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How to connect Moco and Close CRM
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Close CRM will be your first step. To do this, click "Choose an app," find Moco or Close CRM, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco 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 Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Close CRM integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Close CRM
Moco + Close CRM + Slack: When a new event is logged in Moco, search for related leads in Close CRM and send a notification to a Slack channel.
Close CRM + Moco + Google Calendar: When a lead status changes in Close CRM, create a contact in Moco and schedule an event in Google Calendar.
Moco and Close CRM integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Close CRM
How can I connect my Moco account to Close CRM using Latenode?
To connect your Moco account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation in Close CRM from Moco projects?
Yes, you can! Latenode lets you instantly create Close CRM leads from new Moco projects. This improves sales efficiency and data accuracy, eliminating manual entry.
What types of tasks can I perform by integrating Moco with Close CRM?
Integrating Moco with Close CRM allows you to perform various tasks, including:
- Create new Close CRM opportunities when a new project starts in Moco.
- Update Close CRM contact information when a client is updated in Moco.
- Send Moco project updates as notes to Close CRM opportunities.
- Trigger Moco time tracking based on Close CRM opportunity stages.
- Generate custom reports combining project data from Moco and sales data from Close CRM.
What data from Moco can I access within Latenode workflows?
You can access project details, time entries, client information, invoices, and user data from Moco within Latenode.
Are there any limitations to the Moco and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code blocks.
- Real-time synchronization depends on the API rate limits of Moco and Close CRM.
- Initial setup requires basic knowledge of Moco and Close CRM data structures.
