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Sync leads between Nimble and Close CRM to avoid manual data entry. Latenode's visual editor simplifies complex workflows, while affordable execution-based pricing lets you scale without cost worries.
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Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Close CRM will be your first step. To do this, click "Choose an app," find Nimble or Close CRM, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
Nimble
Add the Close CRM Node
Next, click the plus (+) icon on the Nimble node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Nimble
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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 Nimble 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 Nimble 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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Nimble
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Nimble, 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 Nimble and Close CRM integration works as expected. Depending on your setup, data should flow between Nimble and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Nimble + Close CRM + Google Sheets: When a new contact is added in Nimble, a lead is created in Close CRM. Details of the new lead are then added to a Google Sheet for reporting.
Close CRM + Nimble + Slack: When a lead's status changes in Close CRM (specifically to a closed deal), contact details are retrieved from Nimble. A Slack message is then sent to a designated channel, referencing the deal and the associated Nimble contact.
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter 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 Nimble account to Close CRM using Latenode?
To connect your Nimble account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Nimble contacts?
Yes, you can! Latenode allows for instant lead creation in Close CRM whenever a new contact is added in Nimble, ensuring no potential opportunity is missed. Plus, enrich new leads with AI!
What types of tasks can I perform by integrating Nimble with Close CRM?
Integrating Nimble with Close CRM allows you to perform various tasks, including:
Can I use custom fields from Nimble in my Close CRM workflows?
Yes! Latenode supports mapping custom fields, enabling seamless data transfer and highly tailored automation across Nimble and Close CRM.
Are there any limitations to the Nimble and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: