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How to connect Close CRM and AI: Stability
Create a New Scenario to Connect Close CRM and AI: Stability
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: Stability will be your first step. To do this, click "Choose an app," find Close CRM or AI: Stability, 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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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: Stability Node
Next, click the plus (+) icon on the Close CRM node, select AI: Stability from the list of available apps, and choose the action you need from the list of nodes within AI: Stability.
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Authenticate AI: Stability
Now, click the AI: Stability node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI: Stability settings. Authentication allows you to use AI: Stability through Latenode.
Configure the Close CRM and AI: Stability 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: Stability 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, AI: Stability, 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: Stability integration works as expected. Depending on your setup, data should flow between Close CRM and AI: Stability (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: Stability
Close CRM + AI: Stability + Slack: When a new lead is created in Close CRM, generate an image using AI: Stability's Stable Diffusion 3.0, then post the generated image to a Slack channel.
AI: Stability + Close CRM + Google Sheets: Generate an image with AI: Stability's Stable Diffusion 3.0. Then, create a lead in Close CRM and log image information in Google Sheets.
Close CRM and AI: Stability 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: Stability
Generate images via AI: Stability directly within Latenode automation flows. Streamline content creation, personalize marketing visuals, or automate design tasks. Latenode gives you control over prompt-based AI generation, plus direct connections to your other apps – no coding needed, just visual automation.
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See how Latenode works
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FAQ Close CRM and AI: Stability
How can I connect my Close CRM account to AI: Stability using Latenode?
To connect your Close CRM account to AI: Stability 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: Stability accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I generate personalized sales images using Close CRM data?
Yes! Latenode lets you trigger AI: Stability image generation using Close CRM data. Automatically create personalized visuals for each lead, increasing engagement.
What types of tasks can I perform by integrating Close CRM with AI: Stability?
Integrating Close CRM with AI: Stability allows you to perform various tasks, including:
- Automatically generate personalized follow-up emails with AI-created images.
- Create visual reports of sales performance metrics using AI-generated charts.
- Generate unique marketing materials for each Close CRM opportunity.
- Automatically create product demos tailored to specific leads using AI imagery.
- Generate social media posts with eye-catching visuals based on CRM data.
What Close CRM data can I access within Latenode workflows?
Latenode allows access to leads, contacts, opportunities, and custom fields from Close CRM for use in automation workflows.
Are there any limitations to the Close CRM and AI: Stability integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI: Stability prompts may require optimization for best performance.
- Rate limits on the Close CRM API may affect high-volume workflows.
- AI: Stability image generation costs are separate from Latenode subscription fees.
