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Automatically generate branded marketing materials in Canva from new Close CRM leads, then easily customize and scale your automation with JavaScript if needed on Latenode's visual platform.
Connect Canva and Close CRM in minutes with Latenode.
Create Canva to Close CRM workflow
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Automate your workflow
Swap Apps
Canva
Close CRM
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Create a New Scenario to Connect Canva 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 Canva, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canva or Close CRM will be your first step. To do this, click "Choose an app," find Canva or Close CRM, and select the appropriate trigger to start the scenario.
Add the Canva Node
Select the Canva node from the app selection panel on the right.
Canva
Add the Close CRM Node
Next, click the plus (+) icon on the Canva node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Canva
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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 Canva 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 Canva 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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Canva
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Canva, 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 Canva and Close CRM integration works as expected. Depending on your setup, data should flow between Canva and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Canva + Slack: When a deal closes in Close CRM, a celebratory graphic is automatically generated in Canva using a pre-defined template, and then shared in a dedicated Slack channel to notify the team.
Close CRM + Canva + Google Drive: When a lead reaches a specific stage in Close CRM, a personalized presentation is generated in Canva using a template and lead data, and then saved to Google Drive for easy sharing with the lead.
About Canva
Automate content creation with Canva in Latenode. Generate designs on demand, populated with data from your databases or triggered by events. Forget manual updates; connect Canva to your workflows for dynamic marketing materials, reports, or social media content. Latenode's visual editor and flexible nodes simplify design automation.
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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 Canva account to Close CRM using Latenode?
To connect your Canva account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM contact profile pictures from Canva designs?
Yes, you can! Latenode allows you to automate image creation in Canva and then directly update Close CRM contacts, ensuring a visually consistent and professional CRM. Leverage AI to enhance designs further.
What types of tasks can I perform by integrating Canva with Close CRM?
Integrating Canva with Close CRM allows you to perform various tasks, including:
Can I use custom JavaScript code to enhance Canva designs in Latenode?
Yes! Latenode allows incorporating custom JavaScript to dynamically adjust Canva designs based on Close CRM data, offering unmatched design control and personalization.
Are there any limitations to the Canva and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: