Trigger
Connect Close CRM and Instantly to build powerful automations — sync data, route events, and orchestrate workflows — without code.
Capabilities
Every event and operation available when connecting Close CRM and Instantly — from both apps.
Ready-to-use templates
One-click templates — customise in minutes, no code required.
This automation allows Close users to automatically create a new task within the Close platform whenever a meeting is scheduled. The integration syncs meeting information from Close to automatically generate a task, streamlining the workflow and ensuring important action items are captured. This integration is designed to improve productivity and organization for Close users by eliminating manual steps, reducing the risk of missed follow-ups, and centralizing meeting-related tasks within the Close platform.
This automation solution allows CRM and sales teams to trigger a daily automation using Schedule by Latenode to perform bulk actions within the Close CRM platform. The automation streamlines repetitive tasks, such as updating lead statuses, sending follow-up emails, and generating reports, saving time and improving productivity for CRM and sales professionals.
This automation template allows users to automatically create and update deals in HubSpot, a leading CRM platform, whenever a new event is triggered in Instantly, an event-driven automation tool. This integration streamlines the lead management process by syncing new leads and related data between the two systems. Users can quickly capture leads from Instantly and convert them into deals within HubSpot, ensuring a smooth transition from lead generation to sales pipeline management. This solution is designed for sales and marketing teams who need to efficiently manage their customer relationships and sales opportunities.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.
Add Instantly credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between Close CRM and Instantly. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
Close CRM is a powerful platform that helps sales teams work smarter by bringing together different communication channels like email, phone calls, and text messaging. The tool makes managing leads and automating follow-ups easier, which ultimately helps businesses boost their sales performance and close deals more efficiently.
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This platform empowers users to streamline processes, enhance productivity, and focus on core business activities. By leveraging Instantly, you can unlock new levels of efficiency and innovation in your operations.
Learn moreJoin 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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