Close CRM and AI Agent Integration

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Automatically enrich Close CRM leads using AI Agent analysis of web data, social profiles, and news. Latenode's visual editor and affordable execution pricing make scaling lead qualification easy. Refine prompts and logic using JavaScript for hyper-relevant insights.

Swap Apps

Close CRM

AI Agent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and AI Agent

Create a New Scenario to Connect Close CRM and AI Agent

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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or AI Agent will be your first step. To do this, click "Choose an app," find Close CRM or AI Agent, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the AI Agent Node

Next, click the plus (+) icon on the Close CRM node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.

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Close CRM

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AI Agent

Authenticate AI Agent

Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.

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Close CRM

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AI Agent

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Connect AI Agent

Sign In

Run node once

Configure the Close CRM and AI Agent Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Select an action *

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The action ID

Run node once

Set Up the Close CRM and AI Agent 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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AI Anthropic Claude 3

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AI Agent

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Iterator

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Save and Activate the Scenario

After configuring Close CRM, AI Agent, 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 Close CRM and AI Agent integration works as expected. Depending on your setup, data should flow between Close CRM and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and AI Agent

Close CRM + AI Agent + Slack: When a lead's status changes in Close CRM, an AI Agent summarizes the lead's activities. The summary is then sent to a designated Slack channel.

Close CRM + AI Agent + Google Sheets: When a new lead is created in Close CRM, the AI Agent analyzes the lead's information. The results of the analysis, indicating qualified opportunities, are then added as a new row to a Google Sheet.

Close CRM and AI Agent integration alternatives

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.

Related categories

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.

See how Latenode works

FAQ Close CRM and AI Agent

How can I connect my Close CRM account to AI Agent using Latenode?

To connect your Close CRM account to AI Agent on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and AI Agent accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically summarize Close CRM leads using AI?

Yes, you can! With Latenode, automatically summarize Close CRM leads and opportunities using AI Agent. This enhances lead insights, improving prioritization and follow-up strategies.

What types of tasks can I perform by integrating Close CRM with AI Agent?

Integrating Close CRM with AI Agent allows you to perform various tasks, including:

  • Automatically generate personalized email drafts for Close CRM leads.
  • Analyze customer sentiment from Close CRM interactions using AI Agent.
  • Enrich lead data in Close CRM with insights extracted by AI Agent.
  • Create automated follow-up tasks based on AI Agent's analysis.
  • Update deal stages in Close CRM based on AI Agent's predictions.

Does Latenode support custom fields from Close CRM to AI Agent?

Yes, Latenode supports custom fields. This enables you to include all relevant Close CRM data when interacting with AI Agent, ensuring tailored AI insights.

Are there any limitations to the Close CRM and AI Agent integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by Close CRM and AI Agent APIs may affect performance.
  • Complex workflows with many steps may require more processing time.
  • AI Agent's analysis is limited by the quality of data provided from Close CRM.

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