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Automatically log OpenPhone calls and texts in Close CRM for better sales insights. Latenode’s visual editor offers flexible no-code and JavaScript options to tailor data syncing. Track every interaction affordably without per-step fees.
Connect OpenPhone and Close CRM in minutes with Latenode.
Create OpenPhone to Close CRM workflow
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Create a New Scenario to Connect OpenPhone 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 OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Close CRM will be your first step. To do this, click "Choose an app," find OpenPhone or Close CRM, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone 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 OpenPhone node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
OpenPhone
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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 OpenPhone 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 OpenPhone 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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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, 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 OpenPhone and Close CRM integration works as expected. Depending on your setup, data should flow between OpenPhone and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Close CRM + Slack: When a new call event is recorded in OpenPhone, the automation creates or updates a lead in Close CRM and then posts a summary of the call to a designated Slack channel.
Close CRM + OpenPhone + Google Sheets: This automation tracks call outcomes in Close CRM, cross-references the call logs in OpenPhone to find related transcripts/summaries, and then stores the call outcome data and transcript link in a Google Sheet for reporting and analysis.
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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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 OpenPhone account to Close CRM using Latenode?
To connect your OpenPhone account to Close CRM on Latenode, follow these steps:
Can I automatically create Close CRM leads from new OpenPhone calls?
Yes, you can! Latenode lets you automate lead creation, instantly syncing OpenPhone call data to Close CRM, saving your sales team valuable time with efficient automation.
What types of tasks can I perform by integrating OpenPhone with Close CRM?
Integrating OpenPhone with Close CRM allows you to perform various tasks, including:
HowreliableistheOpenPhoneintegrationwithotherappsonLatenode?
Latenode ensures reliable integrations, handling large volumes and complex logic with its robust, scalable architecture, including built-in error handling.
Are there any limitations to the OpenPhone and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: