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.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Process Street — from both apps.
New Lead (Instant)
Data Set Record Created
Data Set Record Deleted
Data Set Record Updated
New Task Checked
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 Process Street
Add Process Street 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 + Process Street automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Process Street
Describe your automation — press Build to open it in the editor.
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 moreAbout 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 moreStart automating Close CRM + Process Street today
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