Confluence and Close CRM Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically update Confluence pages with Close CRM deal data and sales reports. Latenode’s visual editor and affordable execution pricing make keeping your teams aligned easier than ever. Build it your way with no-code or JavaScript.

Swap Apps

Confluence

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Confluence and Close CRM

Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Close CRM will be your first step. To do this, click "Choose an app," find Confluence or Close CRM, and select the appropriate trigger to start the scenario.

Add the Confluence Node

Select the Confluence node from the app selection panel on the right.

+
1

Confluence

Configure the Confluence

Click on the Confluence node to configure it. You can modify the Confluence URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Confluence

Node type

#1 Confluence

/

Name

Untitled

Connection *

Select

Map

Connect Confluence

Sign In
⏵

Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Confluence node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

1

Confluence

âš™

+
2

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.

1

Confluence

âš™

+
2

Close CRM

Node type

#2 Close CRM

/

Name

Untitled

Connection *

Select

Map

Connect Close CRM

Sign In
⏵

Run node once

Configure the Confluence 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.

1

Confluence

âš™

+
2

Close CRM

Node type

#2 Close CRM

/

Name

Untitled

Connection *

Select

Map

Connect Close CRM

Close CRM Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏵

Run node once

Set Up the Confluence 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.
5

JavaScript

âš™

6

AI Anthropic Claude 3

âš™

+
7

Close CRM

1

Trigger on Webhook

âš™

2

Confluence

âš™

âš™

3

Iterator

âš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Confluence, 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 Confluence and Close CRM integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Close CRM

Confluence + Close CRM + Slack: When a new page is created in Confluence, this triggers a notification to be created as a lead activity in Close CRM, and also sends a message to a dedicated Slack channel to inform the sales team about the new documentation.

Close CRM + Google Docs + Confluence: When a deal is closed in Close CRM, a success story document is automatically created in Google Docs using a predefined template. This document is then saved as a new page in Confluence for internal knowledge sharing.

Confluence and Close CRM integration alternatives

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

Similar apps

Related categories

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.

Related categories

See how Latenode works

FAQ Confluence and Close CRM

How can I connect my Confluence account to Close CRM using Latenode?

To connect your Confluence account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Confluence and click on "Connect".
  • Authenticate your Confluence and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Close CRM leads from new Confluence pages?

Yes, you can! Latenode lets you create custom workflows, including advanced logic and AI, to automate lead creation and streamline sales efforts. Reduce manual data entry and focus on closing deals.

What types of tasks can I perform by integrating Confluence with Close CRM?

Integrating Confluence with Close CRM allows you to perform various tasks, including:

  • Create new Close CRM leads from Confluence page submissions.
  • Update Close CRM opportunities when a Confluence page is modified.
  • Post Confluence page updates as notes to Close CRM opportunities.
  • Search Confluence for related documents when viewing a Close CRM lead.
  • Generate project documentation in Confluence when a deal closes in Close CRM.

How do I use JavaScript with Confluence and Close CRM in Latenode?

Use Latenode's JavaScript node to transform data between Confluence and Close CRM. Implement custom logic beyond simple field mappings and build advanced integrations.

Are there any limitations to the Confluence and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Confluence page layouts might require custom parsing logic.
  • Rate limits on the Confluence or Close CRM APIs can affect performance.
  • Historical data migration requires a separate bulk import workflow.

Try now