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Automatically create or update Close CRM leads from new Getform submissions using Latenode's visual editor. Build flexible workflows with JavaScript, and scale affordably while paying only for execution time.
Connect Getform and Close CRM in minutes with Latenode.
Create Getform to Close CRM workflow
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Getform
Close CRM
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Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Close CRM will be your first step. To do this, click "Choose an app," find Getform or Close CRM, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
Getform
Add the Close CRM Node
Next, click the plus (+) icon on the Getform node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Getform
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Close CRM
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 Getform 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 Getform and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Getform
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Getform, 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 Getform and Close CRM integration works as expected. Depending on your setup, data should flow between Getform and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Getform + Close CRM + Slack: When a new form is submitted in Getform, a new lead is created in Close CRM. Then, a notification is sent to a Slack channel to alert the sales team about the new lead.
Getform + Close CRM + Google Sheets: Upon a new submission in Getform, the corresponding contact details in Close CRM are updated, and these changes are simultaneously recorded in a Google Sheet.
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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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How can I connect my Getform account to Close CRM using Latenode?
To connect your Getform account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Getform submissions?
Yes, you can! Latenode lets you instantly create leads in Close CRM when a new form is submitted via Getform. This eliminates manual data entry and ensures no lead is missed.
What types of tasks can I perform by integrating Getform with Close CRM?
Integrating Getform with Close CRM allows you to perform various tasks, including:
What Getform data can I use to enrich my Close CRM records?
You can use virtually any Getform data to enrich Close CRM, including names, emails, phone numbers, survey responses, and file uploads.
Are there any limitations to the Getform and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: