Latenode

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.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

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

Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

01

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.

02

Connect Square

Add Square credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

03

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

Or

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 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 more

About 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 more

Start automating Close CRM + Square 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