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How to connect Close CRM and Smsapi
Create a New Scenario to Connect Close CRM and Smsapi
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 Smsapi will be your first step. To do this, click "Choose an app," find Close CRM or Smsapi, 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 Smsapi Node
Next, click the plus (+) icon on the Close CRM node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.
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Authenticate Smsapi
Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.
Configure the Close CRM and Smsapi 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 Smsapi 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, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Close CRM and Smsapi (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 Smsapi
Calendly + Smsapi + Close CRM: When a new invitee is created in Calendly, send an SMS reminder via Smsapi and update the lead in Close CRM with the appointment details.
Close CRM + Google Sheets + Smsapi: When a new lead is created in Close CRM, add a new row to Google Sheets with the lead's information, then send a welcome SMS message via Smsapi.
Close CRM and Smsapi 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 Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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See how Latenode works
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FAQ Close CRM and Smsapi
How can I connect my Close CRM account to Smsapi using Latenode?
To connect your Close CRM account to Smsapi 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 Smsapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for upcoming Close CRM appointments?
Yes, easily! Latenode's visual editor simplifies connecting Close CRM and Smsapi. Send automated SMS reminders and boost client engagement effortlessly, with advanced logic when needed.
What types of tasks can I perform by integrating Close CRM with Smsapi?
Integrating Close CRM with Smsapi allows you to perform various tasks, including:
- Send SMS notifications to leads when their status changes in Close CRM.
- Automatically create and send personalized SMS messages based on Close CRM data.
- Trigger SMS campaigns when new opportunities are created in Close CRM.
- Log SMS interactions as notes within Close CRM for a complete customer view.
- Send appointment reminders via SMS to Close CRM contacts.
How secure is my Close CRM data when using Latenode integrations?
Latenode uses advanced encryption and security protocols to ensure your Close CRM data is protected during integration and workflow execution.
Are there any limitations to the Close CRM and Smsapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large-scale data synchronization may require optimized workflow design.
- SMS delivery rates depend on Smsapi's service and carrier policies.
- Custom field mapping may require JavaScript for complex transformations.
