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Enrich Close CRM leads by using AI: Perplexity to research and summarize key prospect information. Latenode’s visual editor and flexible integrations make it easy to build and scale customized lead qualification workflows at an affordable cost.
Connect AI: Perplexity and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect AI: Perplexity 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 AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Close CRM will be your first step. To do this, click "Choose an app," find AI: Perplexity or Close CRM, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity 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 AI: Perplexity node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
AI: Perplexity
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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 AI: Perplexity 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 AI: Perplexity 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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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, 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 AI: Perplexity and Close CRM integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Slack: When a new lead is created in Close CRM, a notification is sent to a designated Slack channel to alert the sales team.
Close CRM + Google Sheets: When a lead's status changes in Close CRM, the updated lead information is recorded in a Google Sheet for tracking and reporting purposes.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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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 AI: Perplexity account to Close CRM using Latenode?
To connect your AI: Perplexity account to Close CRM on Latenode, follow these steps:
Can I enrich leads with AI-powered research?
Yes, using Latenode, you can automatically enrich Close CRM leads with AI: Perplexity insights, providing sales teams with valuable context and boosting conversion rates.
What types of tasks can I perform by integrating AI: Perplexity with Close CRM?
Integrating AI: Perplexity with Close CRM allows you to perform various tasks, including:
How does AI: Perplexity enhance lead qualification in Latenode?
AI: Perplexity analyzes data, scoring leads based on fit, automatically updating Close CRM and prioritizing high-potential opportunities.
Are there any limitations to the AI: Perplexity and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: