Phantombuster and Close CRM Integration

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Automatically enrich Close CRM leads with Phantombuster data, like social profiles or company info. Latenode's visual editor and affordable pricing make scaling lead generation simple. Customize data mapping with JavaScript for perfect CRM alignment.

Swap Apps

Phantombuster

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Phantombuster and Close CRM

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

Add the Phantombuster Node

Select the Phantombuster node from the app selection panel on the right.

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Configure the Phantombuster

Click on the Phantombuster node to configure it. You can modify the Phantombuster 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 Phantombuster 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 Phantombuster 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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Select an action *

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The action ID

Run node once

Set Up the Phantombuster 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 Phantombuster, 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 Phantombuster and Close CRM integration works as expected. Depending on your setup, data should flow between Phantombuster 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 Phantombuster and Close CRM

Phantombuster + Close CRM + Slack: When Phantombuster finds new leads, it triggers the creation of a new lead in Close CRM. A notification is then sent to a designated Slack channel to inform the sales team of the new lead.

Close CRM + Phantombuster + LinkedIn: When a new lead is created in Close CRM, use Phantombuster to get LinkedIn profile data by ID for that lead. Then, update the lead's information in Close CRM with the data retrieved from LinkedIn.

Phantombuster and Close CRM integration alternatives

About Phantombuster

Automate web data extraction with Phantombuster in Latenode. Scrape social media, websites, and directories to enrich your workflows. Build scalable lead generation or market research processes by integrating Phantombuster's agents directly into Latenode's visual, no-code environment. Use Latenode’s flexible tools for data transformation and routing.

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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 Phantombuster and Close CRM

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

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

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

Can I automatically enrich leads with Phantombuster data?

Yes, you can! With Latenode, seamlessly enrich Close CRM leads using Phantombuster's scraping. Automate data population for better insights and targeted outreach, all without code.

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

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

  • Automatically adding scraped leads from Phantombuster to Close CRM.
  • Updating lead information in Close CRM based on Phantombuster data.
  • Triggering Close CRM activities when new leads are found by Phantombuster.
  • Creating personalized email sequences in Close CRM for Phantombuster leads.
  • Monitoring competitor data scraped by Phantombuster and updating Close CRM.

Can I use JavaScript with Phantombuster inside Latenode?

Yes! Latenode allows for custom JavaScript code. Integrate Phantombuster with advanced logic, parsing, and data transformation for unparalleled flexibility.

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

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

  • Phantombuster and Close CRM API limits still apply within Latenode.
  • Complex data transformations may require advanced JavaScript knowledge.
  • Real-time synchronization depends on API availability and workflow design.

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