Close CRM and Textmagic Integration

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Automatically send SMS updates from Textmagic based on Close CRM deal stages. Latenode's visual editor makes it simple to customize messaging and logic while saving on costs with pay-by-execution pricing.

Swap Apps

Close CRM

Textmagic

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Textmagic

Create a New Scenario to Connect Close CRM and Textmagic

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 Textmagic will be your first step. To do this, click "Choose an app," find Close CRM or Textmagic, 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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#1 Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Textmagic Node

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

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Close CRM

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Textmagic

Authenticate Textmagic

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

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Close CRM

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Textmagic

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#2 Textmagic

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Connection *

Select

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Connect Textmagic

Sign In

Run node once

Configure the Close CRM and Textmagic 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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Textmagic

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Textmagic Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Textmagic 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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AI Anthropic Claude 3

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Textmagic

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Trigger on Webhook

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Close CRM

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Iterator

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Webhook response

Save and Activate the Scenario

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

Close CRM + Textmagic + Slack: When a new lead is created in Close CRM, a personalized SMS message is sent to the lead via Textmagic. A notification is then sent to a designated Slack channel to alert the sales team.

Textmagic + Close CRM + Google Sheets: When a new incoming message is received via Textmagic, the information is used to find or create a contact in Close CRM and then log the message and contact details to a Google Sheet.

Close CRM and Textmagic 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 Textmagic

Use Textmagic in Latenode to automate SMS marketing and notifications. Send personalized texts based on triggers in your CRM or database. Create automated workflows for appointment reminders, order updates, and more. Latenode lets you orchestrate SMS campaigns with data enrichment and routing — code-free.

See how Latenode works

FAQ Close CRM and Textmagic

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

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

Can I send SMS reminders for upcoming Close CRM opportunities?

Yes, you can! Latenode's visual editor makes this easy. Automate reminders via Textmagic, boosting engagement & closing deals faster with timely SMS follow-ups.

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

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

  • Automatically sending SMS updates when a lead's status changes.
  • Creating Textmagic contacts from new Close CRM leads.
  • Sending follow-up SMS messages after a Close CRM activity.
  • Updating Close CRM custom fields based on SMS responses.
  • Triggering SMS campaigns for segmented Close CRM opportunities.

How secure is my Close CRM data when using Latenode?

Latenode employs enterprise-grade security measures to protect your data, including encryption and secure authentication protocols.

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

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

  • Attachments from Close CRM cannot be directly sent via Textmagic.
  • Complex Textmagic templates require careful setup in Latenode.
  • Rate limits apply based on your Close CRM and Textmagic plans.

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