Close CRM and Insightly integration
Automate Close CRM + Insightly workflows
Connect Close CRM and Insightly to sync contacts, deals, and activities automatically. Eliminate manual data entry, keep customer information updated across platforms, and build powerful workflows that trigger actions based on CRM events—all without coding.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Insightly — from both apps.
New Lead (Instant)
Deleted Record
New Record
Updated Field on Record
Updated Record
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 Insightly
Add Insightly 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 + Insightly automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Insightly
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Insightly. 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
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.
Learn moreAbout Insightly
Insightly is a powerful CRM and project management platform designed to help businesses manage their customer relationships and streamline project workflows. With features such as lead and contact management, project tracking, task assignments, and automation capabilities, Insightly enables teams to collaborate effectively while gaining actionable insights to drive growth. The integration also offers customizable dashboards and reporting tools, allowing users to visualize their data and make informed decisions.
Learn moreStart automating Close CRM + Insightly today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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