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How to connect Miro and Close CRM
Create a New Scenario to Connect Miro 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 Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Close CRM will be your first step. To do this, click "Choose an app," find Miro or Close CRM, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro 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 Miro 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 Miro 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 Miro 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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Save and Activate the Scenario
After configuring Miro, 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 Miro and Close CRM integration works as expected. Depending on your setup, data should flow between Miro 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 Miro and Close CRM
Miro + Close CRM + Slack: When a new item is created or updated in Miro (like an approved idea), a lead is automatically created in Close CRM. A notification is then sent to a designated Slack channel to inform the sales team about the new lead.
Close CRM + Miro + Google Meet: When a deal closes in Close CRM, a celebration Miro board is automatically created. Then, a team meeting is scheduled in Google Meet to brainstorm next steps for the new client.
Miro and Close CRM integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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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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See how Latenode works
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FAQ Miro and Close CRM
How can I connect my Miro account to Close CRM using Latenode?
To connect your Miro account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Miro users?
Yes, with Latenode, automatically create Close CRM leads from Miro board collaborators. Streamline lead generation & enrich your CRM using Miro data, leveraging Latenode's no-code interface and advanced logic.
What types of tasks can I perform by integrating Miro with Close CRM?
Integrating Miro with Close CRM allows you to perform various tasks, including:
- Create new Close CRM opportunities from Miro brainstorming sessions.
- Update Close CRM contact details based on Miro profile information.
- Send Miro board invites to new Close CRM leads automatically.
- Log Miro board activity as notes within Close CRM deals.
- Trigger Close CRM tasks when Miro boards are updated.
HowsecureistheMirointegrationwithCloseCRMonLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the safety of data transferred between Miro and Close CRM.
Are there any limitations to the Miro and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript for optimal handling.
- Rate limits imposed by Miro and Close CRM APIs can affect workflow execution.
- Real-time synchronization depends on the polling intervals set within Latenode.
