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How to connect AI Agent and Contacts+
Create a New Scenario to Connect AI Agent and Contacts+
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 AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Contacts+ will be your first step. To do this, click "Choose an app," find AI Agent or Contacts+, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Contacts+ Node
Next, click the plus (+) icon on the AI Agent node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the AI Agent and Contacts+ 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 AI Agent and Contacts+ 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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Save and Activate the Scenario
After configuring AI Agent, Contacts+, 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 AI Agent and Contacts+ integration works as expected. Depending on your setup, data should flow between AI Agent and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Contacts+
Contacts+ + AI Agent + Google Sheets: When a new contact is added to Contacts+, an AI agent analyzes the contact's information. The analysis results are then logged in a Google Sheet.
Contacts+ + AI Agent + Slack: Upon adding a new contact in Contacts+, an AI agent enriches the contact's data. A summary of this enriched data is then sent to a specified Slack channel.
AI Agent and Contacts+ integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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See how Latenode works
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FAQ AI Agent and Contacts+
How can I connect my AI Agent account to Contacts+ using Latenode?
To connect your AI Agent account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich contact data with AI-generated insights?
Yes, using Latenode! Automatically analyze Contacts+ entries with AI Agent to add valuable insights. Improve segmentation and personalize outreach, enhancing overall contact management.
What types of tasks can I perform by integrating AI Agent with Contacts+?
Integrating AI Agent with Contacts+ allows you to perform various tasks, including:
- Automatically updating contact details based on AI-driven web research.
- Generating personalized email introductions using AI and contact information.
- Scoring leads in Contacts+ based on AI-analyzed online behavior.
- Creating summaries of interactions and adding them to contact notes.
- Identifying key decision-makers within a company using AI-powered analysis.
Can I use JavaScript code inside my AI Agent + Contacts+ automations?
Absolutely! Latenode allows you to integrate custom JavaScript code for advanced data manipulation, giving you complete control over your workflows.
Are there any limitations to the AI Agent and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of AI Agent and Contacts+ API apply based on your subscriptions.
- Complex AI Agent workflows may require significant processing time.
- Custom JavaScript code requires technical knowledge to implement effectively.
