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Automatically update Close CRM with personalized banners generated in Generatebanners, ensuring sales teams always have the latest visuals. Latenode’s visual editor and affordable pricing make this dynamic content automation easy to build and scale without code, while using any API.
Connect Generatebanners and Close CRM in minutes with Latenode.
Create Generatebanners to Close CRM workflow
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Create a New Scenario to Connect Generatebanners 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 Generatebanners, triggered by another scenario, or executed manually (for testing purposes). In most cases, Generatebanners or Close CRM will be your first step. To do this, click "Choose an app," find Generatebanners or Close CRM, and select the appropriate trigger to start the scenario.
Add the Generatebanners Node
Select the Generatebanners node from the app selection panel on the right.
Generatebanners
Configure the Generatebanners
Click on the Generatebanners node to configure it. You can modify the Generatebanners 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 Generatebanners node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Generatebanners
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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 Generatebanners 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 Generatebanners 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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Generatebanners
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Generatebanners, 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 Generatebanners and Close CRM integration works as expected. Depending on your setup, data should flow between Generatebanners and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Generatebanners + Slack: When a deal closes in Close CRM, a congratulatory banner is automatically generated and posted in a specified Slack channel to celebrate the team's success.
Close CRM + Generatebanners + Mailchimp: When a lead converts in Close CRM, a personalized banner is created with Generatebanners, and then sent via Mailchimp as a welcome email to the new customer.
About Generatebanners
Use Generatebanners in Latenode to automate dynamic banner creation for ads or social media. Generate visuals based on data from your CRM, database, or spreadsheets. Update campaigns in real-time, triggered by events. Latenode's flexible logic and API tools let you customize banner generation, avoiding manual design updates and scaling your output.
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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 Generatebanners account to Close CRM using Latenode?
To connect your Generatebanners account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM contacts with new banner designs?
Yes, you can! Latenode allows automated workflows, instantly updating Close CRM with fresh Generatebanners visuals for personalized outreach and improved sales engagement.
What types of tasks can I perform by integrating Generatebanners with Close CRM?
Integrating Generatebanners with Close CRM allows you to perform various tasks, including:
How can I use variables from Close CRM in my Generatebanners designs?
Using Latenode, pass Close CRM data to Generatebanners via variables, enabling dynamic banner personalization for each lead, increasing engagement rates.
Are there any limitations to the Generatebanners and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: