How to connect Close CRM and Shippo
Create a New Scenario to Connect Close CRM and Shippo
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 Shippo will be your first step. To do this, click "Choose an app," find Close CRM or Shippo, 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.

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

Close CRM
âš™
Shippo
Authenticate Shippo
Now, click the Shippo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shippo settings. Authentication allows you to use Shippo through Latenode.
Configure the Close CRM and Shippo 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 Shippo 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.

JavaScript
âš™
AI Anthropic Claude 3
âš™
Shippo
Trigger on Webhook
âš™
Close CRM
âš™
âš™
Iterator
âš™
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Shippo, 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 Shippo integration works as expected. Depending on your setup, data should flow between Close CRM and Shippo (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 Shippo
Close CRM + QuickBooks + Shippo: When a lead's status changes to 'Closed' in Close CRM, a customer and invoice are created in QuickBooks. Subsequently, a shipping order is created in Shippo for the customer's address.
Shippo + Close CRM + Slack: When a new shipping label is created in Shippo, find the related order, search Close CRM for the corresponding lead based on customer details, and notify the sales rep in Slack about the shipment status change.
Close CRM and Shippo 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 Shippo
Connect Shippo to Latenode and automate shipping tasks. Create workflows that trigger label generation or shipment tracking updates based on order events. Combine Shippo with other apps to streamline fulfillment, inventory, and customer notifications, all visually and without code, scaling affordably.
Similar apps
Related categories
See how Latenode works
FAQ Close CRM and Shippo
How can I connect my Close CRM account to Shippo using Latenode?
To connect your Close CRM account to Shippo 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 Shippo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Shippo shipments from new Close CRM deals?
Yes, you can! Latenode lets you trigger shipment creation in Shippo from new Close CRM deals, saving time. Use our visual editor, AI steps or code to tailor the workflow to your specific needs.
What types of tasks can I perform by integrating Close CRM with Shippo?
Integrating Close CRM with Shippo allows you to perform various tasks, including:
- Automatically create Shippo shipments when a Close CRM deal reaches a specific stage.
- Update Close CRM deal notes with Shippo tracking information automatically.
- Trigger email or SMS notifications via Close CRM when shipment status changes.
- Generate shipping labels in Shippo based on Close CRM customer addresses.
- Calculate shipping costs in Shippo and update the deal value in Close CRM.
How does Latenode handle Close CRM API rate limits?
Latenode intelligently manages API requests, queuing and retrying to avoid rate limits, ensuring smooth and reliable Close CRM automation.
Are there any limitations to the Close CRM and Shippo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mappings beyond basic data types might require JavaScript or AI steps.
- Complex conditional logic in address validation may require advanced workflow design.
- Historical data synchronization is not supported out-of-the-box and needs custom setup.