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Automatically create Close CRM leads from new RD Station conversions and nurture them with personalized messaging. Latenode's visual editor makes complex lead routing simple, while affordable execution-based pricing saves money as you scale your sales pipeline.
Connect RD Station and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Close CRM will be your first step. To do this, click "Choose an app," find RD Station or Close CRM, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station 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 RD Station node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
RD Station
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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 RD Station 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 RD Station 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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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, 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 RD Station and Close CRM integration works as expected. Depending on your setup, data should flow between RD Station and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Close CRM + Slack: When a new lead conversion occurs in RD Station, create a corresponding lead in Close CRM and then notify the sales team in Slack.
Close CRM + RD Station + Google Sheets: When a lead's status changes in Close CRM, update the lead's data in RD Station with a conversion event and log the update in a Google Sheet.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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 RD Station account to Close CRM using Latenode?
To connect your RD Station account to Close CRM on Latenode, follow these steps:
Can I automatically update leads in Close CRM from RD Station?
Yes, you can! Latenode's visual editor simplifies data synchronization, ensuring Close CRM always reflects the latest RD Station lead information. Improve sales efficiency and reduce manual data entry.
What types of tasks can I perform by integrating RD Station with Close CRM?
Integrating RD Station with Close CRM allows you to perform various tasks, including:
CanIuseRDStationdatato personalizeCloseCRMemails?
Yes, with Latenode you can. Use RD Station data to personalize Close CRM emails, improving engagement and conversion rates via dynamic content.
Are there any limitations to the RD Station and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: