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Automatically enrich Close CRM leads using OpenAI Responses. Latenode's visual editor makes it easier to build custom workflows, while affordable execution-based pricing lets you scale lead enrichment without added costs.
Connect OpenAI Responses and Close CRM in minutes with Latenode.
Create OpenAI Responses to Close CRM workflow
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Create a New Scenario to Connect OpenAI Responses 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 Responses, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenAI Responses or Close CRM will be your first step. To do this, click "Choose an app," find OpenAI Responses or Close CRM, and select the appropriate trigger to start the scenario.
Add the OpenAI Responses Node
Select the OpenAI Responses node from the app selection panel on the right.
OpenAI Responses
Configure the OpenAI Responses
Click on the OpenAI Responses node to configure it. You can modify the OpenAI Responses 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 Responses 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 Responses
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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 Responses 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 Responses 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 Responses
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenAI Responses, 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 Responses and Close CRM integration works as expected. Depending on your setup, data should flow between OpenAI Responses and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenAI Responses + Close CRM + Slack: When a new lead is created in Close CRM, OpenAI summarizes the available information, and key insights are shared in a designated Slack channel for the sales team.
Close CRM + OpenAI Responses + Google Sheets: Analyze customer sentiment from Close CRM activities using OpenAI, then log the results into Google Sheets for tracking customer interaction trends.
About OpenAI Responses
Need AI-powered text generation? Use OpenAI Responses in Latenode to automate content creation, sentiment analysis, and data enrichment directly within your workflows. Streamline tasks like generating product descriptions or classifying customer feedback. Latenode lets you chain AI tasks with other services, adding logic and routing based on results – 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 Responses account to Close CRM using Latenode?
To connect your OpenAI Responses account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM leads using OpenAI-generated content?
Yes, with Latenode! Automatically enrich Close CRM leads with personalized OpenAI content. Boost engagement & tailor outreach using AI, plus scale effortlessly with Latenode's robust infrastructure.
What types of tasks can I perform by integrating OpenAI Responses with Close CRM?
Integrating OpenAI Responses with Close CRM allows you to perform various tasks, including:
How reliable is the OpenAI Responses integration within Latenode workflows?
Latenode's integration provides robust error handling and retry mechanisms. Monitor performance and customize workflows for optimal reliability using our advanced tools.
Are there any limitations to the OpenAI Responses and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: