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Automatically update Close CRM contacts based on Delighted survey responses using Latenode's visual editor. Map sentiment to lead scores and trigger actions using JavaScript for advanced logic, all at an affordable execution cost.
Connect Delighted and Close CRM in minutes with Latenode.
Create Delighted to Close CRM workflow
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Delighted
Close CRM
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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.
Delighted
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.
Delighted
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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 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:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Delighted
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Iterator
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Webhook response
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.
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.
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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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:
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:
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: