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How to connect Kintone and Close CRM
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Close CRM will be your first step. To do this, click "Choose an app," find Kintone or Close CRM, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone 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 Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Close CRM integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Close CRM
Kintone + Close CRM + Slack: When a new record is created in Kintone (representing a won project) and a new lead is created in Close CRM, a notification is sent to a specified Slack channel to inform the sales team.
Close CRM + Kintone + Google Sheets: When a lead's status changes in Close CRM, the corresponding record in Kintone is updated. Weekly performance data from Kintone is then summarized and added to a Google Sheet.
Kintone and Close CRM integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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 Kintone and Close CRM
How can I connect my Kintone account to Close CRM using Latenode?
To connect your Kintone account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Kintone entries?
Yes, you can! Latenode's visual editor makes it easy. Automatically create leads in Close CRM from new Kintone entries, saving your sales team valuable time and improving lead management.
What types of tasks can I perform by integrating Kintone with Close CRM?
Integrating Kintone with Close CRM allows you to perform various tasks, including:
- Creating a Close CRM task when a Kintone record reaches a specific status.
- Updating Kintone records when a Close CRM lead status changes.
- Syncing contact information between Kintone and Close CRM in real-time.
- Generating Kintone reports based on Close CRM sales data.
- Triggering email campaigns in Close CRM from Kintone form submissions.
How does Latenode handle data transformation between Kintone and Close CRM?
Latenode provides powerful data mapping tools. Easily transform data between Kintone and Close CRM fields using no-code blocks or JavaScript.
Are there any limitations to the Kintone and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization is subject to API request limits of both services.
- Large data volumes may impact workflow execution time and require optimization.
