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Automatically enrich Close CRM leads with Ocean.io data for precise targeting. Latenode's visual editor and affordable pay-per-execution pricing make customizing lead qualification workflows easy, scaling them as your sales pipeline grows.
Connect Ocean.io and Close CRM in minutes with Latenode.
Create Ocean.io to Close CRM workflow
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Create a New Scenario to Connect Ocean.io 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 Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or Close CRM will be your first step. To do this, click "Choose an app," find Ocean.io or Close CRM, and select the appropriate trigger to start the scenario.
Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.
Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Ocean.io node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Ocean.io
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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 Ocean.io 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 Ocean.io 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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Ocean.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, 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 Ocean.io and Close CRM integration works as expected. Depending on your setup, data should flow between Ocean.io and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + Close CRM + Slack: When a new lead is created in Close CRM, triggered by data from Ocean.io, a notification is sent to a specified Slack channel to alert the sales team.
Close CRM + Ocean.io + Google Sheets: When a new lead is created in Close CRM, potentially sourced by Ocean.io data, the lead information is logged in a Google Sheet for reporting purposes.
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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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 Ocean.io account to Close CRM using Latenode?
To connect your Ocean.io account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from Ocean.io contacts?
Yes, you can! Latenode's visual editor simplifies creating leads, saving time. Automate lead creation and ensure no potential opportunity is missed, boosting sales efficiency.
What types of tasks can I perform by integrating Ocean.io with Close CRM?
Integrating Ocean.io with Close CRM allows you to perform various tasks, including:
How secure is integrating Ocean.io via Latenode?
Latenode uses advanced encryption and secure authentication methods to protect your data and ensure secure Ocean.io integration. Your data's safety is our priority.
Are there any limitations to the Ocean.io and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: