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

Add the Google Chat Node
Select the Google Chat node from the app selection panel on the right.

Google Chat
Configure the Google Chat
Click on the Google Chat node to configure it. You can modify the Google Chat 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 Chat 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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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 Chat 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 Chat 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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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Google Chat
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Webhook response
Save and Activate the Scenario
After configuring Google Chat, 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 Chat and Close CRM integration works as expected. Depending on your setup, data should flow between Google Chat 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 Chat and Close CRM
Close CRM + Google Calendar + Google Chat: When a new lead is created in Close CRM, an event is created in Google Calendar to schedule a meeting, and a Google Chat message confirms the scheduled meeting.
Close CRM + Slack + Google Chat: When a lead's status changes in Close CRM, a notification is sent to a Slack channel. Simultaneously, the same update is shared in a designated Google Chat channel.
Google Chat and Close CRM integration alternatives
About Google Chat
Use Google Chat in Latenode for automated notifications & alerts. Trigger messages based on events in other apps, like new database entries or payment confirmations. Centralize alerts and status updates across services within a single, scalable Latenode workflow. Add custom logic and AI for smart notifications.
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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 Google Chat and Close CRM
How can I connect my Google Chat account to Close CRM using Latenode?
To connect your Google Chat account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Chat and click on "Connect".
- Authenticate your Google Chat and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Close CRM lead updates in Google Chat?
Yes, instantly! Latenode's real-time triggers forward Close CRM lead status changes to Google Chat, ensuring your team stays informed and responsive, accelerating sales cycles.
What types of tasks can I perform by integrating Google Chat with Close CRM?
Integrating Google Chat with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from Google Chat messages.
- Send Google Chat notifications for new Close CRM opportunities.
- Update Close CRM lead statuses based on Google Chat activity.
- Automatically log Google Chat conversations to Close CRM.
- Trigger Close CRM tasks when specific keywords appear in Google Chat.
HowsecureisGoogleChatdatawhenusingLatenodewithCloseCRM?
Latenode employs robust encryption and security measures to protect your data during Google Chat and Close CRM integration, ensuring compliance and data privacy.
Are there any limitations to the Google Chat and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of the Google Chat and Close CRM APIs apply.
- Historical data synchronization is not supported by default.