When a lead is created in Close, summarize and update the description with Gemini

‍■Overview

As the number of leads managed in Close grows, are you spending too much time manually reviewing each lead’s details and identifying key points?
With this workflow, whenever a new lead is created in Close, Gemini automatically summarizes its description and updates the lead information. By integrating Gemini with Close, you can streamline lead management and spend more time on higher-impact work.

■Who This Template Is For

• Sales representatives who spend too much time managing leads in Close and want to work more efficiently
• Anyone who wants to integrate Gemini with Close to automate the review and summarization of lead information
• Managers who want to reduce manual data updates and focus on more strategic sales activities

■Benefits of This Template

• Gemini automatically summarizes lead descriptions when leads are added to Close, reducing the time spent on manual reviews and updates
• Reduce the risk of human error, such as inconsistencies in manually created summaries and transcription mistakes, while keeping lead information consistent and high-quality

■Flowbot Workflow

1. First, connect Close and Gemini to Yoom
2. Next, select Close as the trigger and set the “New Lead” action
3. Then, select Gemini as the operation and set the “Generate Content” action to summarize the lead description retrieved by the trigger
4. Finally, set Close’s “Update Lead” action as the operation to update the relevant lead information with the summary generated by Gemini

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• You can freely customize the prompt used to instruct Gemini to generate text. Add lead information retrieved from Close in the previous step as variables and configure Gemini to create summaries in a specific format
• When updating lead information in Close, you can choose which information to apply to each field. Use fixed values or the summary generated by Gemini as variables and assign them to the description or custom fields

■Notes

• Connect both Close and Gemini to Yoom.