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How to connect Close CRM and Recraft
Create a New Scenario to Connect Close CRM and Recraft
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 Recraft will be your first step. To do this, click "Choose an app," find Close CRM or Recraft, 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 Recraft Node
Next, click the plus (+) icon on the Close CRM node, select Recraft from the list of available apps, and choose the action you need from the list of nodes within Recraft.
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Authenticate Recraft
Now, click the Recraft node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recraft settings. Authentication allows you to use Recraft through Latenode.
Configure the Close CRM and Recraft 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 Recraft 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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Recraft
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, Recraft, 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 Recraft integration works as expected. Depending on your setup, data should flow between Close CRM and Recraft (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 Recraft
Close CRM + Recraft + Slack: When a new lead is added in Close CRM, Recraft generates a personalized image. This image is then sent to a specified Slack channel to notify the team.
Recraft + Close CRM + Google Sheets: When a new image is generated in Recraft, the details, including the associated Close CRM campaign and a link to the image, are recorded in a Google Sheet to track asset usage and effectiveness.
Close CRM and Recraft 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 Recraft
Automate visual asset creation with Recraft in Latenode. Generate and customize graphics directly within your workflows, connecting design to data and logic. Automatically resize, reformat, or personalize images based on database triggers or user inputs. Streamline marketing, content production, or e-commerce processes and ensure brand consistency.
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See how Latenode works
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FAQ Close CRM and Recraft
How can I connect my Close CRM account to Recraft using Latenode?
To connect your Close CRM account to Recraft 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 Recraft accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate personalized sales graphics?
Yes, you can! Latenode allows you to automate content creation with AI, using Close CRM data to generate personalized graphics in Recraft, saving time and improving engagement.
What types of tasks can I perform by integrating Close CRM with Recraft?
Integrating Close CRM with Recraft allows you to perform various tasks, including:
- Automatically creating personalized email banners for new Close CRM leads.
- Generating social media content to promote successful deal closures.
- Updating deal-related visuals in Recraft based on Close CRM deal stage.
- Creating custom sales presentation graphics with Close CRM opportunity data.
- Generating visuals for internal reports using Close CRM sales performance metrics.
HowsecureisCloseCRMintegrationonLatenode?
Latenode employs industry-standard security measures, including encryption and secure authentication protocols, to protect your Close CRM data during integration.
Are there any limitations to the Close CRM and Recraft integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set in the workflow.
- Complex data transformations might require custom JavaScript code.
- Rate limits imposed by Close CRM and Recraft API apply.
