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Sync new NocoDB records to Close CRM as leads, automating sales outreach. Latenode’s visual editor lets you customize the data flow, adding custom JavaScript logic, while scaling affordably by paying only for execution time.
Connect NocoDB and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect NocoDB 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 NocoDB, triggered by another scenario, or executed manually (for testing purposes). In most cases, NocoDB or Close CRM will be your first step. To do this, click "Choose an app," find NocoDB or Close CRM, and select the appropriate trigger to start the scenario.
Add the NocoDB Node
Select the NocoDB node from the app selection panel on the right.
NocoDB
Add the Close CRM Node
Next, click the plus (+) icon on the NocoDB node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
NocoDB
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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 NocoDB 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 NocoDB 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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NocoDB
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NocoDB, 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 NocoDB and Close CRM integration works as expected. Depending on your setup, data should flow between NocoDB and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NocoDB + Close CRM + Slack: When a new record is created in NocoDB (representing a lead), a new lead is created in Close CRM, and a notification is sent to a Slack channel to alert the sales team.
Close CRM + NocoDB + Google Sheets: When a lead's status changes in Close CRM, a new row is created in NocoDB to log the sales activity, and the same data is saved to Google Sheets for analysis.
About NocoDB
Use NocoDB as a database backend inside Latenode to create flexible, custom apps without code. Trigger automated workflows based on NocoDB data changes, like new records or updates. Streamline data entry, automate reporting, and connect your database to any API. Build scalable solutions visually inside Latenode.
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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 NocoDB account to Close CRM using Latenode?
To connect your NocoDB account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new NocoDB entries?
Yes, you can! Latenode enables this automation, instantly creating leads in Close CRM when new data is added to NocoDB, saving you valuable time and improving data accuracy.
What types of tasks can I perform by integrating NocoDB with Close CRM?
Integrating NocoDB with Close CRM allows you to perform various tasks, including:
How does Latenode handle data transformations between NocoDB and Close CRM?
Latenode provides flexible data mapping, custom JavaScript functions, and AI-powered data transformations to seamlessly convert data between NocoDB and Close CRM.
Are there any limitations to the NocoDB and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: