Close CRM and OpenPhone Integration

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Automatically log OpenPhone calls and texts as activities in Close CRM, creating a unified view of customer interactions. Latenode’s visual editor makes customizing data mapping effortless and affordable at scale.

Swap Apps

Close CRM

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and OpenPhone

Create a New Scenario to Connect Close CRM and OpenPhone

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 OpenPhone will be your first step. To do this, click "Choose an app," find Close CRM or OpenPhone, 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.

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Close CRM

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Connect Close CRM

Sign In
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Run node once

Add the OpenPhone Node

Next, click the plus (+) icon on the Close CRM node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.

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Close CRM

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OpenPhone

Authenticate OpenPhone

Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.

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Close CRM

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OpenPhone

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Connect OpenPhone

Sign In
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Run node once

Configure the Close CRM and OpenPhone Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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OpenPhone Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the Close CRM and OpenPhone 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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OpenPhone

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Close CRM and OpenPhone (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 OpenPhone

OpenPhone + Close CRM + Slack: When a call is missed in OpenPhone, a new lead is created in Close CRM to ensure follow-up. A notification is sent to a designated Slack channel to alert the team about the missed call and the newly created lead.

OpenPhone + Close CRM + Google Sheets: Every time a call ends in OpenPhone, a new lead is created in Close CRM, and the call details along with the lead's information are added to a Google Sheet for tracking and analysis.

Close CRM and OpenPhone 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 OpenPhone

Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.

See how Latenode works

FAQ Close CRM and OpenPhone

How can I connect my Close CRM account to OpenPhone using Latenode?

To connect your Close CRM account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically log OpenPhone calls in Close CRM?

Yes, you can! With Latenode, automatically log all OpenPhone calls as activities in Close CRM, ensuring complete sales records. Use our no-code blocks and JavaScript functions for customized logging.

What types of tasks can I perform by integrating Close CRM with OpenPhone?

Integrating Close CRM with OpenPhone allows you to perform various tasks, including:

  • Create Close CRM leads from new OpenPhone voicemails.
  • Send OpenPhone SMS messages when a Close CRM deal stage changes.
  • Update Close CRM contact information from OpenPhone call logs.
  • Trigger OpenPhone outbound calls from new Close CRM opportunities.
  • Log OpenPhone call durations as custom fields in Close CRM.

What Close CRM data can I access and modify through Latenode?

Latenode allows you to access and modify leads, contacts, opportunities, and custom fields within Close CRM, providing full control over your data.

Are there any limitations to the Close CRM and OpenPhone integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration requires custom scripting or batch processing.
  • Complex data transformations may necessitate JavaScript coding.
  • OpenPhone call recording access depends on your OpenPhone subscription.

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