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Automatically generate personalized documents from Close CRM data using PDF.co. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing makes document automation truly scalable.
Connect PDF.co and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect PDF.co 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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Close CRM will be your first step. To do this, click "Choose an app," find PDF.co or Close CRM, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the Close CRM Node
Next, click the plus (+) icon on the PDF.co node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
PDF.co
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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 PDF.co 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 PDF.co 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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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, 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 PDF.co and Close CRM integration works as expected. Depending on your setup, data should flow between PDF.co and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDF.co + Google Drive + Close CRM: When a PDF document is processed by PDF.co, it is automatically archived in a designated folder in Google Drive. Upon successful archival, the corresponding lead in Close CRM is updated with the document's location.
Close CRM + PDF.co + PandaDoc: When a deal closes in Close CRM, a personalized thank you letter is generated using PDF.co by converting a document. The generated letter is then sent to the client via PandaDoc.
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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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 PDF.co account to Close CRM using Latenode?
To connect your PDF.co account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM deals from parsed PDF invoices?
Yes, you can! Latenode enables parsing PDF invoices with PDF.co and automatically updating deal stages in Close CRM, streamlining your sales processes without manual data entry.
What types of tasks can I perform by integrating PDF.co with Close CRM?
Integrating PDF.co with Close CRM allows you to perform various tasks, including:
How do I handle errors when processing PDFs on Latenode?
Latenode offers robust error handling. Use "Try/Catch" blocks for PDF.co operations to manage failures and trigger alternative flows automatically.
Are there any limitations to the PDF.co and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: