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Sync Ontraport contacts to Close CRM leads when deal stages change, triggering custom nurturing sequences. Latenode's visual editor and affordable execution pricing make complex sales automation easy and cost-effective.
Connect Ontraport and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Ontraport 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 Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or Close CRM will be your first step. To do this, click "Choose an app," find Ontraport or Close CRM, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport 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 Ontraport node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Ontraport
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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 Ontraport 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 Ontraport 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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Ontraport
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ontraport, 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 Ontraport and Close CRM integration works as expected. Depending on your setup, data should flow between Ontraport and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ontraport + Close CRM + Google Sheets: When a new contact is created in Ontraport, a corresponding lead is created in Close CRM. The details of this lead are then added as a new row in a Google Sheet for tracking marketing campaign performance.
Close CRM + Ontraport + Slack: When a new lead is created in Close CRM, the lead is automatically created or updated as a contact in Ontraport. Then, a Slack notification is sent to a designated channel to alert the team about the new lead.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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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 Ontraport account to Close CRM using Latenode?
To connect your Ontraport account to Close CRM on Latenode, follow these steps:
Can I automate lead creation from Ontraport to Close CRM?
Yes, you can! Latenode’s visual builder simplifies this. Automatically create Close CRM leads from new Ontraport contacts, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Ontraport with Close CRM?
Integrating Ontraport with Close CRM allows you to perform various tasks, including:
HowsecureistheOntraportCloseCRMintegrationonLatenode?
Latenodeemploysadvancedencryptionandsecurityprotocolstoprotectyourdata.EachintegrationusessecureAPIs,ensuringyourdata'sconfidentiality.
Are there any limitations to the Ontraport and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: