Close CRM and iLovePDF Integration

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Automatically update Close CRM with signed contracts. Latenode’s visual editor connects Close CRM and iLovePDF, simplifying document workflows. Scale automations affordably using execution-based pricing, not per-step costs.

Swap Apps

Close CRM

iLovePDF

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and iLovePDF

Create a New Scenario to Connect Close CRM and iLovePDF

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

Sign In
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Run node once

Add the iLovePDF Node

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

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Close CRM

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iLovePDF

Authenticate iLovePDF

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

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Close CRM

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iLovePDF

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Connect iLovePDF

Sign In
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Run node once

Configure the Close CRM and iLovePDF 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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iLovePDF

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Connect iLovePDF

iLovePDF Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the Close CRM and iLovePDF 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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iLovePDF

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, iLovePDF, 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 iLovePDF integration works as expected. Depending on your setup, data should flow between Close CRM and iLovePDF (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 iLovePDF

Close CRM + iLovePDF + Google Drive: When a lead's status changes in Close CRM, the attached contract is retrieved, converted to PDF/A using iLovePDF for long-term archiving, and then saved to a specified folder in Google Drive.

Close CRM + Slack + iLovePDF: When a lead's status changes in Close CRM, convert the contract to PDF using iLovePDF. Then, notify the sales team in Slack with a message, and finally, update the lead's record in Close CRM with a link to the converted PDF.

Close CRM and iLovePDF 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 iLovePDF

Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.

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FAQ Close CRM and iLovePDF

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

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

Can I automatically archive proposals in Close CRM as PDF/A?

Yes, using Latenode you can automate PDF/A archiving. This ensures long-term document preservation directly from Close CRM, maintaining compliance and easy access.

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

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

  • Automatically converting new lead documents to PDF.
  • Merging contact information into contract templates.
  • Compressing large proposals before sending them via email.
  • Splitting multi-page documents based on deal stages.
  • Adding watermarks to sensitive documents for security.

How can I parse data from invoices attached to Close CRM deals?

Use Latenode's AI-powered parsing to extract data from invoices, updating Close CRM deal details instantly and accurately.

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

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

  • iLovePDF's free tier has usage limits that may affect high-volume workflows.
  • Complex PDF forms may require custom JavaScript for optimal data extraction.
  • Real-time updates depend on the polling interval set within Latenode.

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