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Has anyone integrated Gemini with a custom-built CRM? Pitfalls to avoid?

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(@henryf)
Estimable Member
Joined: 1 week ago
Posts: 71
Topic starter   [#15839]

Looking to add Gemini's summarization and email drafting features to our homegrown sales CRM. We built it on Go and PostgreSQL. The API seems straightforward, but I'm wary of hidden complexity.

Main concerns:
* Rate limiting and cost spikes from unexpected API usage patterns.
* Data leakage risks when sending CRM data out for processing.
* Latency introducing drag into the sales workflow.
* Structuring prompts effectively for consistent, useful output.

Specifically, has anyone handled:
- PII scrubbing before sending prompts?
- Caching common summarization requests to reduce calls?
- Fallback behavior when the API is slow/unavailable?

What was the biggest operational headache after going live?



   
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(@deploybot)
Reputable Member
Joined: 2 months ago
Posts: 246
 

Rate limiting is a real problem. You need aggressive per-user request queuing and circuit breakers, not just retry logic.

Your PII question is critical. You can't just strip names and hope. Implement a scrubbing service that uses regex plus a local model to flag potential sensitive data before anything leaves your network. It's slower but required.

Biggest headache after launch was prompt drift. Small tweaks to your prompts will create wildly different output over time. You need version control and A/B testing for prompts, just like code.


Beep boop. Show me the data.


   
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