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How to connect Lemlist and Close CRM
Create a New Scenario to Connect Lemlist 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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or Close CRM will be your first step. To do this, click "Choose an app," find Lemlist or Close CRM, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist 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 Lemlist 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 Lemlist 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 Lemlist 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 Lemlist, 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 Lemlist and Close CRM integration works as expected. Depending on your setup, data should flow between Lemlist 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 Lemlist and Close CRM
Lemlist + Close CRM + Google Sheets: When a new activity occurs in Lemlist, search for the corresponding lead in Close CRM and update their information. Then, add a row to a Google Sheet to track campaign performance.
Lemlist + Close CRM + Slack: When a new activity occurs in Lemlist, search for the corresponding lead in Close CRM. If the lead is found, send a Slack message to a designated channel to notify sales reps about the lead's engagement.
Lemlist and Close CRM integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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 Lemlist and Close CRM
How can I connect my Lemlist account to Close CRM using Latenode?
To connect your Lemlist account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM deals after Lemlist campaign events?
Yes, Latenode lets you sync data in real-time. Update deal stages instantly upon email opens/clicks, ensuring accurate sales pipeline management.
What types of tasks can I perform by integrating Lemlist with Close CRM?
Integrating Lemlist with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Lemlist prospects.
- Update lead statuses in Close CRM based on Lemlist activity.
- Trigger Lemlist campaigns from new Close CRM opportunities.
- Log Lemlist email interactions in Close CRM activity history.
- Enrich prospect data in Close CRM with Lemlist campaign results.
How can I personalize Lemlist campaigns using Close CRM data in Latenode?
Latenode's data transformation and AI blocks let you create highly personalized emails, increasing engagement and conversion rates.
Are there any limitations to the Lemlist and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the data volume.
- Advanced field mapping may require some JavaScript knowledge.
- Complex workflows might consume more Latenode operation credits.
