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How to connect Close CRM and Youform
Create a New Scenario to Connect Close CRM and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Close CRM or Youform, 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 Youform Node
Next, click the plus (+) icon on the Close CRM node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Close CRM and Youform 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 Youform 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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Youform
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Close CRM and Youform (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 Youform
Youform + Close CRM + Slack: When a new submission is received in Youform, a new lead is created in Close CRM, and a notification is sent to a Slack channel to alert the sales team.
Youform + Close CRM + Google Sheets: When a new submission is received in Youform, the corresponding lead in Close CRM is updated, and the submission data is logged into a Google Sheet.
Close CRM and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Close CRM and Youform
How can I connect my Close CRM account to Youform using Latenode?
To connect your Close CRM account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Youform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Youform data to Close CRM fields, automating lead creation and saving your sales team valuable time.
What types of tasks can I perform by integrating Close CRM with Youform?
Integrating Close CRM with Youform allows you to perform various tasks, including:
- Automatically updating Close CRM contact information from Youform responses.
- Triggering email sequences in Close CRM when a new Youform is submitted.
- Creating custom reports combining data from both Close CRM and Youform.
- Sending personalized follow-up emails based on Youform submission content.
- Adding tags to Close CRM leads based on specific Youform answer choices.
How secure is my Close CRM data when using the Latenode integration?
Latenode employs robust security measures, including encryption and access controls, to protect your Close CRM and Youform data during integration.
Are there any limitations to the Close CRM and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Large data volumes might impact workflow execution speed.
- Real-time synchronization depends on the API limits of both Close CRM and Youform.
