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Automatically create or update Close CRM leads from LinkedIn profile data, enriching sales pipelines with Latenode’s visual editor and JavaScript functions for advanced data formatting. Save money with execution-based pricing.
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Create a New Scenario to Connect LinkedIn 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 LinkedIn, triggered by another scenario, or executed manually (for testing purposes). In most cases, LinkedIn or Close CRM will be your first step. To do this, click "Choose an app," find LinkedIn or Close CRM, and select the appropriate trigger to start the scenario.
Add the LinkedIn Node
Select the LinkedIn node from the app selection panel on the right.
Configure the LinkedIn
Click on the LinkedIn node to configure it. You can modify the LinkedIn 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 LinkedIn 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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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 LinkedIn 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 LinkedIn 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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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LinkedIn, 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 LinkedIn and Close CRM integration works as expected. Depending on your setup, data should flow between LinkedIn and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LinkedIn + Calendly + Close CRM: When a connection accepts your invite on LinkedIn, automatically schedule a follow-up meeting via Calendly and create a new lead in Close CRM.
Close CRM + LinkedIn + Slack: When a lead is created in Close CRM, automatically post a congratulatory message on LinkedIn and notify the team in Slack.
About LinkedIn
Automate LinkedIn tasks in Latenode to streamline lead generation or social selling. Extract profile data, post updates, or send invites based on triggers from other apps. Chain actions visually, add custom logic, and scale outreach without complex code, paying only for the execution time that you use.
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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 LinkedIn account to Close CRM using Latenode?
To connect your LinkedIn account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from LinkedIn profiles?
Yes, you can! Latenode allows you to automatically create Close CRM leads directly from LinkedIn profiles, saving time and ensuring no potential lead is missed. Leverage powerful data mapping for perfect sync.
What types of tasks can I perform by integrating LinkedIn with Close CRM?
Integrating LinkedIn with Close CRM allows you to perform various tasks, including:
HowdoIautomaticalygetnewLinkedInleadstoCloseCRM?
With Latenode, you can use a webhook to trigger a workflow upon new LinkedIn connections, automatically adding them as leads in Close CRM. Scale your lead generation effortlessly!
Are there any limitations to the LinkedIn and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: