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Sync HighLevel leads to Close CRM contacts, enriching data and triggering actions using Latenode’s visual editor. Customize with JavaScript and scale automations affordably while ensuring seamless data flow for sales teams.
Connect HighLevel and Close CRM in minutes with Latenode.
Create HighLevel to Close CRM workflow
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Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Close CRM will be your first step. To do this, click "Choose an app," find HighLevel or Close CRM, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
HighLevel
Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
HighLevel
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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 HighLevel 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 HighLevel 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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HighLevel
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Close CRM integration works as expected. Depending on your setup, data should flow between HighLevel and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HighLevel + Close CRM + Google Sheets: When a new contact is created in HighLevel, a lead is created in Close CRM. The lead details are then added as a new row in Google Sheets for reporting purposes.
Close CRM + HighLevel + Slack: When a lead status changes in Close CRM, a congratulatory SMS message is sent via HighLevel and a notification is sent to a Slack channel.
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel account to Close CRM using Latenode?
To connect your HighLevel account to Close CRM on Latenode, follow these steps:
Can I synchronize new HighLevel contacts to Close CRM?
Yes, you can! Latenode's visual editor makes it easy to automatically sync new HighLevel contacts to Close CRM, ensuring your sales team always has the latest lead information.
What types of tasks can I perform by integrating HighLevel with Close CRM?
Integrating HighLevel with Close CRM allows you to perform various tasks, including:
Can I use JavaScript to transform data between HighLevel and Close CRM?
Yes! Latenode supports JavaScript code blocks, so you can fully customize data transformations to suit your exact integration needs.
Are there any limitations to the HighLevel and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: