Close CRM and Instantly integration
Automate Close CRM + Instantly workflows
Connect Close CRM and Instantly to automate email outreach and lead management. Sync contacts, trigger campaigns based on CRM events, and track engagement—all without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Instantly — from both apps.
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 Instantly
Add Instantly 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 + Instantly automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Instantly
Describe your automation — press Build to open it in the editor.
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
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 Instantly
Instantly is a powerful automation tool designed to enhance outreach efforts by streamlining email sending and tracking. With its user-friendly interface, users can easily create personalized email sequences, manage responses, and analyze engagement metrics, all from one centralized platform. Instantly integrates seamlessly with various CRM systems, enabling teams to optimize their communication strategies and improve lead conversion rates effectively.
Learn moreStart automating Close CRM + Instantly today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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