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How to connect Feedly and Close CRM
Create a New Scenario to Connect Feedly 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 Feedly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Feedly or Close CRM will be your first step. To do this, click "Choose an app," find Feedly or Close CRM, and select the appropriate trigger to start the scenario.
Add the Feedly Node
Select the Feedly 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 Feedly 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 Feedly 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 Feedly 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 Feedly, 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 Feedly and Close CRM integration works as expected. Depending on your setup, data should flow between Feedly 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 Feedly and Close CRM
Feedly + Close CRM + Slack: When a new article matching a lead's industry is posted in Feedly, the automation searches for the lead in Close CRM. If the lead exists, it updates the lead with the article information. Finally, a message is sent to a Slack channel notifying the sales team about the updated lead and relevant article.
Close CRM + Feedly + Google Sheets: When a new lead is created in Close CRM, the automation finds related articles in Feedly based on keywords from the lead's company or industry. It then logs the lead's data and a summary of the relevant Feedly articles into a Google Sheet for weekly analysis.
Feedly and Close CRM integration alternatives
About Feedly
Aggregate and filter Feedly articles within Latenode to automate content-driven workflows. Track brand mentions, industry trends, or competitor activity, then instantly trigger actions like posting to social media, updating databases, or notifying teams—all based on custom rules and logic.
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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 Feedly and Close CRM
How can I connect my Feedly account to Close CRM using Latenode?
To connect your Feedly account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Feedly and click on "Connect".
- Authenticate your Feedly 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 Feedly articles?
Yes, you can! Latenode’s advanced data mapping ensures accurate lead creation, enriching Close CRM with targeted info derived from Feedly articles. Drive sales with timely content.
What types of tasks can I perform by integrating Feedly with Close CRM?
Integrating Feedly with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from Feedly articles mentioning specific keywords.
- Update lead statuses in Close CRM based on Feedly article engagement.
- Send Close CRM tasks to sales teams based on trending Feedly content.
- Enrich Close CRM contacts with data extracted from Feedly article authors.
- Trigger email campaigns in Close CRM based on Feedly content consumption.
How does Latenode handle Feedly's article content extraction?
Latenode utilizes advanced parsing to accurately extract key data from Feedly articles, enriching your Close CRM data and triggering automations.
Are there any limitations to the Feedly and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Feedly and Close CRM APIs may affect workflow execution.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration from Feedly to Close CRM might require custom setup.
