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How to connect Gmail and OpenPhone
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or OpenPhone will be your first step. To do this, click "Choose an app," find Gmail or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Gmail 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 Gmail 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 Gmail 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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Trigger on Webhook
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Gmail
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Webhook response
Save and Activate the Scenario
After configuring Gmail, 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 Gmail and OpenPhone integration works as expected. Depending on your setup, data should flow between Gmail 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 Gmail and OpenPhone
OpenPhone + Gmail + Google Sheets: Logs calls made through OpenPhone. Specifically, when a call ends, it finds the corresponding email in Gmail using the caller's number. Then adds the call summary, the Gmail thread, and the contact's name, number, and company, to a Google Sheet.
OpenPhone + Gmail + Slack: When a call is missed outside of business hours, the automation sends a summary of the missed call via Gmail to a manager, and also posts a message with the same summary to a designated Slack channel.
Gmail and OpenPhone integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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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 Gmail and OpenPhone
How can I connect my Gmail account to OpenPhone using Latenode?
To connect your Gmail account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and OpenPhone and click on "Connect".
- Authenticate your Gmail and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log OpenPhone calls in Gmail?
Yes, you can! Latenode allows you to automate call logging from OpenPhone to Gmail. Track interactions effortlessly & maintain a comprehensive communication history, enhanced by custom JavaScript if needed.
What types of tasks can I perform by integrating Gmail with OpenPhone?
Integrating Gmail with OpenPhone allows you to perform various tasks, including:
- Automatically creating OpenPhone contacts from new Gmail leads.
- Sending SMS via OpenPhone when a specific email is received.
- Logging OpenPhone call details directly into a Gmail spreadsheet.
- Triggering OpenPhone calls based on labels applied in Gmail.
- Creating new Gmail drafts based on OpenPhone SMS message content.
How secure is the Gmail data when integrated with OpenPhone on Latenode?
Latenode employs industry-standard security measures to protect your Gmail and OpenPhone data, including encryption and secure authentication protocols.
Are there any limitations to the Gmail and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Gmail and OpenPhone APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript coding.
- Historical data migration between the two apps may require custom solutions.
