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Automatically convert sales collateral to PDF using ConvertAPI, then attach it to new leads in Close CRM. Latenode's visual editor makes complex document workflows simple and affordable, scaling as your business grows with execution-based pricing.
Connect ConvertAPI and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect ConvertAPI and Close CRM
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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Close CRM will be your first step. To do this, click "Choose an app," find ConvertAPI or Close CRM, and select the appropriate trigger to start the scenario.
Add the ConvertAPI Node
Select the ConvertAPI node from the app selection panel on the right.
ConvertAPI
Configure the ConvertAPI
Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the ConvertAPI node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
ConvertAPI
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the ConvertAPI and Close CRM 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 ConvertAPI and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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ConvertAPI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ConvertAPI, Close CRM, 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 ConvertAPI and Close CRM integration works as expected. Depending on your setup, data should flow between ConvertAPI and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ConvertAPI + Close CRM + Google Sheets: When a file is converted using ConvertAPI, extract the relevant details. Then, find the corresponding lead in Close CRM based on shared identifiers (e.g., email). Finally, store both the converted file details and lead information in a Google Sheet for reporting and analysis.
Close CRM + ConvertAPI + Slack: When a deal closes in Close CRM, convert the related opportunity document using ConvertAPI. Then, send a notification to a designated Slack channel to inform the sales team about the closed deal and provide a link to the converted document.
About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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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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How can I connect my ConvertAPI account to Close CRM using Latenode?
To connect your ConvertAPI account to Close CRM on Latenode, follow these steps:
Can I automatically update leads after document conversion?
Yes, you can! Latenode's visual editor makes it easy to update Close CRM leads with converted document data from ConvertAPI, ensuring your CRM is always up-to-date with the latest information.
What types of tasks can I perform by integrating ConvertAPI with Close CRM?
Integrating ConvertAPI with Close CRM allows you to perform various tasks, including:
How do I handle large file conversions within Latenodeworkflows?
Latenode's robust architecture and scalable infrastructure ensure efficient handling of large files during ConvertAPI conversions, even in complex workflows.
Are there any limitations to the ConvertAPI and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: