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How to connect Gumroad and Close CRM
Create a New Scenario to Connect Gumroad 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 Gumroad, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gumroad or Close CRM will be your first step. To do this, click "Choose an app," find Gumroad or Close CRM, and select the appropriate trigger to start the scenario.
Add the Gumroad Node
Select the Gumroad 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 Gumroad 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 Gumroad 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 Gumroad 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 Gumroad, 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 Gumroad and Close CRM integration works as expected. Depending on your setup, data should flow between Gumroad 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 Gumroad and Close CRM
Gumroad + Close CRM + Slack: When a new sale occurs in Gumroad, a new lead is created in Close CRM. Then, a notification is sent to a designated Slack channel to alert the sales team.
Close CRM + Gumroad + Mailchimp: When a deal is closed in Close CRM, find the corresponding customer from Gumroad and add the customer's email to a specific customer newsletter list in Mailchimp.
Gumroad and Close CRM integration alternatives
About Gumroad
Automate Gumroad sales & customer workflows with Latenode. When a sale occurs, trigger follow-up emails, add customers to your CRM, or update inventory. Latenode’s visual editor lets you design complex logic without code, adding custom actions or data transforms. Scale your e-commerce without manual steps.
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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 Gumroad and Close CRM
How can I connect my Gumroad account to Close CRM using Latenode?
To connect your Gumroad account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gumroad and click on "Connect".
- Authenticate your Gumroad and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from Gumroad sales?
Yes, you can! Latenode lets you instantly create Close CRM leads from Gumroad purchases, saving time and ensuring no potential customer is missed, with options to add custom data transformations using JavaScript.
What types of tasks can I perform by integrating Gumroad with Close CRM?
Integrating Gumroad with Close CRM allows you to perform various tasks, including:
- Creating new leads in Close CRM from Gumroad sales.
- Updating existing lead information based on purchase data.
- Adding custom notes to leads for specific product purchases.
- Triggering email sequences in Close CRM after a Gumroad sale.
- Segmenting leads in Close CRM based on Gumroad product purchased.
How can I use webhooks from Gumroad within Latenode?
Latenode supports Gumroad webhooks, allowing you to trigger workflows in real-time based on events like new sales. Use these events to automate Close CRM updates instantly.
Are there any limitations to the Gumroad and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Gumroad data prior to integration setup is not automatically synced.
- Complex product variations in Gumroad may require custom field mapping.
- Rate limits of the Gumroad and Close CRM APIs apply.
