Trigger
Close CRM Integrations
Automate Close CRM workflows — no code needed
Seamlessly integrate Close CRM with Latenode to automate your sales workflows. Enhance customer data management, streamline communication, and boost productivity without any coding. Transform your sales process effortlessly and save time.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event that starts a workflow, and every operation you can perform in Close CRM.
Trigger
New Lead
Ready-to-use templates
Popular Close CRM workflows
Start in seconds with a pre-built automation. Customize any template — no code required.
Automatically sync Close meeting details to create related tasks
This template starts when Close posts a new meeting activity to a webhook, loads the lead, and creates a Close task from the meeting title, time, and notes. JavaScript calls the Close API to create that task. Connect Close. Point Close meeting activities at the webhook URL. Put the Close API key on the Close connection, and in the JavaScript node that creates the task.
6s$0.0004
Automatically create Close tasks for new custom activities
This template starts when Close posts a custom activity to a webhook, loads the lead, and creates a Close task from the activity name, notes, and due date. JavaScript calls the Close API to create that task. Connect Close. Point Close activity events at the webhook URL. Put the Close API key on the Close connection, and in the JavaScript node that creates the task.
7s$0.0004
Route Close SMS messages to an external phone number
This template starts when Close posts an incoming SMS to a webhook, reads the message in JavaScript, loads the lead in Close, and forwards the text from your Twilio number. Connect Close and Twilio. Put the Twilio Account SID and Auth Token on the Twilio connection. Point Close SMS activities at the webhook URL.
7s$0.0004
Automate daily CRM tasks in Close using Schedule by Latenode
This template runs on a daily schedule, searches Close CRM for the leads that match your query, and updates status and custom fields. Use it for stale-lead flags, next-step dates, or any custom field you already keep in Close. Connect Close CRM. Put the Close API key on the Close CRM connection.
12s$0.0008
Setup
Connect Close CRM in 3 steps
No developer required. From account connection to live automation in under 5 minutes.
01
Connect your account
Sign in to Latenode, open the Integrations panel, and authenticate your Close CRM account — one click.
02
Build your workflow
Drag, drop, and configure triggers and actions in the visual editor. Use AI Copilot to generate logic from a plain-text description.
03
Go live instantly
Test your workflow with real data, toggle it on, and let Latenode handle every execution reliably — with full logs and error handling.
What would you like to do with Close CRM?
Connect Close CRM with Your Favorite Apps
- 123FormBuilder
- ActiveCampaign
- Acuity Scheduling
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- AI GPT Router
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- Apollo
- Asana
- Attio
- Avaza
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- Awork
- Bexio
- Bigin by Zoho CRM
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- Bitrix24
- Brevo
- Bubble
- Cal.com
- Calendly
- Campaign Monitor
- Chargebee
- ChartMogul
- ChatGPT
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- Circle
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- ClickMeeting
- ClickUp
- Cliengo
- Clio
- Clockify
- Cloudinary
- CloudTalk
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- Coda
- Confluence
- Constant Contact
- Contacts+
- Conversões do Facebook
- ConvertAPI
- ConvertKit
- Curated
- Customer.io
- Databox
- Delighted
- Discord
- Drip
- Dropbox
- Ecwid
- Encharge
- Eventbrite
- Everhour
- Facebook Lead Ads
- Fillout
- Fireflies.ai
- FireText
- Flodesk
- Follow Up Boss
- Fomo
- Formsite
- Formstack
- Foxit
- FreshBooks
- Freshdesk
- Freshservice
- Front
- Geckoboard
- Getform
- Getresponse
- Ghost
- Gmail
- GoCanvas
- Google Ads
- Google AppSheet
- Google calendar
- Google Chat
- Google Cloud BigQuery
- Google contacts
- Google Docs
- Google drive
- Google Forms
- Google Meet
- Google Sheets
- Google Slides
- Google Tasks
- GoToWebinar
- Gravity Forms
- Gumroad
- Harvest
- Help Scout
- HighLevel
- Hive
- Holded
- HubSpot
- Insightly
- Instagram for Business
- Instantly
- Instapage
- Intercom
- Jibble
- Jira
- JobNimbus
- Jotform
- JustCall
- Klaviyo
- KlickTipp
- Kommo
- Landbot.io
- Lemlist
- Linear
- Livestorm
- Lob
- Mailchimp
- Mailerlite
- Mailgun
- Mailjet
- Mailmodo
- ManyChat
- MemberVault
- Microsoft Excel
- Microsoft OneNote
- Microsoft Teams
- Microsoft To Do
- Miro
- Missive
- Moco
- Monday
- Moneybird
- Motion
- Netlify
- NeverBounce
- Nimble
- NoCRM
- Notion
- Odoo
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- OpenPhone
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- Paperform
- pdfFiller
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- Podio
- PostgreSQL
- Process Street
- Productboard
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- Quentn
- Quickbase
- QuickBooks
- Qwilr
- RD Station
- Realgeeks
- Recruitee
- RocketReach
- Roll
- Rss.app
- Salesflare
- Salesforce
- Salesmate
- Scoro
- Sellsy
- SendFox
- Sendgrid
- SendPulse
- Sendy
- Shippo
- Shopify
- Signnow
- Slack
- Smartsheet
- SmartSuite
- Smsapi
- Snowflake
- SOS Inventory
- Square
- Squarespace
- Streak
- Stripe
- Superchat
- SurveyMonkey
- Systeme IO
- Tally
- Teamleader
- Teamwork
- Telegram
- Textmagic
- Thankster
- TickTick
- TidyCal
- TikTok
- TimeCamp
- tl;dv
- Todoist
- Toggl Track
- Trainerize
- Twilio
- Twist
- Typeform
- Unbounce
- VideoAsk
- Vision6
- Wave
- Wealthbox
- Webflow
- Webhook
- Wix
- WooCommerce
- Woodpecker
- WordPress.com
- Wrike
- Wufoo
- Xero
- YouCanBookMe
- Zendesk Sell
- ZeroBounce
- Zoho Analytics
- Zoho Books
- Zoho Campaigns
- Zoho Creator
- Zoho CRM
- Zoho Desk
- Zoho Inventory
- Zoho Invoice
- Zoho Mail
- Zoho Projects
- Zoho Recruit
- Zulip
Custom Integration
Can't find your app?
We build custom integrations in 7–14 days for $500. OAuth, webhooks, REST APIs — all covered. You describe the workflow, we deliver a production-ready connector.
In Close CRM, a Lead represents a potential customer or company you're trying to sell to. It holds all the contact information, communication history, and custom fields related to that prospect.
About Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Related categories
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