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How to connect GitLab and Close CRM
Create a New Scenario to Connect GitLab 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 GitLab, triggered by another scenario, or executed manually (for testing purposes). In most cases, GitLab or Close CRM will be your first step. To do this, click "Choose an app," find GitLab or Close CRM, and select the appropriate trigger to start the scenario.
Add the GitLab Node
Select the GitLab 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 GitLab 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 GitLab 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 GitLab 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 GitLab, 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 GitLab and Close CRM integration works as expected. Depending on your setup, data should flow between GitLab 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 GitLab and Close CRM
GitLab + Close CRM + Slack: When a new commit is made in GitLab, the system searches for a related lead in Close CRM. If a lead is found, a notification is sent to a designated Slack channel with details about the commit and the associated lead.
Close CRM + GitLab + Jira: When a lead's status is changed in Close CRM, the system creates a new issue in Jira. The Jira issue is then linked to a new branch in GitLab to track code changes related to the closed deal.
GitLab and Close CRM integration alternatives
About GitLab
Use GitLab in Latenode to automate CI/CD pipelines and track code changes. Trigger workflows on commit, issue, or merge requests to update project management tools, send notifications, or provision environments. Simplify development workflows with flexible, low-code automation and scale easily via Latenode.
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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 GitLab and Close CRM
How can I connect my GitLab account to Close CRM using Latenode?
To connect your GitLab account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GitLab and click on "Connect".
- Authenticate your GitLab and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from GitLab issues?
Yes, you can! Latenode automates lead creation in Close CRM when new issues are created in GitLab. This ensures your sales team never misses a promising lead from development activity.
What types of tasks can I perform by integrating GitLab with Close CRM?
Integrating GitLab with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from GitLab issues.
- Update Close CRM opportunities when GitLab merge requests are approved.
- Send notifications to Slack channels upon GitLab code deployments.
- Generate reports on development activity linked to sales opportunities.
- Automatically close leads in Close CRM when corresponding GitLab issues are resolved.
WhatGitLabeventstriggernewworkflows inLatenode?
Latenode supports triggers from various GitLab events, like issue creation, merge request updates, and pipeline status changes, enabling real-time workflow automation.
Are there any limitations to the GitLab and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of GitLab and Close CRM APIs may affect high-volume workflows.
- Real-time synchronization depends on the webhook reliability of both platforms.
