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How to connect Close CRM and Soax
Create a New Scenario to Connect Close CRM and Soax
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 Soax will be your first step. To do this, click "Choose an app," find Close CRM or Soax, 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.
Add the Soax Node
Next, click the plus (+) icon on the Close CRM node, select Soax from the list of available apps, and choose the action you need from the list of nodes within Soax.
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Soax
Authenticate Soax
Now, click the Soax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Soax settings. Authentication allows you to use Soax through Latenode.
Configure the Close CRM and Soax 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 Soax 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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Soax
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Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Soax, 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 Soax integration works as expected. Depending on your setup, data should flow between Close CRM and Soax (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 Soax
Close CRM + Soax + Slack: When a new lead is created in Close CRM, use Soax to verify the lead's information via a Google search. If the search is successful, send a notification to a designated Slack channel.
Soax + Close CRM + Google Sheets: When a new lead is created in Close CRM, use Soax to perform a Google search related to the lead. Log the results of the Soax Google search alongside the updated lead information from Close CRM in a Google Sheet.
Close CRM and Soax 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 Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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See how Latenode works
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FAQ Close CRM and Soax
How can I connect my Close CRM account to Soax using Latenode?
To connect your Close CRM account to Soax 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 Soax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Close CRM leads with Soax data?
Yes, easily! Latenode allows you to automatically enrich Close CRM leads with data from Soax, improving lead quality. Use our no-code blocks or JavaScript for advanced data transformation.
What types of tasks can I perform by integrating Close CRM with Soax?
Integrating Close CRM with Soax allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to Soax for enhanced profiling.
- Updating Close CRM contact details with verified information from Soax.
- Triggering Close CRM actions based on Soax proxy performance metrics.
- Generating reports combining sales data from Close CRM and Soax usage.
- Validating lead location data in Close CRM using Soax geolocation features.
How do I handle Close CRM API rate limits within Latenode?
Latenode's advanced workflow control lets you implement retry logic and queue management. This avoids rate limits and maintains consistent data flow.
Are there any limitations to the Close CRM and Soax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API availability of both apps.
- Complex data transformations may require some JavaScript coding knowledge.
- The number of concurrent workflows is limited by your Latenode plan.
