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How to connect Fibery and Close CRM
Create a New Scenario to Connect Fibery 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 Fibery, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fibery or Close CRM will be your first step. To do this, click "Choose an app," find Fibery or Close CRM, and select the appropriate trigger to start the scenario.
Add the Fibery Node
Select the Fibery 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 Fibery 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 Fibery 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 Fibery 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 Fibery, 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 Fibery and Close CRM integration works as expected. Depending on your setup, data should flow between Fibery 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 Fibery and Close CRM
Fibery + Close CRM + Slack: When a new entity is created or updated in Fibery and meets the criteria for a qualified lead, a new lead is created in Close CRM. Then, a notification is sent to a specified Slack channel informing the sales team of the new qualified lead.
Close CRM + Fibery + Google Sheets: When a lead's status is changed in Close CRM (trigger), find the associated project details in Fibery using the lead's information. Log the closed deal information from Close CRM along with the project details from Fibery into a Google Sheet for reporting purposes.
Fibery and Close CRM integration alternatives
About Fibery
Sync Fibery's structured data—tasks, projects, wikis—into Latenode for automated workflows. Trigger actions like sending notifications on status changes or updating other tools. Latenode adds logic and integrations Fibery lacks, building complex flows with no code. Automate cross-functional workflows beyond Fibery's native capabilities.
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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 Fibery and Close CRM
How can I connect my Fibery account to Close CRM using Latenode?
To connect your Fibery account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fibery and click on "Connect".
- Authenticate your Fibery and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Close CRM leads into Fibery automatically?
Yes, you can! Latenode’s visual editor makes it easy to automatically sync Close CRM leads to Fibery, ensuring your teams always have the most up-to-date sales information.
What types of tasks can I perform by integrating Fibery with Close CRM?
Integrating Fibery with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Fibery feature requests.
- Update Fibery user stories when deals close in Close CRM.
- Generate Close CRM tasks from new Fibery bug reports.
- Automatically send Slack notifications on Close CRM deal changes.
- Aggregate sales performance data from Close CRM into Fibery dashboards.
Can I trigger automations in Latenode based on changes in Fibery data?
Yes, Latenode allows you to trigger automations from Fibery, such as updating Close CRM when a Fibery entity changes, enhancing cross-app data flow.
Are there any limitations to the Fibery and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code blocks.
- Real-time updates depend on the polling interval configured.
- Historical data migration may require additional setup.
