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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.
Connect Close CRM and OpenPhone in minutes with Latenode.
Create Close CRM to OpenPhone workflow
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OpenPhone
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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.
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 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.
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.
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.
Set Up the Close CRM and OpenPhone 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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OpenPhone
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, 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.
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.
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.
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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:
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:
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: