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Sync leads between NoCRM and Close CRM automatically, saving time and preventing missed opportunities. Latenode's visual editor makes it easy to map fields and add custom JavaScript for complex logic, scaling affordably as your business grows.
Connect NoCRM and Close CRM in minutes with Latenode.
Create NoCRM to Close CRM workflow
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Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Close CRM will be your first step. To do this, click "Choose an app," find NoCRM or Close CRM, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the Close CRM Node
Next, click the plus (+) icon on the NoCRM node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
NoCRM
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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 NoCRM 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 NoCRM 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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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and Close CRM integration works as expected. Depending on your setup, data should flow between NoCRM and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Close CRM + Google Sheets: When a new lead is created in NoCRM, it is automatically created in Close CRM. The details of the lead are then logged in a Google Sheets spreadsheet for tracking and analysis.
Close CRM + NoCRM + Slack: When a lead's status changes in Close CRM to 'Closed Won', a follow-up task is automatically created in NoCRM. A notification is then sent to a designated Slack channel to inform the team about the closed deal and the new task.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM account to Close CRM using Latenode?
To connect your NoCRM account to Close CRM on Latenode, follow these steps:
Can I create leads in Close CRM from won NoCRM deals?
Yes, you can! Latenode lets you automatically create Close CRM leads from won deals in NoCRM. This eliminates manual entry and ensures your sales pipeline stays updated with qualified leads.
What types of tasks can I perform by integrating NoCRM with Close CRM?
Integrating NoCRM with Close CRM allows you to perform various tasks, including:
How can I automatically update NoCRM data from Close CRM activities?
Use Latenode's no-code blocks with custom JavaScript to reflect Close CRM engagement in NoCRM, providing a complete view of customer interactions.
Are there any limitations to the NoCRM and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: