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How to connect Fomo and Close CRM
Create a New Scenario to Connect Fomo 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 Fomo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fomo or Close CRM will be your first step. To do this, click "Choose an app," find Fomo or Close CRM, and select the appropriate trigger to start the scenario.
Add the Fomo Node
Select the Fomo 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 Fomo 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 Fomo 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 Fomo 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 Fomo, 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 Fomo and Close CRM integration works as expected. Depending on your setup, data should flow between Fomo 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 Fomo and Close CRM
Fomo + Close CRM + Slack: When a new lead interaction is detected in Fomo, a new lead is created in Close CRM. Subsequently, a message is sent to a specified Slack channel to notify the sales team about the new lead.
Close CRM + Fomo + Google Sheets: When a lead's status changes in Close CRM, an event is created in Fomo to display the update. Simultaneously, the lead's information and the new status are added as a new row to a Google Sheet for tracking purposes.
Fomo and Close CRM integration alternatives
About Fomo
Use Fomo in Latenode to display real-time social proof notifications based on your workflows. Trigger Fomo updates from new leads, purchases, or form submissions. Automate targeted announcements to boost conversion without manual updates. Integrate directly via API and scale notifications with Latenode’s usage-based pricing.
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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 Fomo and Close CRM
How can I connect my Fomo account to Close CRM using Latenode?
To connect your Fomo account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fomo and click on "Connect".
- Authenticate your Fomo and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Close CRM tasks from new Fomo events?
Yes, you can! Latenode's visual editor makes it easy to trigger actions in Close CRM whenever Fomo registers a new conversion or event. Automate lead creation and follow-ups!
What types of tasks can I perform by integrating Fomo with Close CRM?
Integrating Fomo with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from qualified Fomo conversions.
- Update Close CRM lead statuses based on Fomo engagement data.
- Send personalized follow-up emails triggered by Fomo events.
- Add notes to Close CRM leads with Fomo event details.
- Track Fomo-attributed revenue directly in Close CRM.
Can I use advanced filtering with Fomo events in Latenode?
Yes! Latenode supports advanced data filtering. You can filter Fomo events based on specific criteria, ensuring only relevant data reaches Close CRM.
Are there any limitations to the Fomo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Fomo and Close CRM APIs may affect performance.
- Custom Fomo event properties require manual mapping in Latenode.
- Historical data synchronization is not supported out-of-the-box.
