Google Meet and Close CRM Integration

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Automatically create Close CRM leads from new Google Meet participants and enrich data with JavaScript functions. Latenode offers affordable, scalable automations beyond simple integrations.

Swap Apps

Google Meet

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Meet and Close CRM

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

Add the Google Meet Node

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

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Google Meet

Configure the Google Meet

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

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Google Meet

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Connection *

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Connect Google Meet

Sign In

Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Google Meet 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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Google Meet

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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.

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Google Meet

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Close CRM

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#2 Close CRM

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Connection *

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Connect Close CRM

Sign In

Run node once

Configure the Google Meet 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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Google Meet

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Close CRM Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Google Meet 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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JavaScript

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AI Anthropic Claude 3

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Close CRM

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Trigger on Webhook

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Google Meet, 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 Meet and Close CRM integration works as expected. Depending on your setup, data should flow between Google Meet 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 Meet and Close CRM

Close CRM + Google Meet + Google Calendar: When a lead is created in Close CRM, automatically schedule a Google Meet and add it to Google Calendar.

Close CRM + Google Meet + Slack: When a Google Meet is scheduled with a lead in Close CRM, notify the sales team in Slack.

Google Meet and Close CRM integration alternatives

About Google Meet

Automate Google Meet within Latenode workflows. Schedule meetings based on triggers, automatically generate invites after form submissions, or record & transcribe calls, saving time and ensuring consistent follow-up. Connect Meet to CRMs or project tools for streamlined task management. Simplify repetitive scheduling and meeting-related tasks.

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 Meet and Close CRM

How can I connect my Google Meet account to Close CRM using Latenode?

To connect your Google Meet account to Close CRM on Latenode, follow these steps:

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

Can I automatically log Google Meet call details in Close CRM?

Yes, you can! With Latenode, automatically log call durations and participants. Plus, use JavaScript code blocks to customize data processing, and improve reporting accuracy.

What types of tasks can I perform by integrating Google Meet with Close CRM?

Integrating Google Meet with Close CRM allows you to perform various tasks, including:

  • Create new Close CRM leads from Google Meet attendees.
  • Send automated follow-up emails after Google Meet calls.
  • Update Close CRM opportunity stages based on meeting outcomes.
  • Schedule Google Meet calls directly from Close CRM contacts.
  • Trigger internal notifications for important Google Meet events.

How can I use Latenode to enhance my Google Meet automation?

Latenode lets you add custom logic with JavaScript and AI, unlocking advanced Google Meet automations beyond basic integrations.

Are there any limitations to the Google Meet and Close CRM integration on Latenode?

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

  • Historical Google Meet data prior to integration cannot be automatically synced.
  • Complex conditional logic may require advanced JavaScript knowledge.
  • File transfer limits apply depending on your Latenode subscription plan.

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