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How to connect Close CRM and Canny
Create a New Scenario to Connect Close CRM and Canny
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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Canny will be your first step. To do this, click "Choose an app," find Close CRM or Canny, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Canny Node
Next, click the plus (+) icon on the Close CRM node, select Canny from the list of available apps, and choose the action you need from the list of nodes within Canny.
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Authenticate Canny
Now, click the Canny node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Canny settings. Authentication allows you to use Canny through Latenode.
Configure the Close CRM and Canny 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 Close CRM and Canny 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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Canny
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Trigger on Webhook
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Close CRM
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Canny, 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 Close CRM and Canny integration works as expected. Depending on your setup, data should flow between Close CRM and Canny (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Canny
Canny + Slack + Close CRM: When a new feature request is created in Canny, a notification is sent to a dedicated Slack channel. This ensures the Close CRM team is immediately aware of new user feedback.
Canny + Jira + Close CRM: When a feature request in Canny receives a certain number of votes, a new issue is automatically created in Jira for the engineering team to review. This helps prioritize development based on user feedback, using Close CRM to search for existing leads associated with the feature request.
Close CRM and Canny integration alternatives
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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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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See how Latenode works
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FAQ Close CRM and Canny
How can I connect my Close CRM account to Canny using Latenode?
To connect your Close CRM account to Canny on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Canny accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Canny posts from new Close CRM leads?
Yes, you can! Latenode's visual editor makes it easy to trigger Canny post creation from new Close CRM leads. This ensures all your sales feedback is captured.
What types of tasks can I perform by integrating Close CRM with Canny?
Integrating Close CRM with Canny allows you to perform various tasks, including:
- Create new Canny feature requests from won Close CRM opportunities.
- Update Close CRM leads when feedback is added to Canny posts.
- Sync Close CRM contact data to Canny as user properties.
- Send Slack alerts for top-voted Canny posts related to key Close CRM accounts.
- Automatically close Canny feature requests when deals are won in Close CRM.
How do I handle errors when integrating Close CRM with Canny?
Latenode provides detailed error logs and notifications, ensuring you can quickly identify and resolve issues in your Close CRM and Canny workflows.
Are there any limitations to the Close CRM and Canny integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Close CRM and Canny APIs may affect high-volume workflows.
- Complex data transformations might require custom JavaScript code.
- Certain advanced Canny features may not be directly supported.
