Close CRM and GoCanvas Integration

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Automatically update Close CRM with field data captured in GoCanvas mobile forms, streamlining lead management. Latenode’s visual editor and affordable execution pricing make advanced data workflows easier than ever.

Swap Apps

Close CRM

GoCanvas

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and GoCanvas

Create a New Scenario to Connect Close CRM and GoCanvas

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

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

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Authenticate GoCanvas

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

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Configure the Close CRM and GoCanvas 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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Run node once

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

Close CRM + GoCanvas + Slack: When a lead's status changes in Close CRM, a GoCanvas dispatch is created to gather project kickoff information. A Slack message is then sent to a specified channel to notify the team about the new project.

GoCanvas + Close CRM + Google Sheets: When a new submission is received in GoCanvas, the corresponding lead record is updated in Close CRM and a new row is added to Google Sheets, providing a comprehensive log of submissions and lead updates.

Close CRM and GoCanvas 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 GoCanvas

Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.

Related categories

See how Latenode works

FAQ Close CRM and GoCanvas

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

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

Can I automatically update Close CRM when GoCanvas forms are submitted?

Yes, you can! Latenode allows real-time updates to Close CRM based on GoCanvas form submissions. This eliminates manual data entry and ensures your CRM is always current, saving valuable time.

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

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

  • Create new Close CRM leads from submitted GoCanvas inspection forms.
  • Update opportunity stages based on GoCanvas completion status.
  • Trigger follow-up tasks in Close CRM after a GoCanvas form is approved.
  • Generate custom reports combining Close CRM data and GoCanvas results.
  • Send automated notifications for critical GoCanvas form submissions.

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

Latenode employs robust security measures, including encryption and access controls, ensuring the confidentiality and integrity of your Close CRM data.

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

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

  • Complex GoCanvas logic may require custom JavaScript code.
  • Real-time data sync depends on API availability.
  • Large data volumes may impact workflow execution time.

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