close CRM and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Close CRM and Sendy APIs apply.
- Initial setup requires valid credentials for both platforms.
