Close CRM and Microsoft Teams integration
Automate Close CRM + Microsoft Teams workflows
Sync Close CRM contacts and deals directly to Microsoft Teams channels, automating deal notifications and team updates in real-time to accelerate sales collaboration and ensure seamless information flow.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Microsoft Teams — from both apps.
New Lead (Instant)
New Channel
New Channel Mention
New Channel Message
New Chat
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 Microsoft Teams
Add Microsoft Teams 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 + Microsoft Teams automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Microsoft Teams
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Microsoft Teams. 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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates chat, video meetings, file storage, and application integration in a single workspace. Designed for enhanced teamwork, it allows users to communicate seamlessly through instant messaging and video calls, while facilitating real-time collaboration on documents. With customizable teams and channels, Teams enables organizations to organize projects effectively and maintain productivity with built-in tools such as task management and file sharing.
Learn moreStart automating Close CRM + Microsoft Teams today
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