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Automatically create or update leads in Close CRM from new bookings in Launch27 with Latenode. Use our visual editor's flexibility and affordable execution costs to perfectly match your sales process.
Connect Launch27 and Close CRM in minutes with Latenode.
Create Launch27 to Close CRM workflow
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Launch27
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Create a New Scenario to Connect Launch27 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 Launch27, triggered by another scenario, or executed manually (for testing purposes). In most cases, Launch27 or Close CRM will be your first step. To do this, click "Choose an app," find Launch27 or Close CRM, and select the appropriate trigger to start the scenario.
Add the Launch27 Node
Select the Launch27 node from the app selection panel on the right.
Launch27
Configure the Launch27
Click on the Launch27 node to configure it. You can modify the Launch27 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Launch27 node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Launch27
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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 Launch27 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 Launch27 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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Launch27
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Launch27, 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 Launch27 and Close CRM integration works as expected. Depending on your setup, data should flow between Launch27 and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Launch27 + QuickBooks + Close CRM: When a cleaning job is completed in Launch27, create an invoice in QuickBooks and update the client's record in Close CRM.
Close CRM + Launch27 + Slack: When a lead's status changes in Close CRM, automatically schedule a welcome cleaning service via Launch27 and notify the team in Slack.
About Launch27
Automate Launch27 booking & service management within Latenode. Create flows that sync bookings with calendars, trigger follow-ups based on booking status, or generate reports. Use Latenode's visual builder & JS node for custom logic, connecting Launch27 data to other apps without code limits. Scale operations with affordable, usage-based pricing.
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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 Launch27 account to Close CRM using Latenode?
To connect your Launch27 account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Launch27 bookings?
Yes, you can! Latenode's visual editor makes it easy to map data and trigger lead creation in Close CRM whenever a new booking is made in Launch27, streamlining your sales process.
What types of tasks can I perform by integrating Launch27 with Close CRM?
Integrating Launch27 with Close CRM allows you to perform various tasks, including:
How secure is my Launch27 data when using Latenode integration?
Latenode uses advanced encryption and security protocols to ensure your data is protected during the Launch27 and Close CRM integration.
Are there any limitations to the Launch27 and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: