Paramount Acceptance and Close CRM Integration

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Automatically update Close CRM with payment statuses from Paramount Acceptance. Latenode's visual editor simplifies the setup, while its pricing based on execution time makes scaling this workflow affordable.

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Paramount Acceptance

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Paramount Acceptance and Close CRM

Create a New Scenario to Connect Paramount Acceptance 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 Paramount Acceptance, triggered by another scenario, or executed manually (for testing purposes). In most cases, Paramount Acceptance or Close CRM will be your first step. To do this, click "Choose an app," find Paramount Acceptance or Close CRM, and select the appropriate trigger to start the scenario.

Add the Paramount Acceptance Node

Select the Paramount Acceptance node from the app selection panel on the right.

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Paramount Acceptance

Configure the Paramount Acceptance

Click on the Paramount Acceptance node to configure it. You can modify the Paramount Acceptance URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Paramount Acceptance node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

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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.

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Configure the Paramount Acceptance 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.

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Close CRM Oauth 2.0

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Select an action *

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Run node once

Set Up the Paramount Acceptance and Close CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Paramount Acceptance, 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 Paramount Acceptance and Close CRM integration works as expected. Depending on your setup, data should flow between Paramount Acceptance and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Paramount Acceptance and Close CRM

Paramount Acceptance + Close CRM + QuickBooks: When a loan is approved (represented by a new member joining) in Paramount Acceptance, a new lead is created in Close CRM. Upon lead creation, an invoice is automatically created in QuickBooks.

Close CRM + Paramount Acceptance + Google Sheets: When a new lead is created in Close CRM, the details of the lead and their associated loan application status are logged into a Google Sheet for reporting and analysis. A prospect is created in Paramount Acceptance.

Paramount Acceptance and Close CRM integration alternatives

About Paramount Acceptance

Automate loan application processes with Paramount Acceptance in Latenode. Streamline credit checks and approvals by connecting Paramount to your CRM and database. Use Latenode's no-code tools and JavaScript functions to customize workflows, reduce manual data entry, and speed up decisions. Scale easily with Latenode's pay-by-execution pricing.

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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.

See how Latenode works

FAQ Paramount Acceptance and Close CRM

How can I connect my Paramount Acceptance account to Close CRM using Latenode?

To connect your Paramount Acceptance account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Paramount Acceptance and click on "Connect".
  • Authenticate your Paramount Acceptance and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Close CRM leads from Paramount Acceptance deals?

Yes, you can! Latenode lets you instantly create leads in Close CRM when a new deal appears in Paramount Acceptance, saving time. Use our visual editor and AI blocks for advanced lead enrichment.

What types of tasks can I perform by integrating Paramount Acceptance with Close CRM?

Integrating Paramount Acceptance with Close CRM allows you to perform various tasks, including:

  • Create new Close CRM contacts when a new customer is added in Paramount Acceptance.
  • Update Close CRM deal stages based on payment status changes in Paramount Acceptance.
  • Log Paramount Acceptance payment events as notes on Close CRM contact records.
  • Trigger automated email sequences in Close CRM after successful Paramount Acceptance transactions.
  • Synchronize customer data between Paramount Acceptance and Close CRM for reporting.

Can I use JavaScript with the Paramount Acceptance Close CRM integration?

Yes! Latenode allows you to use JavaScript code within your workflows for custom logic and data transformations between Paramount Acceptance and Close CRM.

Are there any limitations to the Paramount Acceptance and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript coding.
  • Real-time synchronization depends on the API rate limits of both Paramount Acceptance and Close CRM.
  • Custom field mappings need to be configured manually within Latenode's visual editor.

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