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Automatically enrich new Close CRM leads with detailed data from Data Enrichment tools, ensuring sales teams have complete profiles. Latenode’s visual editor and affordable pricing make comprehensive lead qualification and targeted outreach easier to scale without code, saving time and resources.
Connect Data Enrichment and Close CRM in minutes with Latenode.
Create Data Enrichment to Close CRM workflow
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Data Enrichment
Close CRM
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Create a New Scenario to Connect Data Enrichment 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 Data Enrichment, triggered by another scenario, or executed manually (for testing purposes). In most cases, Data Enrichment or Close CRM will be your first step. To do this, click "Choose an app," find Data Enrichment or Close CRM, and select the appropriate trigger to start the scenario.
Add the Data Enrichment Node
Select the Data Enrichment node from the app selection panel on the right.
Data Enrichment
Configure the Data Enrichment
Click on the Data Enrichment node to configure it. You can modify the Data Enrichment 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 Data Enrichment node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Data Enrichment
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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 Data Enrichment 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 Data Enrichment 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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Data Enrichment
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Data Enrichment, 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 Data Enrichment and Close CRM integration works as expected. Depending on your setup, data should flow between Data Enrichment and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Apollo + Close CRM: When a new lead is created in Close CRM, search for contact information in Apollo. Update the Close CRM lead with the enriched data from Apollo.
Close CRM + Data Enrichment + Slack: When a lead's status changes in Close CRM, enrich the lead with company information using Data Enrichment and notify the sales team in Slack.
About Data Enrichment
Enrich lead data, verify addresses, or flag fraud risks within Latenode workflows. Connect Data Enrichment APIs to auto-update records across apps. Streamline data cleaning and validation with no-code blocks or custom JS. Automate tasks that need enhanced data for better decisions, at scale.
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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 Data Enrichment account to Close CRM using Latenode?
To connect your Data Enrichment account to Close CRM on Latenode, follow these steps:
Can I automatically enrich new Close CRM lead data?
Yes, automatically enrich new leads using Latenode! Enrich data seamlessly to prioritize high-potential leads in Close CRM and personalize outreach, saving time and resources.
What types of tasks can I perform by integrating Data Enrichment with Close CRM?
Integrating Data Enrichment with Close CRM allows you to perform various tasks, including:
How does Latenode handle large Data Enrichment datasets?
Latenode efficiently processes large datasets using scalable infrastructure, ensuring reliable data enrichment workflows even with substantial volumes.
Are there any limitations to the Data Enrichment and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: