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Sync new Knack records to Close CRM as leads, updating contact info. Latenode's no-code editor simplifies custom workflows, and affordable execution-based pricing keeps costs down as your data scales.
Connect Knack and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Close CRM will be your first step. To do this, click "Choose an app," find Knack or Close CRM, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
Knack
Add the Close CRM Node
Next, click the plus (+) icon on the Knack node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Knack
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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 Knack 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 Knack 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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Knack
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Knack, 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 Knack and Close CRM integration works as expected. Depending on your setup, data should flow between Knack and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Knack + Close CRM + Slack: When a new record is created in Knack, a new lead is created in Close CRM. A message is then sent to a Slack channel notifying the sales team about the new lead.
Close CRM + Knack + Google Sheets: When a lead's status is changed in Close CRM, the corresponding record in Knack is updated. This update is then logged as a new row in Google Sheets.
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack account to Close CRM using Latenode?
To connect your Knack account to Close CRM on Latenode, follow these steps:
Can I sync new Knack entries to Close CRM as leads?
Yes, easily! Latenode’s visual editor makes mapping fields simple. Automatically create leads in Close CRM whenever new entries are added to Knack, saving time and improving sales outreach.
What types of tasks can I perform by integrating Knack with Close CRM?
Integrating Knack with Close CRM allows you to perform various tasks, including:
Can I use JavaScript functions within my Knack + Close CRM workflows?
Yes! Latenode lets you add JavaScript code for advanced data transformations and logic, making your Knack and Close CRM integrations flexible.
Are there any limitations to the Knack and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: