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Automatically create or update Close CRM leads from Facebook Lead Ads, enriching customer data and triggering custom sales sequences. Latenode's visual editor and affordable execution pricing make lead management effortless and scalable.
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Create Facebook to Close CRM workflow
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Create a New Scenario to Connect Facebook 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, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook or Close CRM will be your first step. To do this, click "Choose an app," find Facebook or Close CRM, and select the appropriate trigger to start the scenario.
Add the Facebook Node
Select the Facebook node from the app selection panel on the right.
Configure the Facebook
Click on the Facebook node to configure it. You can modify the Facebook 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 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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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 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 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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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Facebook, 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 and Close CRM integration works as expected. Depending on your setup, data should flow between Facebook and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook + Close CRM + Slack: When a new lead is created in Close CRM, which originates from a Facebook ad campaign, a notification is sent to a designated Slack channel to inform the sales team of the new potential customer.
Close CRM + Facebook + Mailchimp: When a new lead is added to Close CRM, and the lead source is marked as originating from Facebook ads, the lead's email address is automatically added to a specified Mailchimp audience as a subscriber.
About Facebook
Automate Facebook posting/engagement within Latenode workflows. Use it to monitor brand mentions, post content, or gather lead data automatically. Connect Facebook to other apps, like CRMs or data warehouses, to streamline social media management. Latenode's visual editor lets you design flexible scenarios without code, and its scaling architecture handles high volumes.
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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 account to Close CRM using Latenode?
To connect your Facebook account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Facebook ad leads?
Yes, you can! Latenode allows instant lead creation using Facebook Lead Ads. Centralize leads in Close CRM, improve response time, and boost your sales pipeline automatically.
What types of tasks can I perform by integrating Facebook with Close CRM?
Integrating Facebook with Close CRM allows you to perform various tasks, including:
What level of customization does the Facebook integration offer?
Latenode enables full customization using JavaScript, AI, and no-code blocks, exceeding standard integration limits. Tailor data flows and logic precisely.
Are there any limitations to the Facebook and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: