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How to connect Close CRM and Zoom
Create a New Scenario to Connect Close CRM and Zoom
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 Zoom will be your first step. To do this, click "Choose an app," find Close CRM or Zoom, 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.
Add the Zoom Node
Next, click the plus (+) icon on the Close CRM node, select Zoom from the list of available apps, and choose the action you need from the list of nodes within Zoom.
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Authenticate Zoom
Now, click the Zoom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoom settings. Authentication allows you to use Zoom through Latenode.
Configure the Close CRM and Zoom 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 Zoom 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Zoom, 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 Zoom integration works as expected. Depending on your setup, data should flow between Close CRM and Zoom (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 Zoom
Close CRM + Slack + Zoom: When a deal's status changes to 'Closed Won' in Close CRM, a congratulatory message is sent to a specified Slack channel, and a celebration meeting is scheduled in Zoom.
Zoom + Close CRM + Google Calendar: When a Zoom meeting ends, the automation checks if all registrants attended the meeting. The automation creates a new event in Google Calendar to follow up with each no-show, creating a task in Close CRM for each followup event.
Close CRM and Zoom 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 Zoom
Automate Zoom meeting tasks in Latenode. Trigger actions based on meeting events (start, end, participant join), send notifications, or log data. Combine Zoom with other apps; for example, automatically create follow-up tasks or update databases based on call outcomes. The visual editor and flexible logic blocks simplify complex workflows, without code.
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See how Latenode works
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FAQ Close CRM and Zoom
How can I connect my Close CRM account to Zoom using Latenode?
To connect your Close CRM account to Zoom 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 Zoom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically schedule Zoom meetings from new Close CRM leads?
Yes, you can! Latenode enables automated scheduling, instantly creating Zoom meetings for new Close CRM leads, ensuring timely follow-ups and boosting sales engagement.
What types of tasks can I perform by integrating Close CRM with Zoom?
Integrating Close CRM with Zoom allows you to perform various tasks, including:
- Automatically creating Zoom meetings for new Close CRM opportunities.
- Sending Zoom meeting recordings to Close CRM after the meeting ends.
- Updating Close CRM contacts with Zoom meeting attendance data.
- Triggering Close CRM tasks based on Zoom webinar registrations.
- Sending personalized post-meeting follow-up emails via Close CRM.
What Close CRM data can Latenode access when connected?
Latenode can access contact details, opportunity information, and activity history within Close CRM, enabling tailored automations.
Are there any limitations to the Close CRM and Zoom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows might require JavaScript knowledge.
- API rate limits on Close CRM or Zoom can affect automation speed.
- Custom field mapping requires careful configuration.
