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How to connect Missive and Close CRM
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Close CRM will be your first step. To do this, click "Choose an app," find Missive or Close CRM, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive 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 Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Close CRM integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Close CRM
Missive + Close CRM + Google Sheets: When a new contact is created in Missive, a lead is created in Close CRM. The lead's information is then added as a new row in a Google Sheet for tracking.
Close CRM + Missive + Slack: When a lead status changes in Close CRM, a post is created in Missive with the deal update for team discussion, and a notification is sent to a designated Slack channel.
Missive and Close CRM integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Close CRM
How can I connect my Missive account to Close CRM using Latenode?
To connect your Missive account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive 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 Missive messages?
Yes, easily! Latenode allows automated lead creation triggered by Missive messages, ensuring no potential opportunity is missed. Use no-code or JavaScript for advanced parsing.
What types of tasks can I perform by integrating Missive with Close CRM?
Integrating Missive with Close CRM allows you to perform various tasks, including:
- Create new Close CRM contacts from Missive message senders automatically.
- Update Close CRM opportunity stages based on Missive conversation keywords.
- Send Missive messages when a Close CRM deal reaches a specific stage.
- Log Missive conversations as notes in Close CRM activity history.
- Trigger custom alerts in Missive for urgent Close CRM deal updates.
How do I handle large Missive attachments within Latenode workflows?
Latenode efficiently manages large attachments using file parsing and cloud storage integrations, crucial for data-rich Missive workflows linked to Close CRM.
Are there any limitations to the Missive and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Missive to Close CRM may require custom scripting.
- Complex conditional logic might necessitate JavaScript code blocks.
- Rate limits of Missive and Close CRM APIs still apply.
