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

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Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the Close CRM and SOS Inventory 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 SOS Inventory 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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SOS Inventory
Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between Close CRM and SOS Inventory (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 SOS Inventory
Close CRM + SOS Inventory + Slack: When a lead's status changes in Close CRM, trigger the creation of a sales order in SOS Inventory. Finally, send a notification in Slack to the sales team informing them of the new sales order.
SOS Inventory + Close CRM + QuickBooks: When a new sales order is created in SOS Inventory, search for a matching lead in Close CRM. If a lead is found, create a customer in QuickBooks with the corresponding information.
Close CRM and SOS Inventory 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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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See how Latenode works
FAQ Close CRM and SOS Inventory
How can I connect my Close CRM account to SOS Inventory using Latenode?
To connect your Close CRM account to SOS Inventory 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 SOS Inventory accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update inventory levels upon closing a deal?
Yes, you can! Latenode's visual editor makes it easy to trigger SOS Inventory updates directly from Close CRM deal stages, ensuring accurate stock management.
What types of tasks can I perform by integrating Close CRM with SOS Inventory?
Integrating Close CRM with SOS Inventory allows you to perform various tasks, including:
- Create new SOS Inventory customers from new Close CRM leads.
- Update SOS Inventory stock levels when a Close CRM deal is won.
- Generate sales orders in SOS Inventory from Close CRM opportunities.
- Sync contact information between Close CRM and SOS Inventory.
- Trigger notifications for low stock based on Close CRM sales data.
How secure is my Close CRM data when using Latenode integrations?
Latenode uses secure authentication protocols and encrypts data in transit, ensuring the safety of your Close CRM data.
Are there any limitations to the Close CRM and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code blocks.
- Real-time sync depends on the API rate limits of Close CRM and SOS Inventory.
- Custom field mappings require careful configuration.