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How to connect Close CRM and pdfFiller
Create a New Scenario to Connect Close CRM and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Close CRM or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Close CRM node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Close CRM and pdfFiller 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 pdfFiller 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, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Close CRM and pdfFiller (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 pdfFiller
pdfFiller + Google Drive + Close CRM: When a new filled form is submitted in pdfFiller, the document is downloaded and uploaded to Google Drive. Then, Close CRM is updated with the document link in the client's profile.
pdfFiller + Slack + Close CRM: When a new filled form is submitted in pdfFiller, a notification is sent to a Slack channel to alert the sales team. The corresponding lead in Close CRM is then updated with information from the filled form.
Close CRM and pdfFiller 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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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FAQ Close CRM and pdfFiller
How can I connect my Close CRM account to pdfFiller using Latenode?
To connect your Close CRM account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate contracts with Close CRM data?
Yes, you can! Latenode allows you to automatically populate pdfFiller templates using data from Close CRM, saving time and ensuring accuracy by eliminating manual data entry.
What types of tasks can I perform by integrating Close CRM with pdfFiller?
Integrating Close CRM with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts when a deal reaches a specific stage.
- Creating lead capture forms and adding new contacts to Close CRM.
- Updating contact information in Close CRM based on submitted forms.
- Sending personalized proposals directly from Close CRM opportunities.
- Archiving completed documents to a specified folder in cloud storage.
HowdoItriggerpdfFilleractionsbasedonnewCloseCRMopportunities?
Use Latenode's visual editor to create a workflow triggered by new Close CRM opportunities. Then add a pdfFiller action to generate documents.
Are there any limitations to the Close CRM and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in pdfFiller might require custom JavaScript.
- Large volumes of document generation may require a paid Latenode plan.
- Certain advanced pdfFiller features might not have direct Latenode blocks.
