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Automatically add new DonationAlerts donors to Close CRM as leads, ensuring no support opportunity is missed. Latenode’s visual editor and affordable pricing let you fully customize alerts with JavaScript and scale automations affordably as your community grows.
Connect DonationAlerts and Close CRM in minutes with Latenode.
Create DonationAlerts to Close CRM workflow
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DonationAlerts
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Create a New Scenario to Connect DonationAlerts 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 DonationAlerts, triggered by another scenario, or executed manually (for testing purposes). In most cases, DonationAlerts or Close CRM will be your first step. To do this, click "Choose an app," find DonationAlerts or Close CRM, and select the appropriate trigger to start the scenario.
Add the DonationAlerts Node
Select the DonationAlerts node from the app selection panel on the right.
DonationAlerts
Configure the DonationAlerts
Click on the DonationAlerts node to configure it. You can modify the DonationAlerts 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 DonationAlerts node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
DonationAlerts
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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 DonationAlerts 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 DonationAlerts 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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DonationAlerts
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring DonationAlerts, 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 DonationAlerts and Close CRM integration works as expected. Depending on your setup, data should flow between DonationAlerts and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
DonationAlerts + Close CRM + Slack: When a new donation alert is received in DonationAlerts, a lead is created in Close CRM. Subsequently, a notification is sent to a designated Slack channel to inform the sales team.
Close CRM + DonationAlerts + Mailchimp: When a lead's status changes in Close CRM, check DonationAlerts for their donation status. If they've donated, add the lead to a thank-you email sequence in Mailchimp.
About DonationAlerts
Use DonationAlerts in Latenode to automate alerts and data flows based on donation events. Trigger custom actions like thank-you messages in Discord, update spreadsheets, or manage CRM entries. Scale donation-driven workflows with flexible no-code logic, JavaScript functions, and direct API access, paying only for execution time.
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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 DonationAlerts account to Close CRM using Latenode?
To connect your DonationAlerts account to Close CRM on Latenode, follow these steps:
Can I automatically create leads from new donations?
Yes, you can! Latenode lets you instantly create Close CRM leads from DonationAlerts notifications. Capture valuable donor data immediately, improving your sales outreach effectiveness.
What types of tasks can I perform by integrating DonationAlerts with Close CRM?
Integrating DonationAlerts with Close CRM allows you to perform various tasks, including:
What DonationAlerts data can I access within Latenode workflows?
You can access donor names, donation amounts, messages, and currency to trigger personalized follow-ups in Close CRM using Latenode's flexible data mapping.
Are there any limitations to the DonationAlerts and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: