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Automatically create or update Close CRM leads from LiveChat interactions. Latenode's visual editor lets you customize triggers and data flows with JavaScript, scaling affordably by execution time.
Connect LiveChat and Close CRM in minutes with Latenode.
Create LiveChat to Close CRM workflow
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Swap Apps
LiveChat
Close CRM
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Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Close CRM will be your first step. To do this, click "Choose an app," find LiveChat or Close CRM, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
LiveChat
Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
LiveChat
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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 LiveChat 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 LiveChat 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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LiveChat
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LiveChat, 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 LiveChat and Close CRM integration works as expected. Depending on your setup, data should flow between LiveChat and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LiveChat + Close CRM + Slack: When a new chat is initiated in LiveChat, search for the lead in Close CRM. If the lead exists and their status is 'High Value', send a notification to a designated Slack channel to alert the sales team.
LiveChat + Close CRM + Google Sheets: When a chat is deactivated in LiveChat, search for the associated lead in Close CRM. If a lead is found, append the LiveChat transcript (or a link to it) to a Google Sheet for detailed analysis of customer interactions.
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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 LiveChat account to Close CRM using Latenode?
To connect your LiveChat account to Close CRM on Latenode, follow these steps:
Can I automatically create leads from LiveChat transcripts?
Yes, you can! Latenode's flexible workflows automatically create Close CRM leads from LiveChat transcripts, ensuring no potential deal is missed. Use AI to score lead quality too.
What types of tasks can I perform by integrating LiveChat with Close CRM?
Integrating LiveChat with Close CRM allows you to perform various tasks, including:
Can I use custom JavaScript functions with LiveChat on Latenode?
Yes! Latenode allows you to enhance the LiveChat integration using custom JavaScript code for advanced data manipulation and logic.
Are there any limitations to the LiveChat and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: