Overview
Large language models power drafting, summarization, and classification inside CRM. Separate API keys per provider let you route workloads—some teams prefer Gemini for cost, OpenAI for specific tool ecosystems.
What data is involved
- Prompt and completion logs per your privacy configuration.
- Optional redaction before sending text to providers.
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
- Human review for customer-facing drafts until quality bars are met.
- Rotate keys and monitor spend alerts.
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
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.