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Automatically update Close CRM deals with rich media from Cloudinary using Latenode's visual editor. Scale lead engagement with personalized content, or bring your own AI logic for dynamic asset creation and benefit from affordable execution-based pricing.
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Create Close CRM to Cloudinary workflow
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Create a New Scenario to Connect Close CRM and Cloudinary
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 Cloudinary will be your first step. To do this, click "Choose an app," find Close CRM or Cloudinary, 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 Cloudinary Node
Next, click the plus (+) icon on the Close CRM node, select Cloudinary from the list of available apps, and choose the action you need from the list of nodes within Cloudinary.
Close CRM
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Cloudinary
Authenticate Cloudinary
Now, click the Cloudinary node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloudinary settings. Authentication allows you to use Cloudinary through Latenode.
Configure the Close CRM and Cloudinary 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 Cloudinary 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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Cloudinary
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Cloudinary, 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 Cloudinary integration works as expected. Depending on your setup, data should flow between Close CRM and Cloudinary (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Cloudinary + Google Drive: When a new lead is created in Close CRM, the automation uploads the lead's profile picture to Cloudinary, then saves it to Google Drive for backup.
Cloudinary + Close CRM + Slack: When new marketing images are uploaded to Cloudinary, the automation shares them in a Slack channel and updates the image links in the relevant Close CRM records.
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 Cloudinary
Automate image and video optimization with Cloudinary in Latenode. Resize, convert, and deliver media assets based on triggers or data from any app. Streamline content workflows by integrating Cloudinary’s powerful transformations directly into your automated processes, reducing manual work. Scale efficiently and pay only for execution time.
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How can I connect my Close CRM account to Cloudinary using Latenode?
To connect your Close CRM account to Cloudinary on Latenode, follow these steps:
Can I automatically upload new Close CRM lead images to Cloudinary?
Yes, using Latenode's visual editor, you can automate image uploads. Benefit from dynamic resizing and optimization, enhancing your leads' visual experience effortlessly.
What types of tasks can I perform by integrating Close CRM with Cloudinary?
Integrating Close CRM with Cloudinary allows you to perform various tasks, including:
How do I handle large image volumes in Close CRM using Latenode?
Latenode scales automatically to manage large image volumes. Process thousands of images without code, ensuring efficient workflow execution and data integrity.
Are there any limitations to the Close CRM and Cloudinary integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: