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Automatically enrich Close CRM leads by using AI GPT Router to analyze customer data. Latenode's visual editor and affordable pricing make AI-powered lead qualification simple, scalable, and customizable with JavaScript.
Connect AI GPT Router and Close CRM in minutes with Latenode.
Create AI GPT Router to Close CRM workflow
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AI GPT Router
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Create a New Scenario to Connect AI GPT Router 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 AI GPT Router, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI GPT Router or Close CRM will be your first step. To do this, click "Choose an app," find AI GPT Router or Close CRM, and select the appropriate trigger to start the scenario.
Add the AI GPT Router Node
Select the AI GPT Router node from the app selection panel on the right.
AI GPT Router
Configure the AI GPT Router
Click on the AI GPT Router node to configure it. You can modify the AI GPT Router 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 AI GPT Router node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
AI GPT Router
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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 AI GPT Router 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 AI GPT Router 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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AI GPT Router
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI GPT Router, 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 AI GPT Router and Close CRM integration works as expected. Depending on your setup, data should flow between AI GPT Router and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + AI GPT Router + Google Sheets: When a lead's status changes in Close CRM, use AI to analyze recent lead activities and extract insights. Then, log these insights, along with lead information, into a Google Sheet for reporting.
Close CRM + AI GPT Router + Slack: When a deal reaches a specific stage in Close CRM, automatically generate a personalized sales message using an AI model and send it to a designated Slack channel to notify the sales team.
About AI GPT Router
Use AI GPT Router in Latenode to intelligently route and process text. Automate content summarization, sentiment analysis, or language translation based on custom criteria. Chain AI tasks with no-code tools, APIs, and file parsing nodes. Scale complex AI workflows easily with prompt-driven logic and affordable, execution-based pricing.
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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 AI GPT Router account to Close CRM using Latenode?
To connect your AI GPT Router account to Close CRM on Latenode, follow these steps:
Can I automatically enrich Close CRM leads with AI insights?
Yes, using Latenode. Automatically analyze lead data with AI GPT Router and update Close CRM, improving lead qualification and sales efficiency with AI-driven data enrichment.
What types of tasks can I perform by integrating AI GPT Router with Close CRM?
Integrating AI GPT Router with Close CRM allows you to perform various tasks, including:
What AI GPT Router models can I use within a Latenode workflow?
Latenode supports any model accessible via AI GPT Router's API, offering flexibility for custom AI-driven CRM enhancements and automations.
Are there any limitations to the AI GPT Router and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: