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Sync Moxie contacts to Close CRM, ensuring seamless lead management. Latenode's visual editor and affordable execution-based pricing make complex CRM automations accessible. Enrich Close CRM data with detailed Moxie insights, scaling outreach.
Connect Moxie and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Close CRM will be your first step. To do this, click "Choose an app," find Moxie or Close CRM, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
Moxie
Add the Close CRM Node
Next, click the plus (+) icon on the Moxie node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Moxie
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Close CRM
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 Moxie 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 Moxie and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Close CRM integration works as expected. Depending on your setup, data should flow between Moxie and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moxie + Close CRM + Slack: When a new client is created in Moxie, their information is used to create a new lead in Close CRM. A congratulatory message is then sent to a specified Slack channel.
Close CRM + Moxie + Google Sheets: When a new lead is created in Close CRM, the automation searches for corresponding customer data in Moxie and then saves the deal information and customer data to a Google Sheet for analysis.
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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How can I connect my Moxie account to Close CRM using Latenode?
To connect your Moxie account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM contacts from Moxie chats?
Yes, you can! Latenode’s visual editor makes it easy to sync data, saving time and ensuring accurate contact information in Close CRM based on Moxie conversations.
What types of tasks can I perform by integrating Moxie with Close CRM?
Integrating Moxie with Close CRM allows you to perform various tasks, including:
HowdoesLatenodehandlelargevolumesofMoxiedatawhenupdatingCloseCRM?
Latenode efficiently processes high data volumes with scalable architecture, ensuring real-time updates and robust performance even during peak loads.
Are there any limitations to the Moxie and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: