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How to connect Close CRM and Tools
Create a New Scenario to Connect Close CRM and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Close CRM or Tools, 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 Tools Node
Next, click the plus (+) icon on the Close CRM node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
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Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Close CRM and Tools 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 Tools 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, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Close CRM and Tools (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 Tools
Close CRM + Slack: When a lead's status changes in Close CRM, a message is sent to a designated Slack channel to notify the team and celebrate deal closures with appropriate GIFs.
Tools + Close CRM + Google Sheets: Retrieve metrics from internal tools. Correlate the tool metrics with lead data from Close CRM and log the combined data into Google Sheets for reporting purposes.
Close CRM and Tools 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 Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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FAQ Close CRM and Tools
How can I connect my Close CRM account to Tools using Latenode?
To connect your Close CRM account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update deal stages in Close CRM based on activity in Tools?
Yes, you can! Latenode’s visual editor simplifies this. Automatically update deals based on triggers in Tools, saving your sales team valuable time.
What types of tasks can I perform by integrating Close CRM with Tools?
Integrating Close CRM with Tools allows you to perform various tasks, including:
- Create new Close CRM leads from form submissions in Tools.
- Update Close CRM contact information based on Tools data changes.
- Send personalized email sequences via Close CRM using Tools data.
- Trigger follow-up tasks in Tools when a Close CRM deal closes.
- Synchronize contact lists between Close CRM and Tools for unified outreach.
Can I use JavaScript functions to transform data between Close CRM and Tools?
Yes! Latenode supports custom JavaScript code. Transform data, create complex logic, and tailor the integration precisely to your needs.
Are there any limitations to the Close CRM and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the data volume.
- Complex data transformations may require some JavaScript knowledge.
- Real-time updates depend on API availability and rate limits from both apps.
