Close CRM and Signnow Integration

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Automatically trigger Signnow e-signature requests when deals reach specific stages in Close CRM. Latenode's visual editor simplifies the process, while affordable execution-based pricing makes scaling your sales workflow easy.

Swap Apps

Close CRM

Signnow

Step 1: Choose a Trigger

Step 2: Choose an Action

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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.

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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.

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Close CRM

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Connect Close CRM

Sign In

Run node once

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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Close CRM

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Signnow

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.

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Close CRM

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Signnow

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Connect Signnow

Sign In

Run node once

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.

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Close CRM

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Signnow Oauth 2.0

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Select an action *

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The action ID

Run node once

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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Trigger on Webhook

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Iterator

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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.

Related categories

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.

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.

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