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Automatically create or update leads in Close CRM from Inoreader articles, ensuring your sales team follows up on relevant industry news. Use JavaScript in Latenode to filter for high-value leads and lower your costs.
Connect Inoreader and Close CRM in minutes with Latenode.
Create Inoreader to Close CRM workflow
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Inoreader
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Create a New Scenario to Connect Inoreader 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 Inoreader, triggered by another scenario, or executed manually (for testing purposes). In most cases, Inoreader or Close CRM will be your first step. To do this, click "Choose an app," find Inoreader or Close CRM, and select the appropriate trigger to start the scenario.
Add the Inoreader Node
Select the Inoreader node from the app selection panel on the right.
Inoreader
Configure the Inoreader
Click on the Inoreader node to configure it. You can modify the Inoreader 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 Inoreader node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Inoreader
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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 Inoreader 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 Inoreader 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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Inoreader
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Inoreader, 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 Inoreader and Close CRM integration works as expected. Depending on your setup, data should flow between Inoreader and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Inoreader + Close CRM + Slack: When a new article appears in a specified Inoreader folder, find relevant leads in Close CRM using keywords from the article. Send a Slack direct message to the assigned sales rep with a summary of the article and the lead information.
Close CRM + Inoreader + Google Sheets: When a new lead is added to Close CRM, search Inoreader for related articles based on the lead's company or industry. Then, add the lead's information and a summary of the found articles to a new row in Google Sheets for analysis and reporting.
About Inoreader
Aggregate and filter news feeds in Inoreader, then use Latenode to automate actions based on specific articles. Trigger alerts, update databases, or post to social media directly from your curated content. Use Latenode's visual editor and JavaScript node to refine filtering and formatting rules far beyond Inoreader's native options.
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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 Inoreader account to Close CRM using Latenode?
To connect your Inoreader account to Close CRM on Latenode, follow these steps:
Can I create Close CRM leads from saved Inoreader articles?
Yes, you can! Latenode allows seamless lead creation in Close CRM whenever you save an article in Inoreader. Automate your sales funnel with no-code ease and boost efficiency.
What types of tasks can I perform by integrating Inoreader with Close CRM?
Integrating Inoreader with Close CRM allows you to perform various tasks, including:
HowcanIautomaticallyenrichCloseCRMcustomerprofileswithInoreaderdata?
Latenode automates data enrichment using Inoreader. Extract key insights from articles and update customer profiles in Close CRM with relevant information.
Are there any limitations to the Inoreader and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: