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Automatically generate engaging sales call scripts for Close CRM leads using Caption AI, then customize them further with Latenode's no-code editor. Scale affordably and close more deals.
Connect Close CRM and Caption AI in minutes with Latenode.
Create Close CRM to Caption AI workflow
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Automate your workflow
Swap Apps
Close CRM
Caption AI
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Create a New Scenario to Connect Close CRM and Caption AI
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 Caption AI will be your first step. To do this, click "Choose an app," find Close CRM or Caption AI, 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.
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 Caption AI Node
Next, click the plus (+) icon on the Close CRM node, select Caption AI from the list of available apps, and choose the action you need from the list of nodes within Caption AI.
Close CRM
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Caption AI
Authenticate Caption AI
Now, click the Caption AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Caption AI settings. Authentication allows you to use Caption AI through Latenode.
Configure the Close CRM and Caption AI 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 Caption AI 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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Caption AI
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Caption AI, 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 Caption AI integration works as expected. Depending on your setup, data should flow between Close CRM and Caption AI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Caption AI + Slack: When a lead status changes in Close CRM, trigger a request to Caption AI for a video summary. Then, post the summary and a link to the call in a dedicated Slack channel for the team to review.
Close CRM + Caption AI + Google Sheets: When a new lead is created in Close CRM, submit a request to Caption AI to generate a summary of the last call related to that lead. Then, store the lead information, transcript, and summary in a Google Sheet for tracking and analysis.
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 Caption AI
Caption AI in Latenode streamlines content creation. Generate captions from images or videos directly within your workflows. Automate social media posting, ad campaigns, or content archiving. Latenode's visual editor and flexible integrations reduce manual work and allow for personalized, automated caption generation at scale, without code.
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How can I connect my Close CRM account to Caption AI using Latenode?
To connect your Close CRM account to Caption AI on Latenode, follow these steps:
Can I automatically create personalized captions for Close CRM leads using Caption AI?
Yes, you can! Latenode’s visual editor makes it easy to trigger Caption AI from Close CRM updates, saving time and improving lead engagement with tailored content.
What types of tasks can I perform by integrating Close CRM with Caption AI?
Integrating Close CRM with Caption AI allows you to perform various tasks, including:
How does Latenode handle Close CRM API rate limits efficiently?
Latenode's built-in rate limiting and error handling ensure stable and reliable Close CRM integrations, preventing workflow disruptions and data loss.
Are there any limitations to the Close CRM and Caption AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: