How to connect Moxie and Close CRM
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.

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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 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:
- 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 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.
Most powerful ways to connect Moxie and Close CRM
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.
Moxie and Close CRM integration alternatives
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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See how Latenode works
FAQ Moxie and Close CRM
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Close CRM leads from Moxie chat transcripts.
- Update Close CRM contact details after a Moxie support interaction.
- Trigger automated follow-up emails in Close CRM after Moxie conversations.
- Log Moxie chat summaries as notes on Close CRM contact records.
- Send Close CRM deal updates via Moxie to relevant customer support agents.
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:
- Historical Moxie data might require a one-time manual import to Close CRM.
- Custom Moxie fields need manual mapping to corresponding Close CRM fields.
- The integration relies on the availability and stability of the Moxie and Close CRM APIs.