How do I set up the Close CRM and Roll integration?

Setting up is simple: Create a new scenario in Latenode, add Close CRM as your trigger, add Roll as your action, authenticate both apps, configure your workflow and deploy.

Is the Close CRM + Roll integration free?

Latenode offers a generous free tier that includes the Close CRM and Roll integration. You can start building workflows at no cost with no credit card required.

Close CRM and Roll integration

Automate Close CRM + Roll workflows

Connect Close CRM and Roll to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

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

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Trigger

New Created Company

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Trigger

New Created Project

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Trigger

New Created Task

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Trigger

New Created Time Record

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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 Roll

Add Roll 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 + Roll automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Roll

Or the other way around

When this happens in Roll...

...do this in Close CRM

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 Roll. 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

Official website

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.

CRM

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Popular Close CRM pairs

Close CRM + Twitch Close CRM + Google sheets Close CRM + Google docs Close CRM + Zoom Close CRM + Jira Close CRM + Spotify Close CRM + AI Agent Close CRM + Salesforce Close CRM + Strava Close CRM + YouTube Close CRM + ChatGPT Close CRM + Giphy Close CRM + QuickBooks Close CRM + Gmail

About Roll

Official website

Roll is a cloud-based platform that allows users to create, manage, and collaborate on documents and spreadsheets in real-time. With its intuitive interface, Roll offers seamless sharing and integration options, enabling teams to work together efficiently from anywhere. Key features include customizable templates, robust editing tools, and secure file storage, making it ideal for businesses seeking a comprehensive solution for document management and collaborative workflows.

Cloud Storage

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