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How to connect Mailgun and Close CRM
Create a New Scenario to Connect Mailgun 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 Mailgun, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailgun or Close CRM will be your first step. To do this, click "Choose an app," find Mailgun or Close CRM, and select the appropriate trigger to start the scenario.
Add the Mailgun Node
Select the Mailgun 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 Mailgun 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 Mailgun 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 Mailgun 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 Mailgun, 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 Mailgun and Close CRM integration works as expected. Depending on your setup, data should flow between Mailgun 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 Mailgun and Close CRM
Mailgun + Close CRM + Slack: When a new email bounces in Mailgun, the system updates the corresponding lead in Close CRM and sends a notification to a dedicated Slack channel, informing the sales team of the issue.
Close CRM + Mailgun + Google Sheets: When a new lead is created in Close CRM, a welcome email is automatically sent via Mailgun. The lead's details are also added to a Google Sheet for tracking and analysis.
Mailgun and Close CRM integration alternatives
About Mailgun
Use Mailgun in Latenode to automate email sending within your workflows. Trigger emails based on data changes, form submissions, or scheduled events. Latenode lets you filter, format, and personalize messages using data from other apps, creating dynamic campaigns and notifications without complex coding. Scale your outreach affordably by paying only for execution time.
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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 Mailgun and Close CRM
How can I connect my Mailgun account to Close CRM using Latenode?
To connect your Mailgun account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Mailgun and click on "Connect".
- Authenticate your Mailgun and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Close CRM leads to Mailgun lists?
Yes, you can! Latenode's visual builder makes this easy. Automatically sync new leads to Mailgun for targeted campaigns, saving time and improving marketing efficiency.
What types of tasks can I perform by integrating Mailgun with Close CRM?
Integrating Mailgun with Close CRM allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to Mailgun mailing lists.
- Sending personalized emails via Mailgun when deals reach specific stages.
- Tracking email opens and clicks from Mailgun within Close CRM activities.
- Creating Close CRM tasks when Mailgun emails bounce or fail to deliver.
- Updating Close CRM contact information based on Mailgun unsubscribe events.
How can I handle bounced emails from Mailgun inside Close CRM?
Latenode allows you to automatically create tasks or update lead statuses in Close CRM based on bounce events reported by Mailgun.
Are there any limitations to the Mailgun and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Mailgun and Close CRM APIs may affect performance.
- Complex data transformations may require JavaScript code blocks.
- Historical data synchronization requires custom workflow configuration.
