Latenode

Close CRM and Process Street integration

Automate Close CRM + Process Street workflows

Automate your sales pipeline by connecting Close CRM with Process Street—sync customer data, trigger workflows, and execute checklists automatically to close deals faster and eliminate manual data entry across your team.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

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

Setup

Connect both apps in 3 steps

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

01

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.

02

Connect Process Street

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

03

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 + Process Street automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Process Street

Or

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 Process Street. 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 more

About Process Street

Process Street is a powerful workflow management platform that enables teams to create, track, and optimize their processes through structured checklists and templates. With features like automation, integrations, and real-time collaboration, Process Street helps streamline tasks and improve productivity by ensuring standard operating procedures are followed consistently. Users can easily design workflows, assign tasks, and analyze performance metrics to enhance efficiency across the organization.

Learn more

Start automating Close CRM + Process Street today

Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.

Free plan · No credit card · 5-minute setup