How to connect Close CRM and Signnow
Create a New Scenario to Connect Close CRM and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Close CRM or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Close CRM node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.

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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Close CRM and Signnow 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 Signnow 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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AI Anthropic Claude 3
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Signnow
Trigger on Webhook
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Close CRM
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Webhook response

Save and Activate the Scenario
After configuring Close CRM, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Close CRM and Signnow (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 Signnow
Close CRM + Signnow + Slack: When a lead's status changes in Close CRM, a contract is sent via Signnow. Upon a new event in Signnow (e.g., contract signed), a notification is sent to a Slack channel to inform the sales team.
Signnow + Close CRM + Google Sheets: When a new event occurs in Signnow (e.g., contract signed), update a lead in Close CRM, and add a row to Google Sheets with the signed contract details.
Close CRM and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
FAQ Close CRM and Signnow
How can I connect my Close CRM account to Signnow using Latenode?
To connect your Close CRM account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts when deals reach a stage?
Yes, you can! Latenode allows you to trigger contract sending in Signnow when a deal stage changes in Close CRM. This automation saves time and ensures contracts are sent promptly, boosting deal velocity.
What types of tasks can I perform by integrating Close CRM with Signnow?
Integrating Close CRM with Signnow allows you to perform various tasks, including:
- Automatically send signature requests when a deal reaches a specific stage.
- Update Close CRM deals when a document is signed in Signnow.
- Create new Signnow templates from Close CRM deal information.
- Generate agreements from Close CRM data using AI and send for signature.
- Archive signed documents back to Close CRM as attachments.
How do I handle errors during my Close CRM automation?
Latenode's error handling provides detailed logs and retry mechanisms. You can set up alerts and automated corrections for robust automation.
Are there any limitations to the Close CRM and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting may require custom JavaScript.
- Rate limits of Close CRM and Signnow APIs apply.
- Real-time updates depend on API availability and polling intervals.