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How to connect Close CRM and Square
Create a New Scenario to Connect Close CRM and Square
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 Square will be your first step. To do this, click "Choose an app," find Close CRM or Square, 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 Square Node
Next, click the plus (+) icon on the Close CRM node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the Close CRM and Square 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 Square 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, Square, 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 Square integration works as expected. Depending on your setup, data should flow between Close CRM and Square (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 Square
Close CRM + Square + QuickBooks: When a lead's status changes in Close CRM, create a corresponding customer in Square. If the customer creation is successful, create an invoice in QuickBooks for accounting purposes.
Square + Close CRM + Slack: When a new event occurs in Square (for example, a transaction), find the customer associated with the transaction. Then, update the corresponding lead in Close CRM and notify the sales team in Slack with a public channel message containing the customer details.
Close CRM and Square 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 Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ Close CRM and Square
How can I connect my Close CRM account to Square using Latenode?
To connect your Close CRM account to Square 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 Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Square transactions?
Yes, you can! Latenode allows you to create automated workflows that generate new leads in Close CRM whenever a new transaction occurs in Square, streamlining your sales process.
What types of tasks can I perform by integrating Close CRM with Square?
Integrating Close CRM with Square allows you to perform various tasks, including:
- Create a new Close CRM lead from a successful Square transaction.
- Update a Close CRM opportunity when a Square payment is received.
- Send Square invoices automatically from Close CRM deal stages.
- Track Square payment history directly within Close CRM contacts.
- Generate summary reports of Square sales data in Close CRM.
Can I use JavaScript code to transform data between Close CRM and Square?
Yes! Latenode's built-in JavaScript blocks allow you to manipulate and transform data for advanced Close CRM and Square workflows.
Are there any limitations to the Close CRM and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Close CRM and Square.
- Initial setup requires valid API keys and authentication for both platforms.
