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Automatically create or update Close CRM leads from Discord bot interactions and server activity. Latenode’s visual editor and JavaScript nodes let you qualify leads and enrich data faster. Scale affordably; pay only for execution time.
Connect Discord bot and Close CRM in minutes with Latenode.
Create Discord bot to Close CRM workflow
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Discord bot
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Create a New Scenario to Connect Discord bot 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 Discord bot, triggered by another scenario, or executed manually (for testing purposes). In most cases, Discord bot or Close CRM will be your first step. To do this, click "Choose an app," find Discord bot or Close CRM, and select the appropriate trigger to start the scenario.
Add the Discord bot Node
Select the Discord bot node from the app selection panel on the right.
Discord bot
Configure the Discord bot
Click on the Discord bot node to configure it. You can modify the Discord bot 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 Discord bot node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Discord bot
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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 Discord bot 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 Discord bot 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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Discord bot
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Discord bot, 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 Discord bot and Close CRM integration works as expected. Depending on your setup, data should flow between Discord bot and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google Sheets + Discord bot: When a new lead is created in Close CRM, the lead information is added to a Google Sheet. A daily summary of new leads is then posted to a designated Discord channel.
Close CRM + Twilio + Discord bot: When a lead's status changes in Close CRM, an SMS update is sent to the lead via Twilio. The sales team is also notified about the status change in a designated Discord channel.
About Discord bot
Use Discord bots in Latenode to automate community updates or customer support. Trigger actions based on Discord events, like new messages or reactions, and update your databases, send emails, or manage tasks. Latenode allows complex workflows and custom logic, with no-code tools or JavaScript, beyond Discord's basic features.
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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 Discord bot account to Close CRM using Latenode?
To connect your Discord bot account to Close CRM on Latenode, follow these steps:
Can I automatically add new Close CRM leads to Discord?
Yes, with Latenode! Automatically add new Close CRM leads to a Discord channel for immediate team awareness, streamlining follow-up and boosting sales efficiency. Leverage no-code blocks or JavaScript for custom filters.
What types of tasks can I perform by integrating Discord bot with Close CRM?
Integrating Discord bot with Close CRM allows you to perform various tasks, including:
Can I use JavaScript code with the Discord bot integration?
Yes! Latenode allows you to use JavaScript to create custom logic and data transformations for advanced Discord bot workflows.
Are there any limitations to the Discord bot and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: