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Enrich Close CRM with custom data via Code to personalize outreach. Use Latenode's visual editor to integrate JavaScript logic and tailor your CRM without complex coding. Scale affordably, paying only for execution time.
Connect Code and Close CRM in minutes with Latenode.
Create Code to Close CRM workflow
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Code
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Create a New Scenario to Connect Code 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 Code, triggered by another scenario, or executed manually (for testing purposes). In most cases, Code or Close CRM will be your first step. To do this, click "Choose an app," find Code or Close CRM, and select the appropriate trigger to start the scenario.
Add the Code Node
Select the Code node from the app selection panel on the right.
Code
Add the Close CRM Node
Next, click the plus (+) icon on the Code node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Code
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Close CRM
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 Code 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 Code and Close CRM 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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Close CRM
Trigger on Webhook
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Code
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Code, 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 Code and Close CRM integration works as expected. Depending on your setup, data should flow between Code and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Code + Close CRM + Slack: When a code deployment occurs (simulated via Code execution), check if it impacts Close CRM integrations using a Code action. If it does, notify a designated sales channel in Slack with a message detailing the changes.
Close CRM + Code + Google Sheets: When a Close CRM deal stage changes, log the deal ID, new stage, and the date of any code deployment (simulated via Code execution to get the date) into a Google Sheet for tracking and analysis of code impacts on sales.
About Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
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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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How can I connect my Code account to Close CRM using Latenode?
To connect your Code account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM leads after code execution?
Yes, using Latenode, automatically update Close CRM leads after Code executions. This ensures your CRM data stays current, powered by Latenode's real-time data processing and seamless integration.
What types of tasks can I perform by integrating Code with Close CRM?
Integrating Code with Close CRM allows you to perform various tasks, including:
What code environments are available when using Code in Latenode?
Latenode provides Node.js, Python, and Bash environments, offering flexibility for developers to implement any custom code logic in their workflows.
Are there any limitations to the Code and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: