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Automatically create or update Close CRM leads from ReachInbox messages. Use Latenode's visual editor to add custom logic and JavaScript functions for advanced data enrichment, then scale effortlessly thanks to affordable execution-based pricing.
Connect ReachInbox and Close CRM in minutes with Latenode.
Create ReachInbox to Close CRM workflow
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Create a New Scenario to Connect ReachInbox 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 ReachInbox, triggered by another scenario, or executed manually (for testing purposes). In most cases, ReachInbox or Close CRM will be your first step. To do this, click "Choose an app," find ReachInbox or Close CRM, and select the appropriate trigger to start the scenario.
Add the ReachInbox Node
Select the ReachInbox node from the app selection panel on the right.
ReachInbox
Configure the ReachInbox
Click on the ReachInbox node to configure it. You can modify the ReachInbox 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 ReachInbox node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
ReachInbox
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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 ReachInbox 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 ReachInbox 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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ReachInbox
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ReachInbox, 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 ReachInbox and Close CRM integration works as expected. Depending on your setup, data should flow between ReachInbox and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ReachInbox + Close CRM + Slack: When a new lead is added in ReachInbox, a corresponding lead record is created in Close CRM. Subsequently, a notification is sent to a designated Slack channel to alert the sales team about the new lead.
Close CRM + ReachInbox + Google Sheets: When a lead's status is changed in Close CRM, a personalized follow-up email is triggered in ReachInbox. Simultaneously, the lead's details and the new status are logged in a Google Sheets spreadsheet.
About ReachInbox
ReachInbox + Latenode: Automate cold outreach & personalize follow-ups at scale. Trigger campaigns from new leads, scraped data, or CRM updates. Latenode manages complex logic (filtering, scheduling, AI content creation) while ReachInbox handles email sending. Optimize deliverability and engagement in automated workflows.
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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 ReachInbox account to Close CRM using Latenode?
To connect your ReachInbox account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new ReachInbox replies?
Yes, you can! Latenode's visual editor makes this easy. Automate lead creation, saving time and ensuring no opportunity is missed by instantly converting engaged prospects.
What types of tasks can I perform by integrating ReachInbox with Close CRM?
Integrating ReachInbox with Close CRM allows you to perform various tasks, including:
HowsecureistheReachInboxintegrationwithCloseCRMonLatenode?
Latenode uses secure OAuth to connect ReachInbox and Close CRM, ensuring your credentials are never stored and data is transmitted safely.
Are there any limitations to the ReachInbox and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: