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How to connect Canny and Close CRM
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or Close CRM will be your first step. To do this, click "Choose an app," find Canny or Close CRM, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny 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 Canny 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 Canny 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 Canny 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 Canny, 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 Canny and Close CRM integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and Close CRM
Canny + Close CRM + Slack: When a new feature request is posted in Canny, a new lead is created in Close CRM. Then, a notification is sent to a designated Slack channel to alert the sales team.
Close CRM + Canny + Jira: When a deal is closed in Close CRM, search for relevant feedback in Canny. Based on the feedback found, create a new issue in Jira for the development team.
Canny and Close CRM integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and Close CRM
How can I connect my Canny account to Close CRM using Latenode?
To connect your Canny account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Canny feature requests?
Yes, you can! Latenode's visual editor makes this simple. Benefit: Streamline your sales follow-up based on direct customer feedback, improving conversion rates.
What types of tasks can I perform by integrating Canny with Close CRM?
Integrating Canny with Close CRM allows you to perform various tasks, including:
- Creating new leads in Close CRM from Canny posts with specific tags.
- Updating lead statuses in Close CRM based on Canny post voting activity.
- Sending notifications to Close CRM when a Canny feature request is completed.
- Adding notes to Close CRM leads with summaries of Canny feedback.
- Generating reports on customer feature requests to inform sales strategies.
HowdoesLatenodehandleCannydatafieldsthatdon'tmatchCloseCRMfields?
Latenode provides flexible data mapping and transformation tools. This ensures data compatibility between Canny and Close CRM, eliminating manual adjustments.
Are there any limitations to the Canny and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization may be subject to API rate limits of both platforms.
- Complex data transformations might require JavaScript knowledge.
- Attachments from Canny are not automatically transferred to Close CRM.
