.svg){kind=icon}
How to connect Close CRM and Streak
Create a New Scenario to Connect Close CRM and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Close CRM or Streak, 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.
+
1
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 Streak Node
Next, click the plus (+) icon on the Close CRM node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
1
Close CRM
⚙
+
2
Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Close CRM and Streak 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 Streak 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Streak
1
Trigger on Webhook
⚙
2
Close CRM
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Close CRM and Streak (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 Streak
Close CRM + Streak + Slack: When a lead status changes in Close CRM to 'Closed Won', a new box is created in Streak to manage the post-sales process, and a message is sent to a dedicated Slack channel to notify the team.
Streak + Close CRM + Google Sheets: When a box's stage changes in Streak, the details are logged in a Google Sheet. Subsequently, the associated Close CRM lead is updated with information about the stage change.
Close CRM and Streak 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.
Similar apps
Related categories
About Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Streak
How can I connect my Close CRM account to Streak using Latenode?
To connect your Close CRM account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Streak boxes from new Close CRM leads?
Yes, you can! Latenode's visual editor makes this easy. Automate lead import and box creation, saving your sales team valuable time with robust, scalable workflows.
What types of tasks can I perform by integrating Close CRM with Streak?
Integrating Close CRM with Streak allows you to perform various tasks, including:
- Automatically updating Streak boxes when a Close CRM lead status changes.
- Creating Close CRM leads from new contacts added to Streak pipelines.
- Syncing contact information between Close CRM leads and corresponding Streak boxes.
- Triggering email sequences in Close CRM based on Streak pipeline stage changes.
- Generating reports combining data from both Close CRM and Streak using JavaScript.
How secure is my Close CRM data when integrated with Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Close CRM data at all times.
Are there any limitations to the Close CRM and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between the apps might require manual configuration.
- Complex custom fields in Close CRM may need advanced scripting for proper syncing.
- Rate limits from Close CRM and Streak APIs can affect high-volume data transfers.
