How to connect Close CRM and OpenAI Responses
Create a New Scenario to Connect Close CRM and OpenAI Responses
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 Responses will be your first step. To do this, click "Choose an app," find Close CRM or OpenAI Responses, 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 Responses Node
Next, click the plus (+) icon on the Close CRM node, select OpenAI Responses from the list of available apps, and choose the action you need from the list of nodes within OpenAI Responses.

Close CRM
⚙
OpenAI Responses
Authenticate OpenAI Responses
Now, click the OpenAI Responses node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenAI Responses settings. Authentication allows you to use OpenAI Responses through Latenode.
Configure the Close CRM and OpenAI Responses 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 Responses 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.

JavaScript
⚙
AI Anthropic Claude 3
⚙
OpenAI Responses
Trigger on Webhook
⚙
Close CRM
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Close CRM, OpenAI Responses, 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 Responses integration works as expected. Depending on your setup, data should flow between Close CRM and OpenAI Responses (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 OpenAI Responses
Close CRM + OpenAI Responses + Slack: When a lead's status changes in Close CRM, a summary of recent activities is generated using OpenAI. This summary is then posted to a designated Slack channel for team visibility.
OpenAI Responses + Close CRM + Google Sheets: When a response is received from OpenAI, extract lead qualification data and log it into a Google Sheet. This sheet is linked to the corresponding contact in Close CRM, allowing for easy tracking of lead qualification status.
Close CRM and OpenAI Responses 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.
Similar apps
Related categories
About OpenAI Responses
Need AI-powered text generation? Use OpenAI Responses in Latenode to automate content creation, sentiment analysis, and data enrichment directly within your workflows. Streamline tasks like generating product descriptions or classifying customer feedback. Latenode lets you chain AI tasks with other services, adding logic and routing based on results – all without code.
Similar apps
Related categories
See how Latenode works
FAQ Close CRM and OpenAI Responses
How can I connect my Close CRM account to OpenAI Responses using Latenode?
To connect your Close CRM account to OpenAI Responses 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 OpenAI Responses accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically summarize Close CRM leads using OpenAI?
Yes, you can! Latenode lets you build a workflow to summarize leads. Save time and quickly grasp key details with AI, boosting your sales efficiency.
What types of tasks can I perform by integrating Close CRM with OpenAI Responses?
Integrating Close CRM with OpenAI Responses allows you to perform various tasks, including:
- Generate personalized follow-up emails based on lead activity.
- Analyze customer sentiment from Close CRM notes using AI.
- Automatically create lead summaries within Close CRM.
- Qualify leads by assessing their likelihood to convert.
- Enrich Close CRM data with insights extracted via OpenAI.
How does Latenode handle Close CRM API rate limits?
Latenode's robust architecture manages API calls efficiently, reducing the chance of hitting rate limits. Scale your automations reliably.
Are there any limitations to the Close CRM and OpenAI Responses integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require JavaScript knowledge for customization.
- High volumes of OpenAI requests may incur extra costs from OpenAI.
- Initial setup requires a basic understanding of both APIs.