Close CRM and AI: Perplexity Integration

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Enrich Close CRM leads with AI: Perplexity insights, instantly improving sales targeting and personalization. Latenode's visual editor and affordable execution pricing makes AI-powered CRM automation accessible and scalable.

Swap Apps

Close CRM

AI: Perplexity

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and AI: Perplexity

Create a New Scenario to Connect Close CRM and AI: Perplexity

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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or AI: Perplexity will be your first step. To do this, click "Choose an app," find Close CRM or AI: Perplexity, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the AI: Perplexity Node

Next, click the plus (+) icon on the Close CRM node, select AI: Perplexity from the list of available apps, and choose the action you need from the list of nodes within AI: Perplexity.

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Close CRM

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AI: Perplexity

Authenticate AI: Perplexity

Now, click the AI: Perplexity node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI: Perplexity settings. Authentication allows you to use AI: Perplexity through Latenode.

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Close CRM

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Run node once

Configure the Close CRM and AI: Perplexity Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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AI: Perplexity Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Close CRM and AI: Perplexity Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Close CRM, AI: Perplexity, 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 Close CRM and AI: Perplexity integration works as expected. Depending on your setup, data should flow between Close CRM and AI: Perplexity (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and AI: Perplexity

Close CRM + AI: Perplexity + Slack: When a deal closes in Close CRM, a summary of the recent lead activities is generated by Perplexity AI and posted to a designated Slack channel for team awareness.

Close CRM + AI: Perplexity + Gmail: When a new lead is created in Close CRM, Perplexity AI researches the lead and sends the key findings to the assigned sales representative via Gmail.

Close CRM and AI: Perplexity integration alternatives

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.

Related categories

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.

See how Latenode works

FAQ Close CRM and AI: Perplexity

How can I connect my Close CRM account to AI: Perplexity using Latenode?

To connect your Close CRM account to AI: Perplexity on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and AI: Perplexity accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I enrich Close CRM leads with AI-powered insights?

Yes, you can! Latenode allows you to seamlessly send lead data to AI: Perplexity, analyze it, and update Close CRM with valuable insights, improving lead qualification and engagement.

What types of tasks can I perform by integrating Close CRM with AI: Perplexity?

Integrating Close CRM with AI: Perplexity allows you to perform various tasks, including:

  • Automatically summarizing customer interactions from Close CRM using AI.
  • Generating personalized email templates for Close CRM leads using AI insights.
  • Analyzing sales call transcripts to identify key opportunities and objections.
  • Classifying customer sentiment from Close CRM data using AI: Perplexity.
  • Creating reports on lead quality and engagement using AI-driven analysis.

Can I trigger workflows in Latenode from new Close CRM lead activity?

Yes! Trigger workflows based on events like new leads in Close CRM. Use Latenode's visual editor for seamless automation logic.

Are there any limitations to the Close CRM and AI: Perplexity integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • AI: Perplexity usage is subject to their API rate limits, which may affect performance.
  • Complex data transformations might require custom JavaScript code within Latenode.
  • Initial setup requires appropriate API keys and permissions for both services.

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