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How to connect Motion and Close CRM
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Close CRM will be your first step. To do this, click "Choose an app," find Motion or Close CRM, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion 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 Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Close CRM integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Close CRM
Motion + Close CRM + Slack: When a task is completed in Motion, the automation updates the corresponding lead in Close CRM and sends a Slack notification to a specified channel, informing the team about the update.
Close CRM + Google Calendar + Motion: Upon closing a deal in Close CRM, an automation creates an event in Google Calendar and then creates a task in Motion to schedule the follow-up activities, ensuring timely post-deal management.
Motion and Close CRM integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Close CRM
How can I connect my Motion account to Close CRM using Latenode?
To connect your Motion account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation from Motion tasks in Close CRM?
Yes, you can! Latenode allows automated lead creation, saving time. Use our visual editor for no-code workflows or JavaScript blocks for custom logic. Benefit from instant, real-time synchronization.
What types of tasks can I perform by integrating Motion with Close CRM?
Integrating Motion with Close CRM allows you to perform various tasks, including:
- Automatically creating new leads in Close CRM from completed Motion tasks.
- Updating deal stages in Close CRM when task priorities change in Motion.
- Sending notifications to Slack channels when new projects are created in Motion.
- Generating reports on task completion rates and lead conversion metrics.
- Syncing task deadlines from Motion to Close CRM as opportunity reminders.
How can I manage complex workflows between Motion and Close CRM on Latenode?
Latenode offers advanced logic blocks and JavaScript support. Build intricate, multi-step workflows tailored to your exact needs, scaling your automation easily.
Are there any limitations to the Motion and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Data synchronization is near real-time, not always instantaneous.
- Complex JavaScript code might require advanced technical skills.
- Integration is limited by the APIs and permissions available on both platforms.
