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How to connect Close CRM and Fotor
Create a New Scenario to Connect Close CRM and Fotor
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 Fotor will be your first step. To do this, click "Choose an app," find Close CRM or Fotor, 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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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 Fotor Node
Next, click the plus (+) icon on the Close CRM node, select Fotor from the list of available apps, and choose the action you need from the list of nodes within Fotor.
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Authenticate Fotor
Now, click the Fotor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fotor settings. Authentication allows you to use Fotor through Latenode.
Configure the Close CRM and Fotor 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 Fotor 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, Fotor, 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 Fotor integration works as expected. Depending on your setup, data should flow between Close CRM and Fotor (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 Fotor
Close CRM + Fotor + Slack: When a deal's status changes in Close CRM to 'Closed Won', a celebratory image featuring the client's logo is generated in Fotor and then posted to a designated Slack channel.
Fotor + Close CRM + Google Drive: When a user triggers the flow, a headshot is generated in Fotor. The headshot is then added to the contact's profile in Close CRM. Finally, the generated headshot is saved to a specified folder in Google Drive.
Close CRM and Fotor 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 Fotor
Automate image editing with Fotor in Latenode. Fix, enhance, or batch-process images as part of larger workflows. Great for e-commerce (product shots) or marketing (social media). Instead of manual edits, use Fotor's features inside Latenode and trigger them with events or schedules. Streamline design tasks and maintain brand consistency easily.
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See how Latenode works
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FAQ Close CRM and Fotor
How can I connect my Close CRM account to Fotor using Latenode?
To connect your Close CRM account to Fotor 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 Fotor accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate personalized sales materials?
Yes! Latenode lets you use Fotor to enhance Close CRM leads with visuals using AI. This saves time and improves engagement with prospect-specific, eye-catching content.
What types of tasks can I perform by integrating Close CRM with Fotor?
Integrating Close CRM with Fotor allows you to perform various tasks, including:
- Automatically generating profile pictures for new Close CRM leads.
- Creating visually appealing proposals using lead data and Fotor templates.
- Adding watermarks to sales documents with lead-specific information.
- Generating social media previews for deals in Close CRM.
- Creating personalized follow-up email visuals using Fotor's AI tools.
Can I trigger Fotor actions when a new deal is created in Close CRM?
Yes, you can! With Latenode, trigger Fotor to design custom marketing materials when new deals appear in Close CRM, automating key sales processes.
Are there any limitations to the Close CRM and Fotor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Fotor templates may require adjusting the data mapping in Latenode.
- Large-scale image processing in Fotor can consume significant workflow execution time.
- The integration relies on the stability of both the Close CRM and Fotor APIs.
