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How to connect Close CRM and Wealthbox
Create a New Scenario to Connect Close CRM and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Close CRM or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Close CRM node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Close CRM and Wealthbox 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 Wealthbox 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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Wealthbox
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Close CRM and Wealthbox (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 Wealthbox
Close CRM + Slack: When a lead's status changes in Close CRM, a congratulatory message is sent to a specified Slack channel.
Close CRM + Wealthbox + Google Sheets: When a new contact is created in Close CRM, search for the contact in Wealthbox. If the contact exists, compare the data and log discrepancies in Google Sheets. If it doesn't exist, create the contact in Wealthbox.
Close CRM and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Close CRM and Wealthbox
How can I connect my Close CRM account to Wealthbox using Latenode?
To connect your Close CRM account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Close CRM leads to Wealthbox as contacts?
Yes, you can! Latenode enables real-time syncing, ensuring new Close CRM leads automatically become Wealthbox contacts. This eliminates manual data entry and keeps your systems aligned.
What types of tasks can I perform by integrating Close CRM with Wealthbox?
Integrating Close CRM with Wealthbox allows you to perform various tasks, including:
- Create Wealthbox contacts from new Close CRM leads.
- Update Wealthbox opportunities when deals change in Close CRM.
- Trigger follow-up tasks in Wealthbox from Close CRM activities.
- Log Close CRM calls and notes in Wealthbox contact timelines.
- Synchronize contact information updates between both platforms.
How secure is the Close CRM integration on Latenode?
Latenode uses advanced encryption and secure authentication, ensuring your Close CRM data is always protected during integration and automation.
Are there any limitations to the Close CRM and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both platforms.
- Historical data migration may need to be handled separately.
