Close CRM and Userback Integration

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Automatically create Close CRM leads from Userback feedback to close the loop on customer requests. Latenode's visual editor and affordable execution pricing make it easy to scale and tailor this sales-boosting automation.

Swap Apps

Close CRM

Userback

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Userback

Create a New Scenario to Connect Close CRM and Userback

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

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

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Close CRM

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Userback

Authenticate Userback

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

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Close CRM

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Userback

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Connect Userback

Sign In

Run node once

Configure the Close CRM and Userback 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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Userback Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Close CRM and Userback 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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Close CRM

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Iterator

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Save and Activate the Scenario

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

Userback + Slack + Close CRM: When new feedback is created in Userback, a notification is sent to a Slack channel. If the feedback sentiment is negative, a new lead is created in Close CRM.

Userback + Jira: When new feedback is created in Userback, especially if it contains negative sentiment, a new issue is automatically created in Jira to streamline bug tracking and resolution.

Close CRM and Userback 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 Userback

Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.

See how Latenode works

FAQ Close CRM and Userback

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

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

Can I automatically create Close CRM leads from new Userback feedback?

Yes, you can! Latenode's visual editor simplifies this. Automatically create leads in Close CRM from new Userback feedback to streamline sales follow-up and close deals faster.

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

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

  • Create Close CRM leads from new Userback feedback submissions.
  • Update Close CRM contact information based on Userback data.
  • Send Userback feedback requests when deals reach a certain stage.
  • Log Userback feedback as notes within Close CRM activities.
  • Trigger personalized email sequences based on user feedback data.

HowsecureisconnectingCloseCRMandUserbackthroughLatenode?

Latenode uses secure authentication protocols to protect your data. Your credentials are encrypted and securely stored, ensuring data privacy and security.

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

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

  • Historical Userback data might require custom scripting for initial import.
  • Complex Userback feedback structures need advanced data mapping configurations.
  • Real-time synchronization depends on the API rate limits of both services.

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