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Keep Database and Close CRM synchronized using Latenode’s visual editor to effortlessly update contact info, track lead progress, and trigger custom actions. Scale these automations affordably while maintaining data integrity across systems.
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Database
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Create a New Scenario to Connect Database 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 Database, triggered by another scenario, or executed manually (for testing purposes). In most cases, Database or Close CRM will be your first step. To do this, click "Choose an app," find Database or Close CRM, and select the appropriate trigger to start the scenario.
Add the Database Node
Select the Database node from the app selection panel on the right.
Database
Configure the Database
Click on the Database node to configure it. You can modify the Database 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 Database node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Database
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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 Database 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 Database 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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Database
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Database, 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 Database and Close CRM integration works as expected. Depending on your setup, data should flow between Database and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Database + Slack: When a new lead is created in Close CRM, the database is checked for existing customer data. If the lead is not an existing customer, a notification is sent to the sales team on Slack.
Close CRM + Database + Google Sheets: When a new deal is created in Close CRM, the deal information is logged into a database. The database entry is then used to update a Google Sheet for reporting purposes.
About Database
Use Database in Latenode to centralize data and build dynamic workflows. Pull data, update records, and trigger actions based on database changes. Automate inventory updates, CRM sync, or lead qualification, and orchestrate complex processes with custom logic, no-code tools, and efficient pay-per-use pricing.
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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 Database account to Close CRM using Latenode?
To connect your Database account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM leads from Database entries?
Yes, you can. Latenode allows real-time data synchronization, ensuring Close CRM is always updated with the latest Database information, improving sales efficiency and data accuracy.
What types of tasks can I perform by integrating Database with Close CRM?
Integrating Database with Close CRM allows you to perform various tasks, including:
HowcanIensuredataisaccuratelytransferredfromDatabaseintoCloseCRMusingLatenode?
Latenode's data mapping features ensure accurate data transfer. You can use JavaScript blocks for complex transformations and validation before data reaches Close CRM.
Are there any limitations to the Database and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: