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How to connect Contacts+ and OpenPhone
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or OpenPhone will be your first step. To do this, click "Choose an app," find Contacts+ or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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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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 Contacts+ 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 Contacts+ 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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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and OpenPhone integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and OpenPhone
Contacts+ + OpenPhone + Slack: When a new contact is created in Contacts+, create a corresponding contact in OpenPhone and announce the new contact in a designated Slack channel.
OpenPhone + Contacts+ + HubSpot: When a new call event is logged in OpenPhone, find the corresponding contact in Contacts+. If the contact exists, log the call in HubSpot. If the contact doesn't exist, create a new contact and log the call in HubSpot.
Contacts+ and OpenPhone integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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FAQ Contacts+ and OpenPhone
How can I connect my Contacts+ account to OpenPhone using Latenode?
To connect your Contacts+ account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update OpenPhone when Contacts+ entries change?
Yes, you can! Latenode's real-time triggers ensure OpenPhone is instantly updated when Contacts+ details are modified, keeping your communication consistent and efficient.
What types of tasks can I perform by integrating Contacts+ with OpenPhone?
Integrating Contacts+ with OpenPhone allows you to perform various tasks, including:
- Automatically create OpenPhone contacts from new Contacts+ entries.
- Log OpenPhone calls in Contacts+ activity history.
- Send SMS messages via OpenPhone when a new Contact+ tag is added.
- Synchronize contact information between the two platforms.
- Trigger OpenPhone notifications for important Contacts+ updates.
HowdoIhandleduplicatecontactswhenIintegrateContactswithOpenPhone?
Latenode offers powerful data mapping and conditional logic to prevent duplicates and ensure data integrity across both Contacts+ and OpenPhone.
Are there any limitations to the Contacts+ and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization can take time with very large contact lists.
- Custom field mappings may require JavaScript knowledge for advanced transformations.
- Integration is limited by the API capabilities of Contacts+ and OpenPhone.
