Google AI and Close CRM Integration

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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.

Swap Apps

Google AI

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google AI and Close CRM

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.

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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 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.

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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.

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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.

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Run node once

Set Up the Google AI 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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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.

Most powerful ways to connect Google AI and Close CRM

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.

Google AI and Close 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 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 Google AI and Close CRM

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:

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

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:

  • Generate personalized email drafts for Close CRM leads using Google AI.
  • Analyze customer sentiment from Close CRM data using Google AI models.
  • Automatically enrich Close CRM lead data with insights from Google AI.
  • Create custom reports blending Google AI analysis and Close CRM metrics.
  • Prioritize leads in Close CRM based on Google AI-powered scoring.

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:

  • Rate limits imposed by Google AI and Close CRM may affect performance.
  • Custom JavaScript code may be required for advanced data transformations.
  • Complex workflows may require more testing to ensure optimal execution.

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