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Sync Jibble time tracking data with Close CRM to automate sales activity logging and reporting. Latenode’s visual editor makes customization easy, and pay-by-execution pricing ensures affordability as you scale your sales operations with customized workflows.
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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.
Jibble
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.
Jibble
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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 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:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Jibble
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Iterator
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Webhook response
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.
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.
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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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:
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:
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: