Close CRM and Square integration
Automate Close CRM + Square workflows
Sync customer data seamlessly between Close CRM and Square. Automate lead management, payment tracking, and sales workflows to eliminate manual data entry and accelerate your sales cycle with intelligent automation.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Square — from both apps.
New Lead (Instant)
New Events (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 Square
Add Square 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 + Square automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Square
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Square. 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 Square
Square is a comprehensive payment processing platform designed for businesses of all sizes, offering tools to accept payments, manage inventory, and analyze sales data. With features like point-of-sale systems, online payments, and invoicing, Square streamlines transactions and enhances customer experiences. It also provides reporting and analytics to help entrepreneurs make informed decisions and grow their businesses. Whether in-store or online, Square simplifies the payment process and empowers businesses to succeed.
Learn moreStart automating Close CRM + Square today
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