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Enrich Close CRM leads by analyzing emails with Google AI, scoring sentiment, and updating lead status automatically. Latenode’s visual editor makes this AI-powered automation effortless, and you only pay for execution time.
Connect Google AI and Close CRM in minutes with Latenode.
Create Google AI to Close CRM workflow
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Create a New Scenario to Connect Google AI 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 Google AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google AI or Close CRM will be your first step. To do this, click "Choose an app," find Google AI or Close 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.
Google AI
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.
Add the Close CRM Node
Next, click the plus (+) icon on the Google AI node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Google AI
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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 Google AI 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 Google AI 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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Google AI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google AI, 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 Google AI and Close CRM integration works as expected. Depending on your setup, data should flow between Google AI and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Google AI + Slack: When a lead's status changes in Close CRM, the automation analyzes recent activities (e.g., call transcripts) using Google AI to detect negative sentiment. If detected, a notification is sent to a designated Slack channel.
Close CRM + Google AI + Google Sheets: When a new lead is created in Close CRM, the automation summarizes the lead's notes using Google AI. The summarized notes are then logged into a Google Sheets spreadsheet for reporting and analysis.
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.
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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 Google AI account to Close CRM using Latenode?
To connect your Google AI account to Close CRM on Latenode, follow these steps:
Can I automatically summarize Close CRM leads using Google AI?
Yes, you can! Latenode lets you use Google AI to summarize leads, then update Close CRM, saving time & improving lead management with prompt-based AI steps.
What types of tasks can I perform by integrating Google AI with Close CRM?
Integrating Google AI with Close CRM allows you to perform various tasks, including:
How do I manage Google AI costs when integrating with Close CRM?
Latenode lets you monitor and control Google AI usage, optimizing workflows & minimizing expenses when integrating with Close CRM.
Are there any limitations to the Google AI and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: