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Automatically create or update Close CRM leads from Facebook Conversions using Latenode's visual editor. Scale affordably and customize your workflow logic with JavaScript for advanced data handling and precise lead scoring.
Connect Facebook Conversions and Close CRM in minutes with Latenode.
Create Facebook Conversions to Close CRM workflow
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Facebook Conversions
Close CRM
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Create a New Scenario to Connect Facebook Conversions 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 Facebook Conversions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook Conversions or Close CRM will be your first step. To do this, click "Choose an app," find Facebook Conversions or Close CRM, and select the appropriate trigger to start the scenario.
Add the Facebook Conversions Node
Select the Facebook Conversions node from the app selection panel on the right.
Facebook Conversions
Configure the Facebook Conversions
Click on the Facebook Conversions node to configure it. You can modify the Facebook Conversions 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 Facebook Conversions node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Facebook Conversions
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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 Facebook Conversions 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 Facebook Conversions 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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Facebook Conversions
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Facebook Conversions, 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 Facebook Conversions and Close CRM integration works as expected. Depending on your setup, data should flow between Facebook Conversions and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook Conversions + Close CRM + Google Sheets: When a new event is received by Facebook Conversions, the automation searches for a matching lead in Close CRM and updates it. The event data and lead update status are then logged in a Google Sheet.
Close CRM + Facebook Conversions + Slack: When a lead's status changes in Close CRM, this automation sends a conversion event to Facebook Conversions and then sends a congratulatory message to a designated Slack channel.
About Facebook Conversions
Use Facebook Conversions in Latenode to automate ad campaign optimization. Track results, update audiences, and manage bids based on real-time data – all within automated workflows. React to events and trigger actions across any integrated app for higher ROI. Scale personalized marketing without complex code.
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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 Facebook Conversions account to Close CRM using Latenode?
To connect your Facebook Conversions account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Facebook Conversions?
Yes, you can! Latenode allows creating leads in Close CRM based on Facebook Conversions data, saving time and ensuring no potential lead is missed. Leverage visual logic and AI to enrich lead data.
What types of tasks can I perform by integrating Facebook Conversions with Close CRM?
Integrating Facebook Conversions with Close CRM allows you to perform various tasks, including:
How can I map custom fields from Facebook Conversions to Close CRM?
Latenode's data mapping feature lets you easily map custom fields between Facebook Conversions and Close CRM, ensuring all relevant data is transferred accurately.
Are there any limitations to the Facebook Conversions and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: