Close CRM and Scoro integration
Automate Close CRM + Scoro workflows
Sync Close CRM contacts and deals with Scoro projects automatically. Streamline your sales and project management workflow by connecting customer data, automating task creation, and keeping teams aligned in real-time without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Scoro — from both apps.
New Lead (Instant)
New or Updated Client
New or Updated Invoice
New or Updated Task
New, Updated or Deleted Project
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 Scoro
Add Scoro 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 + Scoro automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Scoro
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Scoro. 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 Scoro
Scoro is a comprehensive business management solution designed to streamline project management, collaboration, and financial tracking in one platform. It offers tools for task management, time tracking, budgeting, and reporting, enabling teams to optimize workflows and improve productivity. With customizable dashboards and integrated communication features, Scoro helps businesses gain insights into their performance while effectively managing resources and client relationships.
Learn morePopular Scoro pairs
Start automating Close CRM + Scoro today
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