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Automatically enrich Close CRM leads with personalized data summaries crafted by OpenAI ChatGPT, saving sales reps time. Latenode's visual editor and affordable execution-based pricing make this scalable.
Connect Close CRM and OpenAI ChatGPT in minutes with Latenode.
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Create a New Scenario to Connect Close CRM and OpenAI ChatGPT
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 OpenAI ChatGPT will be your first step. To do this, click "Choose an app," find Close CRM or OpenAI ChatGPT, 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 OpenAI ChatGPT Node
Next, click the plus (+) icon on the Close CRM node, select OpenAI ChatGPT from the list of available apps, and choose the action you need from the list of nodes within OpenAI ChatGPT.
Close CRM
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OpenAI ChatGPT
Authenticate OpenAI ChatGPT
Now, click the OpenAI ChatGPT node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenAI ChatGPT settings. Authentication allows you to use OpenAI ChatGPT through Latenode.
Configure the Close CRM and OpenAI ChatGPT 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 OpenAI ChatGPT 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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OpenAI ChatGPT
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, OpenAI ChatGPT, 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 OpenAI ChatGPT integration works as expected. Depending on your setup, data should flow between Close CRM and OpenAI ChatGPT (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + OpenAI ChatGPT + Slack: When a new lead is created in Close CRM, a summary is generated by ChatGPT and posted to a dedicated Slack channel for immediate review.
OpenAI ChatGPT + Close CRM + Google Sheets: Customer feedback is categorized using ChatGPT, the lead in Close CRM is updated with the category, and the feedback along with its category is logged in Google Sheets.
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 OpenAI ChatGPT
Integrate ChatGPT into Latenode for automated content generation, sentiment analysis, and smart replies. Create workflows that analyze text, classify data, and personalize customer interactions. Combine AI power with Latenode's flexibility: orchestrate complex processes, manage data flow, and connect to any app via API—all without code.
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How can I connect my Close CRM account to OpenAI ChatGPT using Latenode?
To connect your Close CRM account to OpenAI ChatGPT on Latenode, follow these steps:
Can I automatically summarize Close CRM leads using ChatGPT?
Yes, you can! Latenode lets you trigger ChatGPT from Close CRM events to generate lead summaries. This saves time and helps your team quickly grasp key prospect details.
What types of tasks can I perform by integrating Close CRM with OpenAI ChatGPT?
Integrating Close CRM with OpenAI ChatGPT allows you to perform various tasks, including:
Can I update Close CRM records with AI-generated content from ChatGPT?
Yes! Latenode enables seamless data transfer. Update Close CRM records with summaries and insights crafted by ChatGPT, enhancing data quality.
Are there any limitations to the Close CRM and OpenAI ChatGPT integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: