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Automatically update Close CRM contacts from spreadsheet conversions using Converter. Latenode's visual editor simplifies data mapping, while affordable execution-based pricing ensures cost-effective automation.
Connect Converter and Close CRM in minutes with Latenode.
Create Converter to Close CRM workflow
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Converter
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Create a New Scenario to Connect Converter 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 Converter, triggered by another scenario, or executed manually (for testing purposes). In most cases, Converter or Close CRM will be your first step. To do this, click "Choose an app," find Converter or Close CRM, and select the appropriate trigger to start the scenario.
Add the Converter Node
Select the Converter node from the app selection panel on the right.
Converter
Configure the Converter
Click on the Converter node to configure it. You can modify the Converter 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 Converter node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Converter
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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 Converter 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 Converter 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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Converter
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Converter, 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 Converter and Close CRM integration works as expected. Depending on your setup, data should flow between Converter and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Converter + Email: When a new lead is created in Close CRM, the associated documents are converted to a specified format. Subsequently, a confirmation email is sent to the lead, acknowledging the receipt of their information.
Close CRM + Converter + Google Drive: When a lead's status changes in Close CRM, associated documents are converted to PDF format. These converted documents are then stored in a designated folder within Google Drive for archival purposes.
About Converter
Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.
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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 Converter account to Close CRM using Latenode?
To connect your Converter account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM contacts after a conversion?
Yes, you can! Latenode automates this, instantly updating contact details in Close CRM post-conversion from Converter. Benefit: always have accurate sales data.
What types of tasks can I perform by integrating Converter with Close CRM?
Integrating Converter with Close CRM allows you to perform various tasks, including:
How does Latenode handle large Converter datasets efficiently?
Latenode uses optimized data streaming and processing, managing large Converter datasets without performance bottlenecks, even at scale.
Are there any limitations to the Converter and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: