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Automatically create or update leads in Close CRM whenever a new user signs up via a Netlify form. Latenode lets you customize data flows with JavaScript and scales affordably using execution-based pricing.
Connect Netlify and Close CRM in minutes with Latenode.
Create Netlify to Close CRM workflow
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Netlify
Close CRM
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Create a New Scenario to Connect Netlify 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 Netlify, triggered by another scenario, or executed manually (for testing purposes). In most cases, Netlify or Close CRM will be your first step. To do this, click "Choose an app," find Netlify or Close CRM, and select the appropriate trigger to start the scenario.
Add the Netlify Node
Select the Netlify node from the app selection panel on the right.
Netlify
Add the Close CRM Node
Next, click the plus (+) icon on the Netlify node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Netlify
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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 Netlify 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 Netlify 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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Netlify
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Netlify, 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 Netlify and Close CRM integration works as expected. Depending on your setup, data should flow between Netlify and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Netlify + Close CRM + Slack: When a new user submits a form on a Netlify hosted site, a new lead is created in Close CRM. Subsequently, a notification is sent to the sales team in Slack to inform them about the new lead.
Netlify + Close CRM + Google Sheets: When a new Netlify deploy succeeds, its status, along with associated Close CRM client account information, is updated in a Google Sheet. This allows for tracking website deployment statuses linked to specific clients.
About Netlify
Use Netlify with Latenode to automate website deployments based on triggers from other apps. Update content, manage builds, and monitor site status directly within Latenode workflows. Simplify web development pipelines and connect them to your broader business processes using visual, scalable automation.
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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 Netlify account to Close CRM using Latenode?
To connect your Netlify account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Netlify form submissions?
Yes, you can! Latenode lets you instantly create leads in Close CRM from Netlify form data, ensuring no potential client slips through the cracks. Automate lead generation for a streamlined sales process.
What types of tasks can I perform by integrating Netlify with Close CRM?
Integrating Netlify with Close CRM allows you to perform various tasks, including:
HowsecureistheNetlifydatawhenintegratedwithCloseCRMonLatenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Netlify and Close CRM data during integration.
Are there any limitations to the Netlify and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: