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How to connect Cloze and Close CRM
Create a New Scenario to Connect Cloze and Close CRM
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Close CRM will be your first step. To do this, click "Choose an app," find Cloze or Close CRM, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Cloze node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Cloze and Close CRM 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 Cloze and Close CRM 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 Cloze, Close CRM, 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 Cloze and Close CRM integration works as expected. Depending on your setup, data should flow between Cloze and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Close CRM
Cloze + Close CRM + Google Sheets: When a person is created or updated in Cloze, update the lead in Close CRM and add a row to a Google Sheet to track the interaction.
Close CRM + Cloze + Slack: When a new lead is created in Close CRM and then a communication record is added for that person in Cloze, send a Slack message to the sales rep.
Cloze and Close CRM integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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See how Latenode works
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FAQ Cloze and Close CRM
How can I connect my Cloze account to Close CRM using Latenode?
To connect your Cloze account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Close CRM?
Yes, you can! With Latenode, easily sync new Cloze contacts to Close CRM. Our advanced logic ensures accurate data transfer, improving lead management and sales efficiency across both platforms.
What types of tasks can I perform by integrating Cloze with Close CRM?
Integrating Cloze with Close CRM allows you to perform various tasks, including:
- Automatically creating new Close CRM leads from new Cloze contacts.
- Updating Close CRM opportunities when deals are updated in Cloze.
- Syncing contact information changes between Cloze and Close CRM.
- Creating follow-up tasks in Close CRM based on Cloze activity.
- Generating reports combining data from both Cloze and Close CRM.
How can I handle duplicate contacts between Cloze and Close CRM?
Latenode's data mapping and conditional logic let you set rules for merging or preventing duplicates, ensuring data integrity and a cleaner CRM.
Are there any limitations to the Cloze and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Cloze and Close CRM.
- Historical data migration might need to be performed in batches.
