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Keep HubSpot and Close CRM aligned by automating lead handoff and contact updates. Latenode’s visual editor and JavaScript nodes let you build custom logic for advanced scenarios, while affordable pricing scales with your business.
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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.
HubSpot
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.
HubSpot
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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 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:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
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.
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.
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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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:
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:
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: