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Sync Kintone project data into Close CRM for sales teams. Using Latenode’s visual editor, build custom triggers and complex logic that’s difficult to achieve otherwise. Scale affordably by paying only for execution time.
Connect Kintone and Close CRM in minutes with Latenode.
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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.
Kintone
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.
Kintone
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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 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:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Kintone
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Iterator
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Webhook response
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.
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.
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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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:
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:
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: