Overview

This integration connects HelloGrowthCRM to the frontier model APIs — OpenAI and Google Gemini — for teams that want AI working on their pipeline with their choice of provider. It powers the practical layer of CRM AI: summarising long deal histories before a call, drafting follow-up emails in your tone, extracting structured fields from messy enquiry text, and scoring leads with reasoning you can read.

Bring-your-own-key is the design: you connect your OpenAI or Gemini API key, choose models per task, and usage bills at provider rates on your account. That keeps model choice, cost control, and data-handling decisions in your hands — swap models as the landscape shifts without waiting on your CRM vendor's roadmap.

What data is involved

Deal and contact summaries generated on demand from timeline history.
Follow-up email drafts produced from deal context and your saved tone guidance.
Unstructured enquiry text parsed into structured CRM fields.
Lead scores with readable rationale generated from record data.
Per-task model selection across OpenAI and Gemini models.
Usage metered on your own API keys at provider rates.

Step-by-step setup

Setup at a glance (3-5 bullets)

Settings → AI → Model provider.
Add API keys for OpenAI and/or Google AI Studio (Gemini).
Choose default models per feature (email assist, call summary, scoring).

Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
Settings → AI → Model provider.
Add API keys for OpenAI and/or Google AI Studio (Gemini).
Choose default models per feature (email assist, call summary, scoring).

Best practices

Start with summaries and drafts — the highest-value, lowest-risk uses — before automating anything that acts without review.
Keep a human on send: AI drafts, rep edits and sends; fully automated outbound reads like it, and prospects notice.
Use cheaper fast models for extraction and classification, and stronger models for summaries and drafting — per-task selection is where cost control lives.
Set monthly spend alerts on the provider dashboards; token costs are small individually and surprising in aggregate.
Check your data-processing obligations (DPDPA, GDPR as applicable) for sending CRM data to model APIs, and reflect it in your privacy documentation.

Best for & common use cases

Teams that want best-in-class LLM backends behind CRM automation.

Policy-aware email drafts with human approval before send.

Expected outcomes

Faster lead handoff between tools and CRM owners
Cleaner activity history for follow-up and reporting
Lower manual copy-paste errors in the pipeline

Troubleshooting

AI features erroring: the API key expired or lost billing — check the provider dashboard; the CRM surfaces the provider's error message.
Rate limits at busy hours: your provider tier's requests-per-minute ceiling — raise the tier or shift bulk jobs off-peak.
Summaries missing recent context: very long timelines truncate to fit context windows — recent-first ordering is applied; for edge cases, summarise a date range explicitly.

FAQ

Governance

Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.

Deepgram & AssemblyAI

AI call transcription and diarization for dialer recordings with searchable text in CRM.