Connect Close CRM and Perplexity AI integrations
Connect Close CRM and Perplexity AI with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Perplexity AI to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Creates a chat completions with the chosen model.
Performs an arbitrary authorized API call.
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Build your Close CRM and Perplexity AI integrations.
Create custom Close CRM and Perplexity AI workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a chat completions with the chosen model.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Creates a new email sequence.
Connect any app with Close CRM and Perplexity AI
Popular Close CRM and Perplexity AI workflows.
Looking to get more out of Close CRM and Perplexity AI? With Make you can visually integrate Close CRM and Perplexity AI into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Perplexity AI Research Automation via Google Sheets
Integrating Perplexity AI with Google Sheets seamlessly enhances your content creation process. This powerful template automatically generates relevant completions, ranging from SEO keywords to custom responses, boosting productivity and content quality with ease. To use this template, please prepare a spreadsheet containing columns named "Input" and "Completion".
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Send a Telegram message for every new article trigger from RSS feed
Automatically send a Telegram message for every new article detected in your RSS feed using Perplexity AI for content generation.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Add new Close CRM contacts to a Google Sheets spreadsheet
Every time a new contact is created in Close CRM, Make will automatically add it to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1kC8za5GIyEi3bjVbr1lJLj-ZoRtancS-5A31O8r6rrU/edit?usp=sharing).
TRY IT ->Create ClickUp tasks from new Close CRM tasks
Every time there is a new Close CRM task, it will be recorded into ClickUp.
TRY IT ->Create Airtable tasks from new Close CRM opportunities
Every time there is a new Close CRM opportunity, it will be recorded into Airtable. [Here](https://airtable.com/shrqpyJuJqRtpNSsv) is the table used in this scenario.
TRY IT ->
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