Docparser and Close CRM Integration

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Automatically update Close CRM with parsed data from Docparser using Latenode’s visual editor and JavaScript functions. Scale document processing affordably, ensuring lead details are always current, and sales teams act on the latest information.

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Docparser

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docparser and Close CRM

Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Close CRM will be your first step. To do this, click "Choose an app," find Docparser or Close CRM, and select the appropriate trigger to start the scenario.

Add the Docparser Node

Select the Docparser node from the app selection panel on the right.

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Configure the Docparser

Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Docparser 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.

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Configure the Docparser 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.

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Run node once

Set Up the Docparser 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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Save and Activate the Scenario

After configuring Docparser, 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 Docparser and Close CRM integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Close CRM

Docparser + Close CRM + Google Sheets: When a new document is parsed in Docparser, the extracted data is used to update a lead in Close CRM. The financial information is then logged in a Google Sheets spreadsheet.

Close CRM + Docparser + Slack: When a lead's status changes in Close CRM, the associated contract document is fetched from a URL using Docparser. The parsed data is then used to send a notification in Slack.

Docparser and Close CRM integration alternatives

About Docparser

Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.

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 Docparser and Close CRM

How can I connect my Docparser account to Close CRM using Latenode?

To connect your Docparser account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docparser and click on "Connect".
  • Authenticate your Docparser and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Close CRM leads from parsed invoices?

Yes, you can! Latenode lets you automate lead creation from Docparser data. This ensures faster response times and eliminates manual data entry, saving valuable time.

What types of tasks can I perform by integrating Docparser with Close CRM?

Integrating Docparser with Close CRM allows you to perform various tasks, including:

  • Automatically creating new Close CRM opportunities from parsed contracts.
  • Updating contact information in Close CRM based on data extracted from forms.
  • Triggering email sequences in Close CRM using Docparser's document analysis.
  • Populating custom fields in Close CRM with specific data points from parsed reports.
  • Creating Close CRM tasks to follow up on leads from parsed applications.

HowdoesLatenodehandlelargevolumesofdocumentsprocessedbyDocparser?

Latenode scales to handle large document volumes, ensuring efficient data transfer to Close CRM, even with thousands of parsed documents.

Are there any limitations to the Docparser and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document layouts in Docparser might require advanced configuration.
  • Custom fields in Close CRM need to be pre-defined before data mapping.
  • Real-time updates depend on the API rate limits of Docparser and Close CRM.

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