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How to connect Jibble and Close CRM
Create a New Scenario to Connect Jibble 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 Jibble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jibble or Close CRM will be your first step. To do this, click "Choose an app," find Jibble or Close CRM, and select the appropriate trigger to start the scenario.
Add the Jibble Node
Select the Jibble 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 Jibble 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 Jibble 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 Jibble 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 Jibble, 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 Jibble and Close CRM integration works as expected. Depending on your setup, data should flow between Jibble 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 Jibble and Close CRM
Jibble + Close CRM + Google Sheets: When a new clock-in or clock-out event is recorded in Jibble, this automation searches for the corresponding lead in Close CRM. If a lead is found, the automation updates a Google Sheet with the employee's time, client, and project details for CRM analysis.
Close CRM + Jibble + Slack: When a lead's status changes in Close CRM, this automation retrieves the time spent by sales reps from Jibble. It then sends a notification to a Slack channel summarizing the deal, the time spent, and potentially commission earned.
Jibble and Close CRM integration alternatives
About Jibble
Jibble streamlines time tracking. Connect it to Latenode to automate payroll, project costing, or attendance alerts. Send Jibble data to accounting software or HR platforms automatically. Use Latenode's visual editor to create custom rules and notifications based on employee time entries, eliminating manual data transfer and ensuring accurate records.
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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 Jibble and Close CRM
How can I connect my Jibble account to Close CRM using Latenode?
To connect your Jibble account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jibble and click on "Connect".
- Authenticate your Jibble and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from Jibble time entries?
Yes, you can! Latenode allows you to create leads in Close CRM directly from Jibble time entries. This automates lead generation, saving time and ensuring no potential customer is missed.
What types of tasks can I perform by integrating Jibble with Close CRM?
Integrating Jibble with Close CRM allows you to perform various tasks, including:
- Create a new Close CRM lead when a Jibble user starts work.
- Update a Close CRM lead when Jibble time entries exceed a limit.
- Send daily summaries of jibbled time to a Close CRM opportunity.
- Trigger Close CRM activities based on Jibble attendance data.
- Automatically update contact details in Close CRM using Jibble data.
How secure is my Jibble data when using Latenode integrations?
Latenode uses secure authentication protocols. Your Jibble and Close CRM data is encrypted both in transit and at rest, ensuring complete security.
Are there any limitations to the Jibble and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Jibble data structures might require custom JavaScript for parsing.
- Real-time synchronization depends on the API limits of both Jibble and Close CRM.
- Historical data migration between Jibble and Close CRM might need manual handling.
