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Found 4 templates linked to integration "close-crm"
This template runs on a daily schedule, searches Close CRM for the leads that match your query, and updates status and custom fields. Use it for stale-lead flags, next-step dates, or any custom field you already keep in Close. Connect Close CRM. Put the Close API key on the Close CRM connection.
This template starts when Close posts an incoming SMS to a webhook, reads the message in JavaScript, loads the lead in Close, and forwards the text from your Twilio number. Connect Close and Twilio. Put the Twilio Account SID and Auth Token on the Twilio connection. Point Close SMS activities at the webhook URL.
This template starts when Close posts a custom activity to a webhook, loads the lead, and creates a Close task from the activity name, notes, and due date. JavaScript calls the Close API to create that task. Connect Close. Point Close activity events at the webhook URL. Put the Close API key on the Close connection, and in the JavaScript node that creates the task.
This template starts when Close posts a new meeting activity to a webhook, loads the lead, and creates a Close task from the meeting title, time, and notes. JavaScript calls the Close API to create that task. Connect Close. Point Close meeting activities at the webhook URL. Put the Close API key on the Close connection, and in the JavaScript node that creates the task.