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How to connect Etsy and Close CRM
Create a New Scenario to Connect Etsy 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 Etsy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Etsy or Close CRM will be your first step. To do this, click "Choose an app," find Etsy or Close CRM, and select the appropriate trigger to start the scenario.
Add the Etsy Node
Select the Etsy 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 Etsy 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 Etsy 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 Etsy 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 Etsy, 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 Etsy and Close CRM integration works as expected. Depending on your setup, data should flow between Etsy 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 Etsy and Close CRM
Etsy + Google Sheets + Close CRM: When a new transaction occurs in Etsy, the details are added to a Google Sheet. Based on the transaction, a new lead is created or updated in Close CRM.
Etsy + Close CRM + Slack: When a new transaction occurs in Etsy, Close CRM is updated. If the lead value exceeds a certain threshold, a notification is sent to a Slack channel.
Etsy and Close CRM integration alternatives
About Etsy
Automate Etsy tasks within Latenode. Sync product listings, track orders, and manage customer data using visual workflows. Connect Etsy to your CRM, accounting software, or marketing platforms to streamline operations. Use Latenode's no-code tools and JavaScript blocks for custom logic and scalable, cost-effective automation.
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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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FAQ Etsy and Close CRM
How can I connect my Etsy account to Close CRM using Latenode?
To connect your Etsy account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Etsy and click on "Connect".
- Authenticate your Etsy 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 new Etsy orders?
Yes, you can! Latenode automates lead creation, saving time. Use our visual editor to map order details to Close CRM lead fields, enriching sales data instantly.
What types of tasks can I perform by integrating Etsy with Close CRM?
Integrating Etsy with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from new Etsy orders automatically.
- Update lead statuses in Close CRM based on Etsy order fulfillment.
- Send personalized email campaigns to Etsy customers via Close CRM.
- Track Etsy sales performance within Close CRM dashboards.
- Automatically log Etsy order details as notes in Close CRM.
HowdoesLatenodeenhanceEtsydatawithCloseCRMforsalesreporting?
Latenode centralizes Etsy order data in Close CRM, improving sales insights. Leverage robust analytics for streamlined reporting and informed decision-making.
Are there any limitations to the Etsy and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Initial setup requires understanding of both Etsy and Close CRM APIs.
- Rate limits of Etsy and Close CRM APIs apply.
