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How to connect Close CRM and Stripe
Create a New Scenario to Connect Close CRM and Stripe
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 Stripe will be your first step. To do this, click "Choose an app," find Close CRM or Stripe, 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 Stripe Node
Next, click the plus (+) icon on the Close CRM node, select Stripe from the list of available apps, and choose the action you need from the list of nodes within Stripe.
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Authenticate Stripe
Now, click the Stripe node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Stripe settings. Authentication allows you to use Stripe through Latenode.
Configure the Close CRM and Stripe 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 Stripe 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, Stripe, 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 Stripe integration works as expected. Depending on your setup, data should flow between Close CRM and Stripe (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 Stripe
Close CRM + Stripe + Slack: When a lead's status changes to 'Closed' in Close CRM, this triggers the creation of an invoice in Stripe. Then, a notification is sent to a designated Slack channel to inform the sales team.
Stripe + Close CRM + QuickBooks: When a new event occurs in Stripe, if it is a successful payment, the automation updates the customer details in Close CRM and creates a corresponding transaction record in QuickBooks.
Close CRM and Stripe 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 Stripe
Automate Stripe within Latenode to handle payments, subscriptions, and refunds inside your workflows. Trigger actions in other apps based on Stripe events. Manage billing cycles, send invoices, or update databases automatically. Integrate payment data with your CRM, accounting software, and more, using Latenode's flexible, no-code visual editor.
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FAQ Close CRM and Stripe
How can I connect my Close CRM account to Stripe using Latenode?
To connect your Close CRM account to Stripe 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 Stripe accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Stripe charges?
Yes, with Latenode! Automatically create leads using Stripe data. Leverage AI and JavaScript blocks for advanced data formatting and enrichment.
What types of tasks can I perform by integrating Close CRM with Stripe?
Integrating Close CRM with Stripe allows you to perform various tasks, including:
- Automatically updating lead information in Close CRM upon successful Stripe payments.
- Creating invoices in Stripe when a deal is closed in Close CRM.
- Triggering email sequences in Close CRM based on Stripe subscription status.
- Syncing customer data between Close CRM and Stripe for unified customer profiles.
- Generating reports on sales performance using data from both Close CRM and Stripe.
Can I filter Stripe transactions before updating Close CRM records?
Yes! Latenode’s no-code blocks or JavaScript steps can filter transactions based on amount, type, or other criteria before updating Close CRM.
Are there any limitations to the Close CRM and Stripe integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- The integration relies on the Close CRM and Stripe API availability.
- Rate limits imposed by Close CRM and Stripe can affect workflow speed.
