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How to connect Close CRM and Shopify
Create a New Scenario to Connect Close CRM and Shopify
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 Shopify will be your first step. To do this, click "Choose an app," find Close CRM or Shopify, 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 Shopify Node
Next, click the plus (+) icon on the Close CRM node, select Shopify from the list of available apps, and choose the action you need from the list of nodes within Shopify.
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Authenticate Shopify
Now, click the Shopify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shopify settings. Authentication allows you to use Shopify through Latenode.
Configure the Close CRM and Shopify 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 Shopify 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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Save and Activate the Scenario
After configuring Close CRM, Shopify, 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 Shopify integration works as expected. Depending on your setup, data should flow between Close CRM and Shopify (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 Shopify
Close CRM + Slack: When a lead's status changes in Close CRM, a message is sent to a dedicated Slack channel to notify the team of deal updates, like a deal closing.
Shopify + Close CRM + Klaviyo: When a new customer is created in Shopify, their information is automatically added as a new lead in Close CRM and also added to a Klaviyo list for targeted email marketing campaigns.
Close CRM and Shopify 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 Shopify
Sync Shopify orders, customers, or inventory data with other apps using Latenode. Automate fulfillment, update databases, or trigger marketing campaigns based on sales events. Use visual workflows to customize logic without code, and scale processes affordably based on execution time.
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See how Latenode works
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FAQ Close CRM and Shopify
How can I connect my Close CRM account to Shopify using Latenode?
To connect your Close CRM account to Shopify 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 Shopify accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM when new Shopify orders occur?
Yes, you can! Latenode allows real-time updates, triggering Close CRM tasks whenever a new order is placed in Shopify, centralizing customer data.
What types of tasks can I perform by integrating Close CRM with Shopify?
Integrating Close CRM with Shopify allows you to perform various tasks, including:
- Create new Close CRM leads from Shopify customers.
- Update Close CRM opportunities when Shopify orders are fulfilled.
- Send personalized emails via Close CRM for Shopify abandoned carts.
- Track Shopify revenue within Close CRM deal stages.
- Segment customers in Close CRM based on Shopify purchase history.
How does Latenode handle custom fields for Close CRM in my workflows?
Latenode supports mapping of custom fields between Close CRM and Shopify, providing flexibility in handling your specific data requirements.
Are there any limitations to the Close CRM and Shopify integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Close CRM and Shopify APIs may affect high-volume workflows.
- Complex data transformations might require JavaScript code blocks.
- Historical data migration requires careful planning due to API constraints.
