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How to connect Close CRM and Tamtam
Create a New Scenario to Connect Close CRM and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find Close CRM or Tamtam, 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 Tamtam Node
Next, click the plus (+) icon on the Close CRM node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
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Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the Close CRM and Tamtam 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 Tamtam 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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Tamtam
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between Close CRM and Tamtam (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 Tamtam
Close CRM + Tamtam + Google Sheets: When a new lead is created in Close CRM, its details are sent to Tamtam as a message and added as a new row in Google Sheets for tracking and analysis.
Close CRM + Tamtam + Slack: When a lead's status changes in Close CRM, a notification is sent to a Tamtam channel, and the sales team is alerted via a Slack channel message to ensure immediate awareness.
Close CRM and Tamtam 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 Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
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FAQ Close CRM and Tamtam
How can I connect my Close CRM account to Tamtam using Latenode?
To connect your Close CRM account to Tamtam 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 Tamtam accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Close CRM leads to Tamtam channels?
Yes, you can! With Latenode, automate lead notifications to Tamtam, boosting team response times. Use our no-code editor or add custom logic with JavaScript for advanced filtering.
What types of tasks can I perform by integrating Close CRM with Tamtam?
Integrating Close CRM with Tamtam allows you to perform various tasks, including:
- Send Tamtam messages when a new lead is created in Close CRM.
- Update Close CRM when a lead interacts with a Tamtam bot.
- Create Close CRM tasks based on Tamtam channel mentions.
- Notify a Tamtam channel when a deal closes in Close CRM.
- Forward Close CRM opportunity updates to designated Tamtam groups.
Can I filter Close CRM data before sending it to Tamtam channels?
Yes! Latenode offers powerful filtering options. Use our visual editor or add JavaScript code to filter Close CRM data, ensuring only relevant information is sent.
Are there any limitations to the Close CRM and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers between the two apps may experience delays.
- Custom field mappings require familiarity with data structures.
- Rate limits on the Close CRM or Tamtam APIs may affect performance.
