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How to connect Knack and Close CRM
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Knack and Close CRM
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.
Knack and Close CRM integration alternatives
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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See how Latenode works
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FAQ Knack and Close CRM
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Close CRM leads from Knack form submissions automatically.
- Update Close CRM opportunities when Knack project stages are updated.
- Send customized email sequences via Close CRM on Knack record creation.
- Archive Close CRM contacts when corresponding Knack projects are completed.
- Generate summary reports in Knack using Close CRM sales data via REST API.
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:
- Complex data transformations may require JavaScript coding knowledge.
- Rate limits of Knack and Close CRM APIs apply to the integration.
- Real-time synchronization depends on the polling interval configured in Latenode.
