Google AI and Agile CRM Integration

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Automatically enrich Agile CRM contacts with sentiment analysis from Google AI. Latenode's visual editor makes it easy to build custom AI pipelines and scale affordably, paying only for execution time.

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Google AI

Agile CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google AI and Agile CRM

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

Add the Google AI Node

Select the Google AI node from the app selection panel on the right.

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Configure the Google AI

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

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Run node once

Add the Agile CRM Node

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

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Agile CRM

Authenticate Agile CRM

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

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Configure the Google AI and Agile CRM 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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Select an action *

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Run node once

Set Up the Google AI and Agile 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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Save and Activate the Scenario

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

Most powerful ways to connect Google AI and Agile CRM

Gmail + Google AI + Agile CRM: When a new email arrives in Gmail, the content is sent to Google AI to generate a summary. This summary is then added as a note to the corresponding contact in Agile CRM.

Agile CRM + Google AI + Slack: When a deal reaches a closed milestone in Agile CRM, Google AI generates a customer success plan. This plan is then sent as a message to a designated Slack channel.

Google AI and Agile CRM integration alternatives

About Google AI

Use Google AI in Latenode to add smarts to your workflows. Process text, translate languages, or analyze images automatically. Unlike direct API calls, Latenode lets you combine AI with other apps, add logic, and scale without code. Automate content moderation, sentiment analysis, and more.

About Agile CRM

Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

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FAQ Google AI and Agile CRM

How can I connect my Google AI account to Agile CRM using Latenode?

To connect your Google AI account to Agile CRM on Latenode, follow these steps:

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

Can I automatically update contact data based on AI analysis?

Yes, you can! Latenode lets you use Google AI's insights to enrich Agile CRM contacts, creating smarter automation and improving personalization.

What types of tasks can I perform by integrating Google AI with Agile CRM?

Integrating Google AI with Agile CRM allows you to perform various tasks, including:

  • Automatically tagging contacts based on sentiment analysis of their messages.
  • Generating personalized email content using AI for different customer segments.
  • Summarizing customer interactions using AI and storing them in contact notes.
  • Analyzing call transcripts to identify key topics and update deal stages.
  • Predicting lead conversion probabilities with AI and prioritizing outreach.

Can I use custom JavaScript code with Google AI in Latenode?

Yes, Latenode lets you enhance Google AI workflows with custom JavaScript, unlocking advanced data manipulation and logic.

Are there any limitations to the Google AI and Agile CRM integration on Latenode?

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

  • The number of requests to Google AI is subject to your Google AI plan's limits.
  • Real-time updates in Agile CRM depend on Agile CRM's API rate limits.
  • Complex workflows require a solid understanding of both Google AI and Agile CRM.

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