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Automatically create or update Close CRM leads from Typeform submissions, enriching your sales pipeline. Latenode's visual editor and affordable execution-based pricing lets you add custom logic and scale complex lead qualification workflows without code.
Connect Close CRM and Typeform in minutes with Latenode.
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Create a New Scenario to Connect Close CRM and Typeform
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 Typeform will be your first step. To do this, click "Choose an app," find Close CRM or Typeform, 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.
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.
Add the Typeform Node
Next, click the plus (+) icon on the Close CRM node, select Typeform from the list of available apps, and choose the action you need from the list of nodes within Typeform.
Close CRM
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Typeform
Authenticate Typeform
Now, click the Typeform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Typeform settings. Authentication allows you to use Typeform through Latenode.
Configure the Close CRM and Typeform 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 Typeform Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Typeform
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, Typeform, 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 Typeform integration works as expected. Depending on your setup, data should flow between Close CRM and Typeform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Typeform + Close CRM + Slack: When a new submission is received in Typeform, a lead is created or updated in Close CRM. Then, a notification is sent to a designated Slack channel to inform the sales team of the new lead.
Typeform + Google Sheets + Close CRM: When a new submission is received in Typeform, the data is added as a new row in Google Sheets. Then, the lead information in Close CRM is updated or created based on the Typeform submission.
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 Typeform
Capture leads and feedback with Typeform, then instantly pipe that data into Latenode for automated processing. Update databases, trigger email sequences, or send notifications. Use Latenode's visual builder to create custom workflows triggered by Typeform submissions. Extend with AI, JavaScript, and more.
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How can I connect my Close CRM account to Typeform using Latenode?
To connect your Close CRM account to Typeform on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Typeform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Typeform responses directly to Close CRM lead fields, automating lead generation and saving valuable time.
What types of tasks can I perform by integrating Close CRM with Typeform?
Integrating Close CRM with Typeform allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Close CRM and Typeform?
Yes! Latenode allows you to use JavaScript to manipulate data, ensuring seamless data transformation between Close CRM and Typeform.
Are there any limitations to the Close CRM and Typeform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: