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How to connect Launch27 and Close CRM
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.
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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.
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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 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:
- 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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Close CRM
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Trigger on Webhook
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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.
Most powerful ways to connect Launch27 and Close CRM
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.
Launch27 and Close CRM integration alternatives
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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FAQ Launch27 and Close CRM
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Launch27 and click on "Connect".
- Authenticate your Launch27 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 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:
- Create new Close CRM leads from new Launch27 bookings.
- Update lead statuses in Close CRM based on booking completion in Launch27.
- Send personalized follow-up emails via Close CRM after a Launch27 service.
- Trigger Close CRM tasks when Launch27 bookings are canceled or rescheduled.
- Sync contact information between Launch27 customers and Close CRM leads.
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:
- Complex data transformations might require JavaScript knowledge.
- Rate limits imposed by Launch27 and Close CRM APIs still apply.
- Historical data migration requires a separate, manually configured workflow.
