How to connect Close CRM and WhatConverts
Create a New Scenario to Connect Close CRM and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Close CRM or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Close CRM node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

Close CRM
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WhatConverts

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

JavaScript
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AI Anthropic Claude 3
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WhatConverts
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, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Close CRM and WhatConverts (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 WhatConverts
WhatConverts + Close CRM + Slack: When a new lead is registered in WhatConverts, the automation searches for the lead in Close CRM. If the lead exists, it updates the lead. If not, it creates a new lead in Close CRM and then sends a notification to a Slack channel with the lead's information.
WhatConverts + Google Sheets + Close CRM: When a new lead is created in WhatConverts, the automation adds a new row to a Google Sheet with the lead's information. Then, it searches for the lead in Close CRM and updates the lead status based on the conversion.
Close CRM and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
FAQ Close CRM and WhatConverts
How can I connect my Close CRM account to WhatConverts using Latenode?
To connect your Close CRM account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads with WhatConverts data?
Yes, you can! Latenode lets you create custom workflows to seamlessly transfer conversion details from WhatConverts to Close CRM, ensuring your sales team always has the latest lead data.
What types of tasks can I perform by integrating Close CRM with WhatConverts?
Integrating Close CRM with WhatConverts allows you to perform various tasks, including:
- Automatically creating new Close CRM leads from qualified WhatConverts leads.
- Updating existing Close CRM contact information with WhatConverts data.
- Triggering Close CRM tasks when a new conversion event is recorded in WhatConverts.
- Sending custom reports on lead sources from WhatConverts to Close CRM.
- Enriching Close CRM opportunities with marketing attribution data from WhatConverts.
How secure is my Close CRM data within Latenode?
Latenode uses advanced encryption and security protocols to ensure your Close CRM data is protected during all integration and automation processes.
Are there any limitations to the Close CRM and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API limits of both Close CRM and WhatConverts.
- Complex data transformations might require custom JavaScript code.
- Historical data migration may require a separate, one-time workflow setup.