Close CRM and OpenPhone integration
Automate Close CRM + OpenPhone workflows
Sync contacts and automate conversations between Close CRM and OpenPhone. Connect your sales pipeline with phone communications to streamline lead management, log calls instantly, and eliminate manual data entry across platforms.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and OpenPhone — from both apps.
New Lead (Instant)
Events from Call Summaries (Instant)
Events from Call Transcripts (Instant)
Events from Calls (Instant)
Events from Messages (Instant)
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 OpenPhone
Add OpenPhone 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 + OpenPhone automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in OpenPhone
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and OpenPhone. 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 OpenPhone
OpenPhone is a modern phone system designed for businesses, offering features like local and toll-free numbers, team messaging, and voicemail transcription. Seamlessly integrate with your workflow to manage calls and messages efficiently from any device. Enhance collaboration with shared inboxes and easily track customer interactions, ensuring a professional and responsive communication experience. Perfect for remote teams and growing companies, OpenPhone simplifies your business communication with powerful tools and a user-friendly interface.
Learn morePopular OpenPhone pairs
Start automating Close CRM + OpenPhone 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