Inoreader and Close CRM Integration

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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.

Swap Apps

Inoreader

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Inoreader and Close CRM

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.

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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.

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Run node once

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.

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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.

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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.

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Run node once

Set Up the Inoreader 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 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.

Most powerful ways to connect Inoreader and Close CRM

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.

Inoreader and Close CRM integration alternatives

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.

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.

See how Latenode works

FAQ Inoreader and Close CRM

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Inoreader and click on "Connect".
  • Authenticate your Inoreader and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new leads in Close CRM from tagged articles in Inoreader.
  • Update existing Close CRM leads with information extracted from Inoreader.
  • Send Close CRM tasks based on new content saved in Inoreader.
  • Generate personalized email drafts in Close CRM with Inoreader content summaries.
  • Trigger Close CRM workflows from specific keyword mentions in Inoreader feeds.

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:

  • Rate limits imposed by Inoreader and Close CRM APIs may affect performance.
  • Complex data transformations may require JavaScript knowledge.
  • Historical data migration between Inoreader and Close CRM is not directly supported.

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