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How to connect Close CRM and Webhook
Create a New Scenario to Connect Close CRM and Webhook
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 Webhook will be your first step. To do this, click "Choose an app," find Close CRM or Webhook, 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 Webhook Node
Next, click the plus (+) icon on the Close CRM node, select Webhook from the list of available apps, and choose the action you need from the list of nodes within Webhook.
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Authenticate Webhook
Now, click the Webhook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Webhook settings. Authentication allows you to use Webhook through Latenode.
Configure the Close CRM and Webhook 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 Webhook 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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Webhook
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Webhook, 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 Webhook integration works as expected. Depending on your setup, data should flow between Close CRM and Webhook (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 Webhook
Close CRM + Webhook + Slack: When a new lead is created in Close CRM, a webhook is triggered, sending the lead data to Slack to notify the sales team.
Webhook + Close CRM + Google Sheets: Upon receiving data through a webhook, a new contact is created in Close CRM, and the contact details are simultaneously logged in a Google Sheet.
Close CRM and Webhook 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 Webhook
Use Webhook in Latenode to connect real-time events to automated workflows. Receive updates from any app, trigger instant actions, and route data without polling. Unlike other platforms, Latenode lets you filter, transform, and integrate this data with AI or custom code, all within a scalable, pay-as-you-go environment.
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FAQ Close CRM and Webhook
How can I connect my Close CRM account to Webhook using Latenode?
To connect your Close CRM account to Webhook 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 Webhook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger a webhook on new Close CRM lead?
Yes, you can! Latenode's visual editor makes it easy to trigger Webhooks when new leads are created in Close CRM. This enables immediate, automated follow-up actions and data synchronization.
What types of tasks can I perform by integrating Close CRM with Webhook?
Integrating Close CRM with Webhook allows you to perform various tasks, including:
- Sending Close CRM lead data to a custom analytics platform.
- Notifying a Slack channel upon a Closed Won deal.
- Automatically updating a Google Sheet with new contact information.
- Triggering SMS messages to new leads via Twilio.
- Creating new tasks in project management tools.
How can I automate lead scoring updates in Close CRM with Latenode?
Latenode automates updates based on webhook triggers, allowing real-time lead scoring in Close CRM, enhancing efficiency and prospect qualification.
Are there any limitations to the Close CRM and Webhook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Close CRM and Webhook may affect high-volume workflows.
- Complex data transformations might require JavaScript knowledge.
- Webhook reliability depends on the receiving server's uptime.
