How to connect Close CRM and CloudConvert
Create a New Scenario to Connect Close CRM and CloudConvert
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 CloudConvert will be your first step. To do this, click "Choose an app," find Close CRM or CloudConvert, 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.

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

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Authenticate CloudConvert
Now, click the CloudConvert node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudConvert settings. Authentication allows you to use CloudConvert through Latenode.
Configure the Close CRM and CloudConvert 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 CloudConvert 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, CloudConvert, 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 CloudConvert integration works as expected. Depending on your setup, data should flow between Close CRM and CloudConvert (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 CloudConvert
Close CRM + CloudConvert + Google Drive: When a lead's status changes in Close CRM, their associated quote is converted to PDF using CloudConvert and then saved to a designated folder in Google Drive.
Close CRM + CloudConvert + Slack: When a lead's status changes in Close CRM, the associated quote is converted to PDF using CloudConvert, and a message is sent to a Slack channel notifying the sales team.
Close CRM and CloudConvert 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 CloudConvert
Need to convert files as part of your automation? Integrate CloudConvert into Latenode to automatically transform documents, images, audio, and video formats. Automate media processing workflows, optimize file sizes for storage, and ensure compatibility across platforms—all within Latenode's visual, scalable environment.
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See how Latenode works
FAQ Close CRM and CloudConvert
How can I connect my Close CRM account to CloudConvert using Latenode?
To connect your Close CRM account to CloudConvert 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 CloudConvert accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I convert new Close CRM lead attachments to PDFs?
Yes, you can! With Latenode, automatically convert attachments from new leads in Close CRM to PDFs using CloudConvert, ensuring standardized documents and streamlined data processing.
What types of tasks can I perform by integrating Close CRM with CloudConvert?
Integrating Close CRM with CloudConvert allows you to perform various tasks, including:
- Automatically converting prospect documents to a unified format.
- Creating workflows that archive leads alongside converted files.
- Compressing large media files associated with Close CRM opportunities.
- Optimizing images attached to Close CRM contacts for web use.
- Extracting text from scanned documents added to Close CRM deals.
Can I trigger file conversions based on Close CRM deal stages?
Yes! Latenode allows you to trigger CloudConvert based on Close CRM deal stages, automating document processing based on sales pipeline movement.
Are there any limitations to the Close CRM and CloudConvert integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file conversions may consume significant workflow execution time.
- Complex conversion requirements may necessitate custom JavaScript steps.
- The integration is subject to the API limits of both Close CRM and CloudConvert.