Close CRM and Salesforce integration
Automate Close CRM + Salesforce workflows
Sync Close CRM contacts and deals with Salesforce to automate data flow, eliminate manual entry, and keep both platforms synchronized in real-time for seamless sales operations.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Salesforce — from both apps.
New Lead (Instant)
New Record
Updated Record
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 Salesforce
Add Salesforce 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 + Salesforce automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Salesforce
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Salesforce. 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 Salesforce
Salesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.
Learn moreStart automating Close CRM + Salesforce today
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