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How to connect Delighted and Close CRM
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or Close CRM will be your first step. To do this, click "Choose an app," find Delighted or Close CRM, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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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 Delighted 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 Delighted 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Delighted, 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 Delighted and Close CRM integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and Close CRM
Delighted + Slack: When a new positive response is received in Delighted, a message is sent to a dedicated Slack channel to celebrate the customer success story.
Close CRM + Delighted + Zendesk: When a lead's status is changed in Close CRM, a survey is sent via Delighted to gather feedback, and if the response is negative, a Zendesk ticket is created for follow-up.
Delighted and Close CRM integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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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FAQ Delighted and Close CRM
How can I connect my Delighted account to Close CRM using Latenode?
To connect your Delighted account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger actions in Close CRM based on Delighted survey responses?
Yes, you can! With Latenode, automate lead nurturing in Close CRM based on Delighted feedback. Close CRM is instantly updated, streamlining follow-ups and improving customer satisfaction.
What types of tasks can I perform by integrating Delighted with Close CRM?
Integrating Delighted with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from positive Delighted survey responses.
- Update lead status in Close CRM based on customer satisfaction scores.
- Send personalized follow-up emails from Close CRM after negative feedback.
- Automatically assign tasks to sales reps based on survey response content.
- Trigger deal stage changes in Close CRM based on customer feedback.
How easily can I customize the data passed from Delighted to Close CRM?
Latenode's flexible data mapping lets you customize data flow between Delighted and Close CRM, ensuring accurate and relevant updates every time.
Are there any limitations to the Delighted and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Close CRM may require advanced configuration.
- Delighted's API rate limits might affect high-volume survey data syncing.
- Real-time data transfer depends on the API availability of both platforms.
