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How to connect Lark and Close CRM
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Close CRM will be your first step. To do this, click "Choose an app," find Lark or Close CRM, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark 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 Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Close CRM integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Close CRM
Close CRM + Lark + Google Sheets: When a new lead is created in Close CRM, a message is sent via Lark to a specified group chat, and the lead's information is logged in a Google Sheet.
Close CRM + Lark + Slack: When a Close CRM lead's status changes, an internal update is sent via Lark. If the lead reaches a specific stage, a notification is also sent to the sales team in Slack.
Lark and Close CRM integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Close CRM
How can I connect my Lark account to Close CRM using Latenode?
To connect your Lark account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark 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 Lark form submissions?
Yes, you can! Latenode's visual editor simplifies this. Automatically create leads, saving sales time and ensuring no potential customer is missed with instant lead creation.
What types of tasks can I perform by integrating Lark with Close CRM?
Integrating Lark with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from new Lark group messages.
- Update Close CRM contact information based on Lark profile changes.
- Send Lark notifications for new Close CRM opportunity updates.
- Create Lark tasks from new Close CRM activities.
- Synchronize files between Lark and Close CRM automatically.
Can I trigger Close CRM actions from specific Lark message content?
Yes, use Latenode's JavaScript blocks to parse message content and trigger actions. Extract key data and automate complex workflows easily.
Are there any limitations to the Lark and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits on the Lark and Close CRM APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires understanding of both Lark and Close CRM data structures.
