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How to connect Kommo and Close CRM
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Close CRM will be your first step. To do this, click "Choose an app," find Kommo or Close CRM, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo 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 Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Close CRM integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Close CRM
Close CRM + Kommo + Slack: When a new lead is created in Close CRM, it will automatically be created in Kommo. Then, a message will be sent to a designated Slack channel to notify the sales team about the new lead in both CRMs.
Kommo + Close CRM + Google Sheets: When a lead's status changes in either Kommo or Close CRM, if the status indicates a closed deal, the details of the deal are logged into a Google Sheet for reporting and sales performance tracking.
Kommo and Close CRM integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and Close CRM
How can I connect my Kommo account to Close CRM using Latenode?
To connect your Kommo account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo 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 Kommo deals?
Yes, you can! Latenode's visual editor simplifies this. Automatically create Close CRM leads, ensuring seamless data synchronization between your sales and CRM systems, saving time and improving efficiency.
What types of tasks can I perform by integrating Kommo with Close CRM?
Integrating Kommo with Close CRM allows you to perform various tasks, including:
- Syncing new Kommo contacts to Close CRM as leads.
- Updating Close CRM opportunities when Kommo deals change stages.
- Creating Kommo tasks from new Close CRM activities.
- Transferring contact notes from Kommo to Close CRM.
- Generating reports combining data from both platforms.
How does Latenode handle data transformations between Kommo and Close CRM?
Latenode offers visual data mapping and JavaScript functions for complex transformations, ensuring data compatibility and accurate information flow between Kommo and Close CRM.
Are there any limitations to the Kommo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration may require manual intervention.
- Complex data relationships might need custom JavaScript code.
- API rate limits of Kommo and Close CRM can affect large data syncs.
