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Automatically log new Gmail emails as leads in Close CRM or update existing contact info. Latenode's visual editor makes custom mappings simple, while affordable execution-based pricing helps you scale lead management.
Connect Close CRM and Gmail in minutes with Latenode.
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Create a New Scenario to Connect Close CRM and Gmail
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 Gmail will be your first step. To do this, click "Choose an app," find Close CRM or Gmail, 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.
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.
Add the Gmail Node
Next, click the plus (+) icon on the Close CRM node, select Gmail from the list of available apps, and choose the action you need from the list of nodes within Gmail.
Close CRM
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Gmail
Authenticate Gmail
Now, click the Gmail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gmail settings. Authentication allows you to use Gmail through Latenode.
Configure the Close CRM and Gmail 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 Close CRM and Gmail 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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Gmail
Trigger on Webhook
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Close CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Close CRM, Gmail, 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 Gmail integration works as expected. Depending on your setup, data should flow between Close CRM and Gmail (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Gmail + Slack: When a new lead is created in Close CRM, a welcome email is sent from Gmail to the lead's email address, and a notification is sent to a designated Slack channel with a link to the new lead's profile in Close CRM.
Gmail + Close CRM + Google Sheets: When a new email is sent from Gmail, the email details (recipient, subject, body) are added to a Google Sheet. The client's notes in Close CRM are then updated with a summary of the email sent.
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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About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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How can I connect my Close CRM account to Gmail using Latenode?
To connect your Close CRM account to Gmail on Latenode, follow these steps:
Can I automatically save Gmail attachments to Close CRM?
Yes! Latenode automates this with ease. Automatically save key attachments from Gmail directly to relevant Close CRM leads and opportunities, ensuring complete contact history. Never miss important documents again!
What types of tasks can I perform by integrating Close CRM with Gmail?
Integrating Close CRM with Gmail allows you to perform various tasks, including:
Can I use custom fields from Close CRM in my Gmail automations?
Yes, Latenode supports using custom fields! Access and update Close CRM custom fields directly within your Gmail automation flows, enabling hyper-personalization.
Are there any limitations to the Close CRM and Gmail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: