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How to connect Close CRM and AI: Minimax
Create a New Scenario to Connect Close CRM and AI: Minimax
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: Minimax will be your first step. To do this, click "Choose an app," find Close CRM or AI: Minimax, 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.
Add the AI: Minimax Node
Next, click the plus (+) icon on the Close CRM node, select AI: Minimax from the list of available apps, and choose the action you need from the list of nodes within AI: Minimax.
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AI: Minimax
Authenticate AI: Minimax
Now, click the AI: Minimax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI: Minimax settings. Authentication allows you to use AI: Minimax through Latenode.
Configure the Close CRM and AI: Minimax 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 Close CRM and AI: Minimax 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: Minimax
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, AI: Minimax, 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: Minimax integration works as expected. Depending on your setup, data should flow between Close CRM and AI: Minimax (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: Minimax
Close CRM + AI: Minimax + Slack: When a deal closes in Close CRM, Minimax generates a congratulatory message and sends it to a specified Slack channel.
Close CRM + AI: Minimax + Gmail: When a lead is updated in Close CRM, Minimax summarizes the lead's activities and emails the summary to the account manager via Gmail.
Close CRM and AI: Minimax 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.
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About AI: Minimax
Automate text generation with AI: Minimax in Latenode. Build workflows that create content, answer questions, or translate languages. Integrate Minimax with your data and apps for automated reports, personalized emails, or smart chatbots. Latenode makes it easy to use AI, without coding, for scalable solutions.
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See how Latenode works
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FAQ Close CRM and AI: Minimax
How can I connect my Close CRM account to AI: Minimax using Latenode?
To connect your Close CRM account to AI: Minimax 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: Minimax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically summarize sales calls with AI?
Yes, you can! Latenode lets you trigger AI: Minimax from Close CRM call recordings for instant summaries. Get key insights faster and improve sales efficiency automatically.
What types of tasks can I perform by integrating Close CRM with AI: Minimax?
Integrating Close CRM with AI: Minimax allows you to perform various tasks, including:
- Automatically generating personalized follow-up emails based on lead data.
- Creating AI-driven reports on sales performance and lead conversion rates.
- Enriching contact data with AI-powered insights from various sources.
- Prioritizing leads based on AI-assessed likelihood of conversion.
- Generating custom sales scripts tailored to individual customer profiles.
Can I use JavaScript to customize my Close CRM automations?
Yes! Latenode allows you to add custom JavaScript code to extend Close CRM functionality beyond standard options.
Are there any limitations to the Close CRM and AI: Minimax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Close CRM and AI: Minimax APIs may affect high-volume workflows.
- Complex AI prompts may require adjustments for optimal performance and accuracy.
- Initial setup requires understanding of both Close CRM and AI: Minimax data structures.
