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How to connect Close CRM and Softr
Create a New Scenario to Connect Close CRM and Softr
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 Softr will be your first step. To do this, click "Choose an app," find Close CRM or Softr, 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 Softr Node
Next, click the plus (+) icon on the Close CRM node, select Softr from the list of available apps, and choose the action you need from the list of nodes within Softr.
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Softr
Authenticate Softr
Now, click the Softr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Softr settings. Authentication allows you to use Softr through Latenode.
Configure the Close CRM and Softr 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 Softr 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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Softr
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Softr, 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 Softr integration works as expected. Depending on your setup, data should flow between Close CRM and Softr (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 Softr
Close CRM + Softr + Slack: When a new lead is created in Close CRM, a corresponding user account is created in Softr. Then, a notification is sent to a designated Slack channel to inform the sales team of the new lead and user.
Softr + Close CRM + Google Sheets: When a new user signs up in Softr, a new lead is created in Close CRM, and the user's information is added as a new row in Google Sheets for tracking and analysis.
Close CRM and Softr 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 Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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See how Latenode works
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FAQ Close CRM and Softr
How can I connect my Close CRM account to Softr using Latenode?
To connect your Close CRM account to Softr 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 Softr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Softr users from new Close CRM leads?
Yes, you can! Latenode lets you instantly trigger Softr user creation when a new lead is added in Close CRM. This saves time and ensures your Softr user base stays synchronized.
What types of tasks can I perform by integrating Close CRM with Softr?
Integrating Close CRM with Softr allows you to perform various tasks, including:
- Create Softr records when a Close CRM deal reaches a specific stage.
- Update Close CRM contacts when corresponding Softr user profiles are modified.
- Send customized email via Softr upon new Close CRM opportunity creation.
- Trigger Close CRM tasks based on user activity tracked within Softr.
- Sync deal data for reporting and analysis inside your Softr dashboards.
Can I use custom JavaScript code to transform data between Close CRM and Softr?
Yes, Latenode allows custom JavaScript blocks to modify and format data for advanced integration needs.
Are there any limitations to the Close CRM and Softr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API limits of both Close CRM and Softr.
- Initial setup requires understanding of both Close CRM and Softr data structures.
