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How to connect Drip and Close CRM
Create a New Scenario to Connect Drip 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 Drip, triggered by another scenario, or executed manually (for testing purposes). In most cases, Drip or Close CRM will be your first step. To do this, click "Choose an app," find Drip or Close CRM, and select the appropriate trigger to start the scenario.
Add the Drip Node
Select the Drip node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Drip 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 Drip 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 Drip 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 Drip, 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 Drip and Close CRM integration works as expected. Depending on your setup, data should flow between Drip 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 Drip and Close CRM
Drip + Calendly + Close CRM: When a new subscriber is added to Drip, check if they've scheduled a meeting via Calendly. If not, schedule a follow-up call. Update the lead in Close CRM with the outcome of the scheduled meeting.
Close CRM + Drip + Slack: When a lead's status changes in Close CRM, trigger a personalized email sequence in Drip. Then, send a notification to a Slack channel to alert the sales team.
Drip and Close CRM integration alternatives
About Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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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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See how Latenode works
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FAQ Drip and Close CRM
How can I connect my Drip account to Close CRM using Latenode?
To connect your Drip account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Drip and click on "Connect".
- Authenticate your Drip and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads from Drip campaigns?
Yes, you can! Latenode's visual editor makes it simple. Automatically update lead statuses in Close CRM based on Drip campaign activity, ensuring your sales team has the latest information.
What types of tasks can I perform by integrating Drip with Close CRM?
Integrating Drip with Close CRM allows you to perform various tasks, including:
- Create or update Close CRM leads when someone subscribes to a Drip campaign.
- Add new Close CRM leads to a specific Drip campaign based on their status.
- Trigger a Close CRM task when a Drip email is opened or a link is clicked.
- Sync lead data between Drip and Close CRM to maintain consistent records.
- Send personalized Drip emails based on Close CRM lead custom fields.
Can I use custom fields from Drip in my Close CRM automation?
Yes, Latenode lets you map Drip custom fields to Close CRM, personalizing every interaction with relevant lead data automatically.
Are there any limitations to the Drip and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API limits of both Drip and Close CRM.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration beyond basic fields may need custom solutions.
