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Automatically enrich Close CRM lead data using OpenAI ChatGPT on Latenode. Use prompt-based nodes to tailor AI precisely, add custom logic with JavaScript, and scale affordably as your data grows.
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OpenAI ChatGPT
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Create a New Scenario to Connect OpenAI ChatGPT and Close CRM
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 OpenAI ChatGPT, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenAI ChatGPT or Close CRM will be your first step. To do this, click "Choose an app," find OpenAI ChatGPT or Close CRM, and select the appropriate trigger to start the scenario.
Add the OpenAI ChatGPT Node
Select the OpenAI ChatGPT node from the app selection panel on the right.
OpenAI ChatGPT
Configure the OpenAI ChatGPT
Click on the OpenAI ChatGPT node to configure it. You can modify the OpenAI ChatGPT URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the OpenAI ChatGPT node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
OpenAI ChatGPT
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the OpenAI ChatGPT and Close CRM 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 OpenAI ChatGPT and Close CRM 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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Close CRM
Trigger on Webhook
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OpenAI ChatGPT
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenAI ChatGPT, Close CRM, 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 OpenAI ChatGPT and Close CRM integration works as expected. Depending on your setup, data should flow between OpenAI ChatGPT and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + OpenAI ChatGPT + Google Sheets: When a lead's status changes in Close CRM, the automation retrieves the lead's activities. ChatGPT analyzes these activities to identify successful sales tactics. The insights are then logged in a Google Sheet for tracking and analysis.
Close CRM + OpenAI ChatGPT + Slack: When a new lead is created in Close CRM, the automation sends the lead's information to ChatGPT for summarization. A message containing the summary is then posted to a dedicated Slack channel, keeping the sales team updated on new lead interactions.
About OpenAI ChatGPT
Integrate ChatGPT into Latenode for automated content generation, sentiment analysis, and smart replies. Create workflows that analyze text, classify data, and personalize customer interactions. Combine AI power with Latenode's flexibility: orchestrate complex processes, manage data flow, and connect to any app via API—all without code.
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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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How can I connect my OpenAI ChatGPT account to Close CRM using Latenode?
To connect your OpenAI ChatGPT account to Close CRM on Latenode, follow these steps:
Can I automatically summarize call transcripts in Close CRM?
Yes! Latenode's visual editor makes it easy to send Close CRM call transcripts to OpenAI ChatGPT for summarization. Get key insights without manual review, saving time and improving efficiency.
What types of tasks can I perform by integrating OpenAI ChatGPT with Close CRM?
Integrating OpenAI ChatGPT with Close CRM allows you to perform various tasks, including:
How does Latenode handle OpenAI ChatGPT API key management?
Latenode provides secure storage and management of your OpenAI ChatGPT API keys. Access keys directly within your workflows without hardcoding.
Are there any limitations to the OpenAI ChatGPT and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: