Close CRM and Systeme IO Integration

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Automatically create leads in Systeme IO from new Close CRM contacts, enriching your sales funnel with zero code via Latenode's visual editor and scaling affordably as your business grows.

Swap Apps

Close CRM

Systeme IO

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Systeme IO

Create a New Scenario to Connect Close CRM and Systeme IO

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 Systeme IO will be your first step. To do this, click "Choose an app," find Close CRM or Systeme IO, 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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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.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Systeme IO Node

Next, click the plus (+) icon on the Close CRM node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.

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Close CRM

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Systeme IO

Authenticate Systeme IO

Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.

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Close CRM

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Systeme IO

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Connect Systeme IO

Sign In

Run node once

Configure the Close CRM and Systeme IO Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Systeme IO

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Systeme IO Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Systeme IO 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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Webhook response

Save and Activate the Scenario

After configuring Close CRM, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between Close CRM and Systeme IO (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 Systeme IO

Close CRM + Systeme IO + Slack: When a lead's status changes in Close CRM, a contact is created or updated in Systeme IO. Then, a notification is sent to a designated Slack channel to inform the sales team.

Systeme IO + Close CRM + Google Sheets: When a new event (sale) occurs in Systeme IO, the corresponding contact data is updated in Close CRM. Subsequently, the sale details are logged in a Google Sheet for tracking and reporting purposes.

Close CRM and Systeme IO 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.

Related categories

About Systeme IO

Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.

See how Latenode works

FAQ Close CRM and Systeme IO

How can I connect my Close CRM account to Systeme IO using Latenode?

To connect your Close CRM account to Systeme IO 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 Systeme IO accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add Close CRM leads to Systeme IO?

Yes, you can! Latenode lets you sync new Close CRM leads to Systeme IO. This ensures immediate follow-up, improving engagement and conversion rates through timely email sequences.

What types of tasks can I perform by integrating Close CRM with Systeme IO?

Integrating Close CRM with Systeme IO allows you to perform various tasks, including:

  • Create Systeme IO contacts from new Close CRM leads.
  • Update Systeme IO contact information based on Close CRM activity.
  • Enroll Close CRM leads in Systeme IO courses or email sequences.
  • Trigger Close CRM tasks when a Systeme IO course is completed.
  • Sync purchase data from Systeme IO to Close CRM opportunities.

CanIaddcustomfieldsfromCloseCRMtoSystemeIO?

Yes, Latenode supports custom field mapping! Easily transfer specific details from Close CRM leads to corresponding fields in Systeme IO contacts.

Are there any limitations to the Close CRM and Systeme IO integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Real-time synchronization depends on API rate limits of both platforms.
  • Attachments from Close CRM may not directly transfer to Systeme IO.

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