Google Cloud Storage and Close CRM Integration

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Automatically back up Close CRM documents to Google Cloud Storage, ensuring data security and easy access. Latenode's visual editor simplifies setup, while affordable execution-based pricing lets you scale backups efficiently and reliably.

Swap Apps

Google Cloud Storage

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Cloud Storage and Close CRM

Create a New Scenario to Connect Google Cloud Storage 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 Google Cloud Storage, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Cloud Storage or Close CRM will be your first step. To do this, click "Choose an app," find Google Cloud Storage or Close CRM, and select the appropriate trigger to start the scenario.

Add the Google Cloud Storage Node

Select the Google Cloud Storage node from the app selection panel on the right.

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Google Cloud Storage

Configure the Google Cloud Storage

Click on the Google Cloud Storage node to configure it. You can modify the Google Cloud Storage URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Google Cloud Storage

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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Google Cloud Storage 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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Google Cloud Storage

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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.

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Configure the Google Cloud Storage 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.

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Select an action *

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Run node once

Set Up the Google Cloud Storage 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 Google Cloud Storage, 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 Google Cloud Storage and Close CRM integration works as expected. Depending on your setup, data should flow between Google Cloud Storage 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 Google Cloud Storage and Close CRM

Google Cloud Storage + Google Sheets + Close CRM: When a new file is uploaded to Google Cloud Storage, its details are added to a Google Sheet. The automation then searches for a corresponding lead in Close CRM and updates the lead's information with the file details.

Close CRM + Google Cloud Storage + Slack: When a deal is closed in Close CRM, relevant documents are archived to a specific folder in Google Cloud Storage. A notification is then sent to a designated Slack channel, informing the sales team about the closed deal and the document archival.

Google Cloud Storage and Close CRM integration alternatives

About Google Cloud Storage

Use Google Cloud Storage in Latenode for automated file management. Upload, download, and manage files in your workflows. Automate backups, data archiving, or image processing. Connect GCS to other apps for seamless data transfer and triggering events. Latenode's visual editor simplifies complex file-based automations.

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 Google Cloud Storage and Close CRM

How can I connect my Google Cloud Storage account to Close CRM using Latenode?

To connect your Google Cloud Storage account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Cloud Storage and click on "Connect".
  • Authenticate your Google Cloud Storage and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically backup Close CRM leads to Google Cloud Storage?

Yes, you can. Latenode lets you automate backups with no-code, ensuring data safety. Benefit: never lose crucial lead information by creating automatic backups.

What types of tasks can I perform by integrating Google Cloud Storage with Close CRM?

Integrating Google Cloud Storage with Close CRM allows you to perform various tasks, including:

  • Automatically backing up Close CRM data to Google Cloud Storage.
  • Storing call recordings from Close CRM in Google Cloud Storage.
  • Sharing documents from Google Cloud Storage with Close CRM contacts.
  • Creating archives of closed deals in Google Cloud Storage.
  • Managing marketing assets from Google Cloud Storage in Close CRM.

How secure is Google Cloud Storage access from Latenode workflows?

Latenode uses secure authentication protocols for Google Cloud Storage, and you control the access permissions granted. Benefit: keep your data safe.

Are there any limitations to the Google Cloud Storage and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file transfers might impact workflow execution time.
  • Real-time synchronization depends on the API limits of both services.
  • Complex data transformations might require JavaScript knowledge.

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