Close CRM and Trainerize Integration

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Automatically update Trainerize when deals close in Close CRM, triggering personalized fitness plans for new clients. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing makes scaling client onboarding effortless.

Swap Apps

Close CRM

Trainerize

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Trainerize

Create a New Scenario to Connect Close CRM and Trainerize

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

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

Node type

#1 Close CRM

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Name

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Connection *

Select

Map

Connect Close CRM

Sign In

Run node once

Add the Trainerize Node

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

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Close CRM

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Trainerize

Authenticate Trainerize

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

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Close CRM

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Trainerize

Node type

#2 Trainerize

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Name

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Connection *

Select

Map

Connect Trainerize

Sign In

Run node once

Configure the Close CRM and Trainerize 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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Trainerize

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#2 Trainerize

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Connection *

Select

Map

Connect Trainerize

Trainerize Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Trainerize 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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JavaScript

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AI Anthropic Claude 3

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Trainerize

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

Close CRM + Trainerize + Google Sheets: When a new lead is created in Close CRM and a new client is added in Trainerize, their information is added to a Google Sheets spreadsheet for performance analysis.

Trainerize + Close CRM + Mailchimp: When a client's status changes in Trainerize, their information from Close CRM is used to add them to a special offers list in Mailchimp.

Close CRM and Trainerize 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 Trainerize

Automate fitness client management with Trainerize in Latenode. Trigger workflows on training completion, nutrition updates, or new client sign-ups. Send data to CRMs, billing systems, or communication tools. Latenode provides flexible tools like webhooks and custom JavaScript for deep Trainerize integration, streamlining tasks beyond basic automation.

See how Latenode works

FAQ Close CRM and Trainerize

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

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

Can I automatically create Close CRM leads from new Trainerize clients?

Yes, you can! Latenode automates lead creation, ensuring no new Trainerize client is missed. This streamlined process keeps your sales pipeline full, maximizing conversion opportunities.

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

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

  • Automatically create new Close CRM leads from new Trainerize clients.
  • Update client information in Close CRM when their Trainerize profile changes.
  • Trigger personalized email sequences in Close CRM based on Trainerize workout milestones.
  • Log completed Trainerize workouts as activities in Close CRM.
  • Send SMS reminders via Close CRM for upcoming Trainerize appointments.

How do I handle complex data transformations between Close CRM and Trainerize?

Latenode's no-code data mapping and JavaScript blocks handle any data transformation, ensuring perfect data syncs between Close CRM and Trainerize, effortlessly.

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

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

  • Historical data migration requires custom scripting.
  • Complex Trainerize program logic may need custom JavaScript.
  • API rate limits of Close CRM and Trainerize may impact large workflows.

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