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Automatically create or update Close CRM leads from new Contacts+ contacts using Latenode's visual editor and low-code building blocks. Enrich lead data with custom JavaScript steps and benefit from affordable execution-based pricing.
Connect Contacts+ and Close CRM in minutes with Latenode.
Create Contacts+ to Close CRM workflow
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Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Close CRM will be your first step. To do this, click "Choose an app," find Contacts+ or Close CRM, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
Contacts+
Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Contacts+ node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Contacts+
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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 Contacts+ 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 Contacts+ 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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Contacts+
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Close CRM integration works as expected. Depending on your setup, data should flow between Contacts+ and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Contacts+ + Close CRM + Slack: When a new contact is created in Contacts+, a corresponding lead is created in Close CRM. A welcome message is then sent to a Slack channel.
Close CRM + Google Sheets + Contacts+: When a lead's status is changed in Close CRM, the updated lead information is logged in Google Sheets, and the corresponding contact is updated in Contacts+.
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ account to Close CRM using Latenode?
To connect your Contacts+ account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Contacts+ contacts?
Yes, Latenode enables automatic lead creation. Triggered by new Contacts+ entries, it ensures Close CRM is always updated, saving time and preventing missed opportunities via powerful automation.
What types of tasks can I perform by integrating Contacts+ with Close CRM?
Integrating Contacts+ with Close CRM allows you to perform various tasks, including:
Can I use JavaScript with Contacts+ and Close CRM on Latenode?
Yes, Latenode supports JavaScript, allowing you to customize the Contacts+ and Close CRM integration beyond standard options for complex data transformations.
Are there any limitations to the Contacts+ and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: