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How to connect Fotor and Close CRM
Create a New Scenario to Connect Fotor 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 Fotor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fotor or Close CRM will be your first step. To do this, click "Choose an app," find Fotor or Close CRM, and select the appropriate trigger to start the scenario.
Add the Fotor Node
Select the Fotor node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Fotor 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.
Configure the Fotor 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 Fotor 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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Save and Activate the Scenario
After configuring Fotor, 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 Fotor and Close CRM integration works as expected. Depending on your setup, data should flow between Fotor 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 Fotor and Close CRM
Fotor + Slack + Close CRM: When a new client photo is created in Fotor, a message is sent to the sales team in Slack with the photo attached. The sales team can then use the photo to update the client's profile in Close CRM.
Close CRM + Fotor + Google Drive: When a deal is closed in Close CRM, a thank you image is automatically generated using Fotor and saved to Google Drive for client records.
Fotor and Close CRM integration alternatives
About Fotor
Automate image editing with Fotor in Latenode. Fix, enhance, or batch-process images as part of larger workflows. Great for e-commerce (product shots) or marketing (social media). Instead of manual edits, use Fotor's features inside Latenode and trigger them with events or schedules. Streamline design tasks and maintain brand consistency easily.
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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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See how Latenode works
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FAQ Fotor and Close CRM
How can I connect my Fotor account to Close CRM using Latenode?
To connect your Fotor account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fotor and click on "Connect".
- Authenticate your Fotor and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Close CRM leads with Fotor-edited profile pictures?
Yes, you can! Latenode lets you automate this easily. When a profile pic is edited in Fotor, it instantly updates in Close CRM, ensuring consistent and professional lead profiles, saving you time.
What types of tasks can I perform by integrating Fotor with Close CRM?
Integrating Fotor with Close CRM allows you to perform various tasks, including:
- Automatically update lead profile pictures in Close CRM after editing in Fotor.
- Create new Close CRM leads whenever a Fotor design project is completed.
- Send personalized thank you notes with Fotor-created images to new Close CRM leads.
- Track Fotor design project completion status and update corresponding Close CRM opportunity stages.
- Generate and store contact sheet images from Fotor in Close CRM lead records.
HowsecureistheFotorintegrationwithCloseCRMonLatenode?
Latenodeemploysrobustsecuritymeasurestoprotectyourdata. WeuseencryptionandsecureauthenticationmethodstoensureasafeintegrationofFotorandCloseCRM.
Are there any limitations to the Fotor and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Fotor projects with numerous layers may affect processing time.
- Real-time updates depend on API availability and rate limits for both apps.
- Custom data mapping beyond standard fields requires JavaScript coding.
