Close CRM and Canva Integration

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Automatically generate personalized marketing visuals in Canva when new leads are added in Close CRM. Latenode’s visual editor combines no-code ease with JavaScript for advanced template logic, plus affordable per-execution pricing.

Swap Apps

Close CRM

Canva

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Canva

Create a New Scenario to Connect Close CRM and Canva

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 Canva will be your first step. To do this, click "Choose an app," find Close CRM or Canva, 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.

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Close CRM

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Connect Close CRM

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Run node once

Add the Canva Node

Next, click the plus (+) icon on the Close CRM node, select Canva from the list of available apps, and choose the action you need from the list of nodes within Canva.

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Authenticate Canva

Now, click the Canva node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Canva settings. Authentication allows you to use Canva through Latenode.

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Run node once

Configure the Close CRM and Canva Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Canva Oauth 2.0

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The action ID

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Run node once

Set Up the Close CRM and Canva 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 Close CRM, Canva, 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 Canva integration works as expected. Depending on your setup, data should flow between Close CRM and Canva (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 Canva

Close CRM + Canva + Slack: When a deal's status changes in Close CRM, a celebratory graphic is generated in Canva using the deal's details. This graphic is then shared in a designated Slack channel to celebrate the win.

Close CRM + Canva + Google Sheets: When marketing materials are created or updated in Canva, the system tracks lead conversion data in Close CRM. This data, along with details about the Canva design, is then logged in Google Sheets for performance analysis.

Close CRM and Canva 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.

Related categories

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.

See how Latenode works

FAQ Close CRM and Canva

How can I connect my Close CRM account to Canva using Latenode?

To connect your Close CRM account to Canva 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 Canva accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create personalized sales proposals?

Yes, you can! Latenode’s AI blocks allow you to generate unique proposals based on Close CRM data, instantly creating visually appealing designs in Canva. Save time and impress your leads.

What types of tasks can I perform by integrating Close CRM with Canva?

Integrating Close CRM with Canva allows you to perform various tasks, including:

  • Automatically generating branded marketing materials when a deal stage changes.
  • Creating personalized welcome packages for new clients directly from CRM data.
  • Designing sales presentation slides with updated data synced from Close CRM.
  • Generating social media posts to announce new deals and client wins.
  • Producing compelling case studies using client data and Canva templates.

How secure is my Close CRM data when using the Latenode integration?

Latenode employs robust security measures, including encryption and secure authentication, to protect your Close CRM data during all integrations.

Are there any limitations to the Close CRM and Canva integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Canva templates might require adjustments within Latenode’s visual editor.
  • The number of API calls to Close CRM and Canva is subject to their respective limits.
  • Real-time synchronization depends on the polling frequency set within the workflow.

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