Creatomate and Close CRM Integration

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Automatically generate personalized video content in Creatomate when new leads are added to Close CRM. Latenode’s visual editor makes complex automations simple. Customize further with JavaScript and scale affordably.

Swap Apps

Creatomate

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Creatomate and Close CRM

Create a New Scenario to Connect Creatomate 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 Creatomate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Creatomate or Close CRM will be your first step. To do this, click "Choose an app," find Creatomate or Close CRM, and select the appropriate trigger to start the scenario.

Add the Creatomate Node

Select the Creatomate node from the app selection panel on the right.

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Creatomate

Configure the Creatomate

Click on the Creatomate node to configure it. You can modify the Creatomate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Creatomate

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Connect Creatomate

Sign In

Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Creatomate 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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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.

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Creatomate

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Close CRM

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Sign In

Run node once

Configure the Creatomate 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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Close CRM Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Creatomate 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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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Creatomate, 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 Creatomate and Close CRM integration works as expected. Depending on your setup, data should flow between Creatomate 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 Creatomate and Close CRM

Creatomate + Google Sheets + Close CRM: When a new video render is completed in Creatomate, its details are logged in Google Sheets. Then, a lead is created or updated in Close CRM with information about the video.

Close CRM + Creatomate + Slack: When a deal is won in Close CRM (Lead Status Changed), a personalized video is generated with Creatomate using lead data, and a notification with the video details is sent to a designated Slack channel.

Creatomate and Close CRM integration alternatives

About Creatomate

Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.

Related categories

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 Creatomate and Close CRM

How can I connect my Creatomate account to Close CRM using Latenode?

To connect your Creatomate account to Close CRM on Latenode, follow these steps:

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

Can I automatically generate personalized video content for new Close CRM leads?

Yes, you can! Latenode lets you automate video creation in Creatomate from Close CRM data. Deliver custom onboarding or sales videos, boosting engagement using a low-code visual builder.

What types of tasks can I perform by integrating Creatomate with Close CRM?

Integrating Creatomate with Close CRM allows you to perform various tasks, including:

  • Automatically creating personalized welcome videos for new Close CRM leads.
  • Updating Creatomate projects when deals reach a certain stage in Close CRM.
  • Generating video reports in Creatomate based on Close CRM sales data.
  • Triggering video ad campaigns in Creatomate from Close CRM contact segments.
  • Creating dynamic video proposals using Close CRM opportunity information.

How do I handle complex Creatomate video logic inside my Latenode workflow?

Use Latenode's JavaScript blocks to implement custom logic or connect to external APIs, adding advanced video controls to Creatomate workflows.

Are there any limitations to the Creatomate and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the APIs of both services.
  • Complex video templates in Creatomate might require advanced setup.
  • API rate limits of Creatomate and Close CRM may affect high-volume automations.

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