How do I set up the Close CRM and Formsite integration?

Setting up is simple: Create a new scenario in Latenode, add Close CRM as your trigger, add Formsite as your action, authenticate both apps, configure your workflow and deploy.

Is the Close CRM + Formsite integration free?

Latenode offers a generous free tier that includes the Close CRM and Formsite integration. You can start building workflows at no cost with no credit card required.

Close CRM and Formsite integration

Automate Close CRM + Formsite workflows

Automate your sales pipeline by connecting Close CRM with Formsite—capture form submissions instantly, create contacts, and trigger follow-up workflows without manual data entry.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

Every event and operation available when connecting Close CRM and Formsite — from both apps.

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Trigger

New Form Result

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Close CRM

Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.

Connect Formsite

Add Formsite credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Close CRM + Formsite automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Formsite

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Close CRM and Formsite. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Close CRM

Official website

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.

CRM

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Popular Close CRM pairs

Close CRM + AI Models Close CRM + Avaza Close CRM + AI GPT Router Close CRM + Apollo Close CRM + Alegra Close CRM + 123FormBuilder Close CRM + Agile CRM Close CRM + Acuity Scheduling Close CRM + ActiveCampaign Close CRM + Bitrix24

About Formsite

Official website

Formsite is an online form builder that allows users to create custom forms and surveys quickly and easily. With a wide range of templates and a user-friendly drag-and-drop interface, Formsite enables businesses to collect data efficiently, automate workflows, and generate reports with integrated data analysis tools. Key features include advanced customization options, payment processing, and seamless integration with various applications, making it an ideal solution for gathering insights and managing information.

Forms & Surveys

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