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Sync leads between Close CRM and Zendesk Sell to keep sales teams aligned. Latenode’s visual editor makes custom data mapping simple, while affordable execution-based pricing helps you scale without cost concerns.
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Create Close CRM to Zendesk Sell workflow
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Create a New Scenario to Connect Close CRM and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Close CRM or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Close CRM node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Close CRM
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Zendesk Sell
Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Close CRM and Zendesk Sell 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 Zendesk Sell 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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Zendesk Sell
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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Close CRM and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Slack: When a lead's status changes to 'Won' in Close CRM, a message is sent to a specified Slack channel to notify the sales team.
Zendesk Sell + Google Sheets: When a new lead is created in Zendesk Sell, the lead's information is added as a new row in a Google Sheet for tracking and analysis.
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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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How can I connect my Close CRM account to Zendesk Sell using Latenode?
To connect your Close CRM account to Zendesk Sell on Latenode, follow these steps:
Can I sync new Close CRM leads into Zendesk Sell?
Yes, you can! Latenode lets you automate lead synchronization, ensuring seamless data flow & improved sales efforts. Plus, use advanced logic to filter leads based on your specific criteria.
What types of tasks can I perform by integrating Close CRM with Zendesk Sell?
Integrating Close CRM with Zendesk Sell allows you to perform various tasks, including:
How secure is Close CRM data handled within Latenode workflows?
Latenode uses advanced encryption and secure data handling protocols to protect your Close CRM data during workflow execution and storage.
Are there any limitations to the Close CRM and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: