Close CRM and YouCanBookMe Integration

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Automatically create Close CRM leads from new YouCanBookMe bookings, enriching the records with custom data using JavaScript nodes. Scale lead generation affordably and visually on Latenode.

Swap Apps

Close CRM

YouCanBookMe

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and YouCanBookMe

Create a New Scenario to Connect Close CRM and YouCanBookMe

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

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

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Close CRM

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YouCanBookMe

Authenticate YouCanBookMe

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

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Close CRM

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YouCanBookMe

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Connection *

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Connect YouCanBookMe

Sign In

Run node once

Configure the Close CRM and YouCanBookMe 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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YouCanBookMe

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#2 YouCanBookMe

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Connect YouCanBookMe

YouCanBookMe Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and YouCanBookMe 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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JavaScript

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AI Anthropic Claude 3

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YouCanBookMe

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

Close CRM + YouCanBookMe + Slack: When a new lead is created in Close CRM, automatically create a booking link in YouCanBookMe and then notify the sales team in Slack with the new lead and booking details.

YouCanBookMe + Close CRM + Google Sheets: When a new booking is made in YouCanBookMe, find or create the corresponding lead in Close CRM, then add a row to a Google Sheet to log the booking event.

Close CRM and YouCanBookMe 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 YouCanBookMe

Integrate YouCanBookMe with Latenode to automate booking-related tasks. Automatically update CRMs, send custom notifications, or trigger follow-up sequences based on booking events. Latenode adds conditional logic and data transformation to booking data, creating smart workflows that save time and reduce manual errors beyond basic scheduling.

See how Latenode works

FAQ Close CRM and YouCanBookMe

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

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

Can I automatically update Close CRM contacts after a YouCanBookMe booking?

Yes, you can! Latenode lets you sync booking data to Close CRM, ensuring your contact info is always up-to-date, saving you manual data entry and improving sales efficiency.

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

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

  • Create a new Close CRM lead when a new booking is made.
  • Update a Close CRM contact when a booking is rescheduled.
  • Send automated thank-you emails after a meeting is completed.
  • Trigger internal notifications for new or updated bookings.
  • Log all YouCanBookMe bookings as activities in Close CRM.

Can I use custom fields from YouCanBookMe in my Close CRM workflows?

Yes, Latenode allows mapping custom fields from YouCanBookMe to Close CRM, providing highly personalized and data-rich automation flows.

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

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

  • Initial data import from YouCanBookMe to Close CRM is not supported.
  • Complex conditional logic may require JavaScript knowledge.
  • Rate limits imposed by Close CRM and YouCanBookMe APIs apply.

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