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How to connect Soax and Close CRM
Create a New Scenario to Connect Soax 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 Soax, triggered by another scenario, or executed manually (for testing purposes). In most cases, Soax or Close CRM will be your first step. To do this, click "Choose an app," find Soax or Close CRM, and select the appropriate trigger to start the scenario.
Add the Soax Node
Select the Soax node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Soax 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.
Configure the Soax 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 Soax 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Soax, 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 Soax and Close CRM integration works as expected. Depending on your setup, data should flow between Soax 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 Soax and Close CRM
Soax + Close CRM + Slack: When a new lead is created in Close CRM, the automation uses Soax to search for the lead's location based on provided information. If a location is found, a notification is sent to a specified Slack channel with the lead's details and location information.
Close CRM + Soax + Google Sheets: When a lead is created in Close CRM, the automation uses Soax to search for location insights related to the lead. The lead data from Close CRM, enriched with the location insights from Soax, is then added as a new row to a Google Sheet for reporting purposes.
Soax and Close CRM integration alternatives
About Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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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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FAQ Soax and Close CRM
How can I connect my Soax account to Close CRM using Latenode?
To connect your Soax account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Soax and click on "Connect".
- Authenticate your Soax and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Close CRM leads with Soax proxy data?
Yes, you can! Latenode's visual editor makes it easy to enrich Close CRM leads with Soax proxy data, improving lead quality and segmentation for targeted outreach.
What types of tasks can I perform by integrating Soax with Close CRM?
Integrating Soax with Close CRM allows you to perform various tasks, including:
- Automatically adding new leads from Soax to Close CRM.
- Updating Close CRM contact details based on Soax data.
- Triggering Close CRM tasks when a Soax proxy is activated.
- Segmenting Close CRM leads based on Soax geolocation data.
- Creating automated reports combining Soax and Close CRM data.
How do I handle Soax proxy authentication errors on Latenode?
Latenode provides detailed error logs and allows custom error handling via JavaScript, ensuring robust automation even with complex integrations.
Are there any limitations to the Soax and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the Soax and Close CRM API rate limits.
- Complex data transformations may require JavaScript knowledge.
- Large data volumes might affect workflow execution speed.
