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Automatically create or update leads in Close CRM when users enroll or complete courses in LearnDash. Latenode’s visual editor makes it easier to tailor your sales outreach based on learning progress, and you only pay for execution time.
Connect LearnDash and Close CRM in minutes with Latenode.
Create LearnDash to Close CRM workflow
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LearnDash
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Create a New Scenario to Connect LearnDash 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 LearnDash, triggered by another scenario, or executed manually (for testing purposes). In most cases, LearnDash or Close CRM will be your first step. To do this, click "Choose an app," find LearnDash or Close CRM, and select the appropriate trigger to start the scenario.
Add the LearnDash Node
Select the LearnDash node from the app selection panel on the right.
LearnDash
Configure the LearnDash
Click on the LearnDash node to configure it. You can modify the LearnDash 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 LearnDash node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
LearnDash
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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 LearnDash 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 LearnDash 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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LearnDash
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LearnDash, 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 LearnDash and Close CRM integration works as expected. Depending on your setup, data should flow between LearnDash and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LearnDash + Close CRM + Google Sheets: When a user completes a course in LearnDash, update the corresponding lead's status in Close CRM and log the completion data in a Google Sheet.
Close CRM + LearnDash + Slack: When a deal is closed in Close CRM, enroll the contact in a relevant training course in LearnDash and notify the sales team in Slack.
About LearnDash
Automate LearnDash course management in Latenode. Enroll users automatically, send progress updates, and trigger actions in other apps based on course completion. Keep student data in sync with your CRM and marketing tools. Build custom learning paths visually; scale processes without code or per-step fees.
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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 LearnDash account to Close CRM using Latenode?
To connect your LearnDash account to Close CRM on Latenode, follow these steps:
Can I automatically create leads from new course enrollments?
Yes, you can! Latenode automates lead creation in Close CRM from LearnDash enrollments, enriching lead data using AI and custom JavaScript for unparalleled efficiency.
What types of tasks can I perform by integrating LearnDash with Close CRM?
Integrating LearnDash with Close CRM allows you to perform various tasks, including:
How does Latenode handle complex LearnDash data for Close CRM?
Latenode uses advanced data mapping and transformation. Process complex LearnDash data using JavaScript for seamless Close CRM integration.
Are there any limitations to the LearnDash and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: