.svg){kind=icon}
How to connect Close CRM and Trint
Create a New Scenario to Connect Close CRM and Trint
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 Trint will be your first step. To do this, click "Choose an app," find Close CRM or Trint, 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.
+
1
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 Trint Node
Next, click the plus (+) icon on the Close CRM node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
1
Close CRM
⚙
+
2
Trint
Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the Close CRM and Trint 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 Trint 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Trint
1
Trigger on Webhook
⚙
2
Close CRM
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Close CRM, Trint, 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 Trint integration works as expected. Depending on your setup, data should flow between Close CRM and Trint (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 Trint
Close CRM + Trint + Slack: When a deal closes in Close CRM, the automation retrieves the associated Trint transcript. A message containing the transcript is then sent to a specified Slack channel.
Trint + Close CRM + Google docs: When Trint finishes transcribing a sales call, the transcript is saved to Google Docs. A link to this Google Docs document is then added to the corresponding contact in Close CRM.
Close CRM and Trint 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 Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
Related categories
See how Latenode works
.svg)
.png)
FAQ Close CRM and Trint
How can I connect my Close CRM account to Trint using Latenode?
To connect your Close CRM account to Trint 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 Trint accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically transcribe Close CRM call recordings using Trint?
Yes, you can! Latenode automates the entire process, triggering Trint transcription upon new Close CRM call recordings. Save time and instantly analyze call data.
What types of tasks can I perform by integrating Close CRM with Trint?
Integrating Close CRM with Trint allows you to perform various tasks, including:
- Automatically transcribing new call recordings from Close CRM using Trint.
- Creating summaries of transcribed call content and storing them in Close CRM.
- Analyzing call transcripts for keywords and updating opportunity statuses.
- Generating reports on call sentiment based on Trint's analysis and CRM data.
- Triggering follow-up tasks in Close CRM based on keywords found in transcripts.
Can I filter call recordings before sending them to Trint?
Yes! Latenode allows filtering based on call duration or other metadata, saving transcription costs and processing time.
Are there any limitations to the Close CRM and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large audio files may take longer to process depending on Trint's API.
- Real-time transcription isn't supported; processing happens after the call.
- Changes to the Close CRM or Trint APIs could require workflow updates.
