ConvertAPI and Close CRM Integration

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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.

Swap Apps

ConvertAPI

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Close CRM

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.

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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.

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Run node once

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.

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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.

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Sign In

Run node once

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.

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The action ID

Run node once

Set Up the ConvertAPI and Close CRM 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 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.

Most powerful ways to connect ConvertAPI and Close CRM

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.

ConvertAPI and Close CRM integration alternatives

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.

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.

See how Latenode works

FAQ ConvertAPI and Close CRM

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically create Close CRM leads from converted documents.
  • Update Close CRM opportunities when new documents are generated.
  • Send converted files via Close CRM as attachments.
  • Trigger Close CRM actions based on ConvertAPI conversion status.
  • Archive converted documents and link them to Close CRM records.

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:

  • Complex document conversions may consume more Latenode resources.
  • Real-time updates in Close CRM depend on API rate limits.
  • Custom JavaScript code may be required for advanced data transformations.

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