Close CRM and X (Twitter) Integration

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Automatically enrich Close CRM leads with social data from X (Twitter) profiles. Latenode's visual editor and flexible JavaScript blocks let you customize data extraction and scoring, while affordable pricing helps scale lead generation.

Swap Apps

Close CRM

X (Twitter)

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and X (Twitter)

Create a New Scenario to Connect Close CRM and X (Twitter)

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 X (Twitter) will be your first step. To do this, click "Choose an app," find Close CRM or X (Twitter), 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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Connect Close CRM

Sign In

Run node once

Add the X (Twitter) Node

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

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Close CRM

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X (Twitter)

Authenticate X (Twitter)

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

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Close CRM

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Connect X (Twitter)

Sign In

Run node once

Configure the Close CRM and X (Twitter) 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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Connect X (Twitter)

X (Twitter) Oauth 2.0

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Change

Select an action *

Select

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The action ID

Run node once

Set Up the Close CRM and X (Twitter) 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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Save and Activate the Scenario

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

Close CRM + X (Twitter) + Slack: When a new lead is created in Close CRM, the automation searches for the lead's Twitter profile using the lead's name. If a matching profile is found, a direct message is sent to the user via Slack with a personalized message.

X (Twitter) + Close CRM + Google Sheets: Track brand mentions on Twitter. Each time the brand is mentioned, a lead is created in Close CRM if one doesn't already exist. The details of the mention are then added to a Google Sheet for tracking.

Close CRM and X (Twitter) 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 X (Twitter)

Automate social listening and brand monitoring with X (Twitter) in Latenode. Track mentions, analyze sentiment, and trigger alerts or actions based on real-time tweets. Use no-code tools or custom JavaScript to filter, format, and route data to your team or other apps, creating scalable workflows for social media management without complex coding.

See how Latenode works

FAQ Close CRM and X (Twitter)

How can I connect my Close CRM account to X (Twitter) using Latenode?

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

Can I automatically update Close CRM when someone mentions my company on X (Twitter)?

Yes, you can! Latenode's flexible workflows allow you to monitor X (Twitter) mentions and automatically create or update leads in Close CRM, ensuring prompt follow-up.

What types of tasks can I perform by integrating Close CRM with X (Twitter)?

Integrating Close CRM with X (Twitter) allows you to perform various tasks, including:

  • Create new Close CRM leads from relevant X (Twitter) mentions.
  • Send direct messages on X (Twitter) to new Close CRM leads.
  • Update Close CRM opportunities based on X (Twitter) activity.
  • Post automated X (Twitter) updates when a deal closes in Close CRM.
  • Analyze X (Twitter) sentiment related to Close CRM contacts.

How secure is my Close CRM data when using Latenode's integration?

Latenode employs robust security measures, including encryption and access controls, to protect your Close CRM data during integration and workflow execution.

Are there any limitations to the Close CRM and X (Twitter) integration on Latenode?

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

  • Rate limits imposed by the X (Twitter) API may affect high-volume workflows.
  • Historical X (Twitter) data prior to the integration setup is not automatically imported.
  • Custom field mappings in Close CRM may require advanced configuration.

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