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How to connect Fauna and Close CRM
Create a New Scenario to Connect Fauna 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 Fauna, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fauna or Close CRM will be your first step. To do this, click "Choose an app," find Fauna or Close CRM, and select the appropriate trigger to start the scenario.
Add the Fauna Node
Select the Fauna 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 Fauna 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 Fauna 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 Fauna 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Fauna, 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 Fauna and Close CRM integration works as expected. Depending on your setup, data should flow between Fauna 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 Fauna and Close CRM
Close CRM + Fauna + Slack: When a new lead is created in Close CRM, a user document is created in Fauna, and a notification is sent to a Slack channel to alert the sales team.
Close CRM + Fauna + Google Sheets: When a lead's status changes in Close CRM, the corresponding customer data in Fauna is updated, and a new row is added to Google Sheets logging the lead status change.
Fauna and Close CRM integration alternatives
About Fauna
Use Fauna in Latenode to build scalable, globally distributed data workflows. Automate user authentication or financial data handling with Fauna's ACID compliance. Integrate it into visual flows for real-time updates and simplified data consistency across all your connected apps.
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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 Fauna and Close CRM
How can I connect my Fauna account to Close CRM using Latenode?
To connect your Fauna account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fauna and click on "Connect".
- Authenticate your Fauna and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Fauna data to Close CRM?
Yes, you can. Latenode enables real-time syncing, triggering updates in Close CRM whenever new data is added to Fauna, keeping your sales team informed without manual data entry.
What types of tasks can I perform by integrating Fauna with Close CRM?
Integrating Fauna with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from new Fauna database entries.
- Update Close CRM contact information based on Fauna document changes.
- Trigger personalized email sequences in Close CRM based on Fauna events.
- Aggregate sales data from Close CRM into Fauna for advanced analytics.
- Automatically log Close CRM activities in Fauna for auditing purposes.
Does Latenode support Fauna query language functions?
Yes, Latenode allows you to use Fauna Query Language (FQL) for complex data manipulations, unlocking powerful automation scenarios.
Are there any limitations to the Fauna and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FQL queries may require advanced JavaScript knowledge.
- Rate limits of both Fauna and Close CRM apply and can affect workflow execution.
- Initial data synchronization may require manual setup for large datasets.
