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Automatically update Close CRM with insights from OpenAI GPT Assistants using Latenode. Build custom, scalable lead qualification flows visually and use JavaScript for advanced logic without overpaying.
Connect OpenAI GPT Assistants and Close CRM in minutes with Latenode.
Create OpenAI GPT Assistants to Close CRM workflow
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OpenAI GPT Assistants
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Create a New Scenario to Connect OpenAI GPT Assistants 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 GPT Assistants, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenAI GPT Assistants or Close CRM will be your first step. To do this, click "Choose an app," find OpenAI GPT Assistants or Close CRM, and select the appropriate trigger to start the scenario.
Add the OpenAI GPT Assistants Node
Select the OpenAI GPT Assistants node from the app selection panel on the right.
OpenAI GPT Assistants
Configure the OpenAI GPT Assistants
Click on the OpenAI GPT Assistants node to configure it. You can modify the OpenAI GPT Assistants 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 GPT Assistants 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 GPT Assistants
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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 GPT Assistants 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 GPT Assistants 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 GPT Assistants
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenAI GPT Assistants, 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 GPT Assistants and Close CRM integration works as expected. Depending on your setup, data should flow between OpenAI GPT Assistants and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + OpenAI GPT Assistants + Slack: When a new lead is created in Close CRM, the automation lists the activities associated with the lead. Then, it uses OpenAI GPT Assistants to summarize these call notes. Finally, it posts the summarized deal update to a designated Slack channel.
Close CRM + OpenAI GPT Assistants + Google Sheets: When a new lead is created in Close CRM, OpenAI GPT Assistants categorizes the lead based on available information. The lead's information and category are then added as a new row in a Google Sheet for tracking and analysis.
About OpenAI GPT Assistants
Use OpenAI GPT Assistants within Latenode to automate complex tasks like customer support or content creation. Configure Assistants with prompts and integrate them into broader workflows. Chain them with file parsing, webhooks, or database updates for scalable, automated solutions. Benefit from Latenode's no-code flexibility and affordable execution-based pricing.
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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 GPT Assistants account to Close CRM using Latenode?
To connect your OpenAI GPT Assistants account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from OpenAI GPT Assistant chats?
Yes, you can! Latenode lets you parse chat data with AI and instantly create new leads. Improve efficiency by automatically capturing qualified prospects.
What types of tasks can I perform by integrating OpenAI GPT Assistants with Close CRM?
Integrating OpenAI GPT Assistants with Close CRM allows you to perform various tasks, including:
How do I use custom prompts for OpenAI GPT Assistants on Latenode?
Latenode allows you to use dynamic prompts with data from Close CRM. Customize AI responses based on each lead's information.
Are there any limitations to the OpenAI GPT Assistants and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: