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Automatically create or update leads in Close CRM after Lessonspace sessions, centralizing customer data. Latenode's low-code visual editor and affordable execution-based pricing simplify building complex sales workflows.
Connect Lessonspace and Close CRM in minutes with Latenode.
Create Lessonspace to Close CRM workflow
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Create a New Scenario to Connect Lessonspace 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 Lessonspace, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lessonspace or Close CRM will be your first step. To do this, click "Choose an app," find Lessonspace or Close CRM, and select the appropriate trigger to start the scenario.
Add the Lessonspace Node
Select the Lessonspace node from the app selection panel on the right.
Lessonspace
Configure the Lessonspace
Click on the Lessonspace node to configure it. You can modify the Lessonspace 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 Lessonspace node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Lessonspace
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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 Lessonspace 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 Lessonspace 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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Lessonspace
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Lessonspace, 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 Lessonspace and Close CRM integration works as expected. Depending on your setup, data should flow between Lessonspace and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Lessonspace + Close CRM + Google Calendar: When a Lessonspace session ends, a follow-up call is automatically scheduled in Google Calendar. The Google Calendar event details are then updated in Close CRM as an activity associated with the lead.
Close CRM + Lessonspace + Zoom: When a deal is closed in Close CRM, a welcome call is automatically scheduled via Lessonspace. Zoom is used to create and manage the video conference for the welcome call.
About Lessonspace
Automate Lessonspace session management inside Latenode. Trigger meetings based on CRM data, automatically create follow-up tasks, and log attendance. Integrate with billing and email systems for a seamless user experience. Using Latenode, you reduce manual admin and create workflows that connect learning platforms with other key business tools, scaling onboarding and education efforts.
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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 Lessonspace account to Close CRM using Latenode?
To connect your Lessonspace account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Lessonspace students?
Yes, you can! Latenode enables this, automatically creating leads in Close CRM whenever someone signs up for a Lessonspace course. This ensures no potential client is missed, saving time and boosting conversions.
What types of tasks can I perform by integrating Lessonspace with Close CRM?
Integrating Lessonspace with Close CRM allows you to perform various tasks, including:
Can I customize the data transferred between Lessonspace and Close CRM?
Yes! Latenode allows for detailed customization using JavaScript, AI blocks, and more, ensuring only relevant data is transferred and properly formatted.
Are there any limitations to the Lessonspace and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: