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How to connect HubSpot and Close CRM
Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Close CRM will be your first step. To do this, click "Choose an app," find HubSpot or Close CRM, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot 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 HubSpot 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 HubSpot 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 HubSpot 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 HubSpot, 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 HubSpot and Close CRM integration works as expected. Depending on your setup, data should flow between HubSpot 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 HubSpot and Close CRM
Close CRM + HubSpot + Slack: When a deal's status changes in Close CRM or HubSpot to 'closed won', a notification is sent to a designated Slack channel to celebrate the win.
Close CRM + HubSpot + Google Sheets: When a new lead is created in either Close CRM or HubSpot, the lead information is automatically added as a new row in a Google Sheet for centralized reporting.
HubSpot and Close CRM integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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 HubSpot and Close CRM
How can I connect my HubSpot account to Close CRM using Latenode?
To connect your HubSpot account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new HubSpot form submissions?
Yes, using Latenode, you can. This automates lead creation in Close CRM, saving time. Latenode handles data mapping and complex logic easily, ensuring accuracy and efficiency.
What types of tasks can I perform by integrating HubSpot with Close CRM?
Integrating HubSpot with Close CRM allows you to perform various tasks, including:
- Syncing new contacts created in HubSpot to Close CRM as leads.
- Updating contact information in Close CRM based on HubSpot activity.
- Creating new deals in Close CRM when a HubSpot deal reaches a specific stage.
- Triggering email sequences in HubSpot based on Close CRM deal status.
- Reporting on combined HubSpot and Close CRM data within a single dashboard.
How does Latenode handle data mapping between HubSpot and Close CRM?
Latenode's visual editor simplifies data mapping. You can easily map fields between HubSpot and Close CRM, with options for custom transformations using JavaScript.
Are there any limitations to the HubSpot and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex custom field mappings may need JavaScript code.
- Rate limits from HubSpot and Close CRM can affect high-volume data syncs.
