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How to connect Formstack and Close CRM
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Close CRM will be your first step. To do this, click "Choose an app," find Formstack or Close CRM, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
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Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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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Close CRM
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formstack, 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 Formstack and Close CRM integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Close CRM
Formstack + Close CRM + Slack: When a new form submission is received in Formstack, a new lead is created in Close CRM. The sales team is then notified via a public Slack channel.
Formstack + Close CRM + Google Sheets: When a new form is submitted in Formstack and a lead is created in Close CRM, the contact information is automatically added as a new row in a Google Sheet.
Formstack and Close CRM integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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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See how Latenode works
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FAQ Formstack and Close CRM
How can I connect my Formstack account to Close CRM using Latenode?
To connect your Formstack account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack 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 Formstack submissions?
Yes, with Latenode, instantly create leads in Close CRM from new Formstack entries. Latenode allows custom field mapping and data transformation, ensuring accurate and streamlined lead generation.
What types of tasks can I perform by integrating Formstack with Close CRM?
Integrating Formstack with Close CRM allows you to perform various tasks, including:
- Creating new Close CRM leads from Formstack submissions automatically.
- Updating existing Close CRM contacts with new Formstack data.
- Sending personalized follow-up emails based on Formstack responses.
- Generating reports combining data from both Formstack and Close CRM.
- Triggering custom workflows in Close CRM based on specific Formstack entries.
Can I use conditional logic with Formstack and Close CRM on Latenode?
Yes, Latenode enables advanced conditional logic, creating dynamic workflows based on Formstack data to optimize lead handling within Close CRM.
Are there any limitations to the Formstack 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 coding in Latenode.
- The number of tasks depends on your Latenode subscription plan.
- Real-time updates rely on Formstack and Close CRM API availability.
