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How to connect Gmail and Close CRM
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Close CRM will be your first step. To do this, click "Choose an app," find Gmail or Close CRM, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Gmail node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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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 Gmail 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 Gmail and Close CRM 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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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Gmail, 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 Gmail and Close CRM integration works as expected. Depending on your setup, data should flow between Gmail and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Gmail and Close CRM
Gmail + Close CRM + Google Sheets: When a new email arrives in Gmail, search for the sender's email in Close CRM. If a lead is found, log the email details (sender, subject, date) in a Google Sheet for reporting.
Close CRM + Gmail + Slack: When a new lead is created in Close CRM, send a welcome email via Gmail to the lead. Simultaneously, notify the sales team in a designated Slack channel about the new lead.
Gmail and Close CRM integration alternatives
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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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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FAQ Gmail and Close CRM
How can I connect my Gmail account to Close CRM using Latenode?
To connect your Gmail account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Gmail messages?
Yes, Latenode allows automated lead creation in Close CRM directly from Gmail. Benefit from pre-built templates or use AI to parse email data, saving your sales team valuable time.
What types of tasks can I perform by integrating Gmail with Close CRM?
Integrating Gmail with Close CRM allows you to perform various tasks, including:
- Create new Close CRM contacts from incoming Gmail messages.
- Automatically log Gmail conversations in Close CRM.
- Update Close CRM opportunity stages based on email content.
- Send personalized Gmail responses based on Close CRM data.
- Schedule follow-up tasks in Close CRM after sending Gmail emails.
How securely does Latenode handle Gmail and Close CRM credentials?
Latenode employs advanced encryption and security protocols to protect your Gmail and Close CRM credentials, ensuring secure integration and data handling.
Are there any limitations to the Gmail and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large attachments in Gmail may affect processing time.
- Rate limits imposed by Gmail and Close CRM APIs apply.
- Custom email templates require appropriate formatting for optimal parsing.
