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Sync Close CRM with 5000+ apps via Zapier, using Latenode's visual editor to build complex lead flows affordably. Extend default options with JS code and scale automations easily.
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Create a New Scenario to Connect Close CRM and Zapier
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 Zapier will be your first step. To do this, click "Choose an app," find Close CRM or Zapier, 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 Zapier Node
Next, click the plus (+) icon on the Close CRM node, select Zapier from the list of available apps, and choose the action you need from the list of nodes within Zapier.
Close CRM
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Zapier
Authenticate Zapier
Now, click the Zapier node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zapier settings. Authentication allows you to use Zapier through Latenode.
Configure the Close CRM and Zapier 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 Zapier Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zapier
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, Zapier, 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 Zapier integration works as expected. Depending on your setup, data should flow between Close CRM and Zapier (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google Sheets + Zapier: When a lead's status changes in Close CRM, the Zapier integration adds a new row to a Google Sheet, capturing the lead's information and the status change for sales performance analysis.
Close CRM + Zapier + Slack: When a new lead is created in Close CRM, Zapier sends the lead's information to a dedicated Slack channel, keeping the team informed of new potential deals.
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 Zapier
Use Zapier within Latenode for extended app connectivity. Trigger Latenode workflows from 6000+ apps. Solve complex automation gaps by combining Zapier’s breadth with Latenode's advanced logic, like custom JS scripts, affordable pricing, and browser automation. Simplify intricate tasks that need more than basic Zapier steps.
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How can I connect my Close CRM account to Zapier using Latenode?
To connect your Close CRM account to Zapier on Latenode, follow these steps:
Can I sync new Close CRM leads to Zapier automatically?
Yes, you can! Latenode allows seamless syncing. Trigger workflows from new Close CRM leads and push data to Zapier, enhancing lead management. Benefit from no-code ease and JavaScript customization.
What types of tasks can I perform by integrating Close CRM with Zapier?
Integrating Close CRM with Zapier allows you to perform various tasks, including:
Can I use JavaScript to transform data between Close CRM and Zapier?
Yes! Latenode allows custom JavaScript code to reshape data, ensuring perfect compatibility between Close CRM and Zapier. Achieve ultimate control over your data flow.
Are there any limitations to the Close CRM and Zapier integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: