When a specific 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 more time reviewing and summarizing their information? In particular, identifying the key points in leads with detailed information can be a significant burden.
With this workflow, whenever a new lead is created in Close, Gemini automatically summarizes the description and updates the lead information, helping you streamline these tasks. Connect Gemini and Close to make lead management more efficient.

■Who Should Use This Template

• Sales professionals who manage leads in Close and find summarizing information time-consuming
• Those who want to efficiently organize customer information in Close using Gemini
• Teams looking to automate the manual review and updating of lead information to improve productivity

■Benefits of Using This Template

• When a lead is added to Close, Gemini automatically summarizes it, reducing the time required to understand the information and enabling smoother customer interactions
• By eliminating the need to manually summarize and re-enter information, this workflow helps prevent human errors such as misunderstandings and data entry mistakes

■How the Flowbot Works

1. First, connect Close and Gemini to Yoom
2. Next, select Close as the trigger and set the “New Lead” action to retrieve lead information
3. Then, configure the branching feature in an operation so that only leads meeting specific conditions proceed to the subsequent steps
4. Next, select Gemini in an operation and set the “Generate Content” action to summarize the lead description
5. Finally, set Close’s “Update Lead” action in an operation and map the summary generated by Gemini to the desired field

※“Trigger”: An action that initiates the flow. “Operation”: An action that performs a process within the flow after the trigger starts.

■Customization Options

• With the branching feature, you can set any conditions for proceeding with subsequent steps based on the lead information retrieved by the trigger, such as “only leads with a specific status”
• You can freely customize the prompt used to request text generation from Gemini and include lead information retrieved from Close as variables
• With Close’s update action, you can specify which fields to update and set fixed values or information retrieved in previous operations as variables

■Notes

• Connect both Close and Gemini to Yoom.