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Automatically create Close CRM leads from new Notion database entries, keeping sales aligned with marketing. Latenode's visual editor makes complex logic simple, while affordable pricing lets you scale without cost concerns.
Connect Notion and Close CRM in minutes with Latenode.
Create Notion to Close CRM workflow
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Create a New Scenario to Connect Notion 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 Notion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Notion or Close CRM will be your first step. To do this, click "Choose an app," find Notion or Close CRM, and select the appropriate trigger to start the scenario.
Add the Notion Node
Select the Notion node from the app selection panel on the right.
Notion
Add the Close CRM Node
Next, click the plus (+) icon on the Notion node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Notion
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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 Notion 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 Notion 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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Notion
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Notion, 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 Notion and Close CRM integration works as expected. Depending on your setup, data should flow between Notion and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Notion + Slack: When a lead's status changes in Close CRM, a new project page is automatically created in Notion using data from the lead. A notification with a link to the Notion page is then sent to a designated Slack channel.
Close CRM + Google Sheets + Notion: When a deal stage is updated in Close CRM, the changes are automatically logged as a new row in a Google Sheet. This Google Sheet data is then reflected in a linked Notion database.
About Notion
Sync Notion databases with other apps via Latenode. Update records automatically based on triggers from your CRM, calendar, or payment systems. Create custom workflows to manage content, tasks, and project data. Automate updates across multiple platforms for streamlined processes and consistent information.
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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 Notion account to Close CRM using Latenode?
To connect your Notion account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new Notion entries?
Yes, you can! Latenode allows real-time lead creation using new Notion data. Ensure seamless data sync and accelerate your sales pipeline with efficient automation.
What types of tasks can I perform by integrating Notion with Close CRM?
Integrating Notion with Close CRM allows you to perform various tasks, including:
How does Latenode handle complex data transformations between Notion and Close CRM?
Latenode provides advanced data mapping and transformation tools. Easily customize data formats and logic using JavaScript or AI for flawless syncing.
Are there any limitations to the Notion and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: