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Automatically provision Close CRM access based on Okta user roles. Latenode's visual editor simplifies complex logic and scales affordably, ensuring seamless user management and access control across sales workflows.
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Create a New Scenario to Connect Okta 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 Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or Close CRM will be your first step. To do this, click "Choose an app," find Okta or Close CRM, and select the appropriate trigger to start the scenario.
Add the Okta Node
Select the Okta node from the app selection panel on the right.
Okta
Add the Close CRM Node
Next, click the plus (+) icon on the Okta node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Okta
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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 Okta 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 Okta 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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Okta
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Okta, 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 Okta and Close CRM integration works as expected. Depending on your setup, data should flow between Okta and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Okta + Close CRM + Slack: When a new user is created in Okta, a corresponding lead is created in Close CRM. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new lead.
Close CRM + Okta + Google Sheets: When a lead's status changes in Close CRM, a new user account is automatically created in Okta, and the lead's details are logged in a Google Sheet.
About Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable 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 Okta account to Close CRM using Latenode?
To connect your Okta account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM leads with Okta user data?
Yes, you can! Latenode's visual editor simplifies mapping Okta user attributes to Close CRM lead fields, keeping your sales team informed with zero coding. Scale with our robust platform.
What types of tasks can I perform by integrating Okta with Close CRM?
Integrating Okta with Close CRM allows you to perform various tasks, including:
CanIuseOktaattributechangesastriggersforCloseCRMworkflows?
Yes, Latenode allows you to trigger workflows based on Okta attribute changes. Tailor customer outreach with realtime data, without writing a single line of code.
Are there any limitations to the Okta and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: