Close CRM Integrations
Automate Close CRM workflows — no code needed
Close CRM is a powerful platform that helps sales teams work smarter by bringing together different communication channels like email, phone calls, and text messaging. The tool makes managing leads and automating follow-ups easier, which ultimately helps businesses boost their sales performance and close deals more efficiently.
Capabilities
Triggers & Actions
Every event that starts a workflow, and every operation you can perform in Close CRM.
New Lead (Instant)
Ready-to-use templates
Popular Close CRM workflows
Start in seconds with a pre-built automation. Customize any template — no code required.
Automatically sync Close meeting details to create related tasks
This automation allows Close users to automatically create a new task within the Close platform whenever a meeting is scheduled. The integration syncs meeting information from Close to automatically generate a task, streamlining the workflow and ensuring important action items are captured. This integration is designed to improve productivity and organization for Close users by eliminating manual steps, reducing the risk of missed follow-ups, and centralizing meeting-related tasks within the Close platform.
Automate daily CRM tasks in Close using Schedule by Latenode
This automation solution allows CRM and sales teams to trigger a daily automation using Schedule by Latenode to perform bulk actions within the Close CRM platform. The automation streamlines repetitive tasks, such as updating lead statuses, sending follow-up emails, and generating reports, saving time and improving productivity for CRM and sales professionals.
Setup
Connect Close CRM in 3 steps
No developer required. From account connection to live automation in under 5 minutes.
Connect your account
Sign in to Latenode, open the Integrations panel, and authenticate your Close CRM account — one click.
Build your workflow
Drag, drop, and configure triggers and actions in the visual editor. Use AI Copilot to generate logic from a plain-text description.
Go live instantly
Test your workflow with real data, toggle it on, and let Latenode handle every execution reliably — with full logs and error handling.
What would you like to do with Close CRM?
Connect Close CRM with Your Favorite Apps
- 123FormBuilder

- ActiveCampaign

- Acuity Scheduling

- Agile CRM

- AI GPT Router

- Alegra

- Apollo

- Asana

- Attio

- Avaza

- AWeber

- Awork

- Bexio

- Bigin by Zoho CRM

- Billsby

- Bitrix24

- Brevo (Sendinblue)

- Bubble

- Cal.com

- Calendly

- Campaign Monitor

- Chargebee

- ChartMogul

- ChatGPT

- Chatwork

- Circle

- Clearout

- Cleverreach

- ClickMeeting

- ClickUp

- Cliengo

- Clio

- Clockify

- Cloudinary

- CloudTalk

- Cloze

- Coda

- Confluence

- Constant Contact

- Contacts+

- ConvertAPI

- ConvertKit

- Curated
- Customer.io

- Databox

- Delighted

- Discord bot

- Docusign

- Drip

- Dropbox

- Ecwid

- Encharge

- Eventbrite

- Everhour

- Facebook Conversions

- Facebook Lead Ads

- Fillout

- Fireflies.ai

- FireText

- Flodesk

- Follow Up Boss

- Fomo

- Formsite

- Formstack

- Foxit

- FreshBooks

- Freshdesk

- Freshservice

- Front

- Geckoboard
- Getform

- Getresponse

- Ghost

- Gmail

- GoCanvas

- Google Ads

- Google AppSheet

- Google calendar

- Google Chat

- Google Cloud BigQuery

- Google contacts

- Google docs

- Google drive

- Google Forms

- Google Meet

- Google sheets

- Google slides

- Google tasks

- GoToWebinar

- Gravity Forms

- Gumroad

- Harvest

- Help Scout

- HighLevel

- Hive

- Holded

- HubSpot

- Insightly

- Instagram for Business

- Instantly

- Instapage
- Intercom

- Jibble

- Jira

- JobNimbus

- Jotform

- JustCall

- Klaviyo

- KlickTipp

- Kommo

- Landbot.io

- Lemlist

- Linear


- LinkedIn Personal Account

- Livestorm

- Lob

- Mailchimp

- Mailerlite

- Mailgun

- Mailjet

- Mailmodo

- ManyChat

- MemberVault

- Microsoft Excel

- Microsoft OneNote

- Microsoft Teams

- Microsoft To Do

- Miro

- Missive

- Moco

- Monday

- Moneybird

- Motion

- Netlify

- NeverBounce

- Nimble

- NoCRM

- Notion

- Odoo

- Omnisend

- Ontraport

- OpenPhone

- Ortto

- PandaDoc

- Paperform

- pdfFiller

- Phantombuster

- Pipedrive

- Pipefy

- Podio

- PostgreSQL

- Process Street

- Productboard

- Pushbullet

- Pushover

- Quentn

- Quickbase

- QuickBooks

- Qwilr

- RD Station

- Realgeeks

- Recruitee

- RocketReach

- Roll
- Rss.app

- Salesflare
- Salesforce

- Salesmate

- Scoro

- Sellsy

- SendFox

- Sendgrid

- SendPulse

- Sendy

- Shippo

- Shopify

- Signnow

- Slack

- Smartsheet

- SmartSuite

- Smsapi

- Snowflake

- SOS Inventory

- Square

- Squarespace

- Streak

- Stripe

- Superchat

- SurveyMonkey

- Systeme IO

- Tally

- Teamleader

- Teamwork

- Telegram

- Textmagic

- Thankster

- TickTick

- TidyCal

- TikTok

- TimeCamp

- tl;dv

- Todoist

- Toggl Track

- Trainerize

- Twilio

- Twist

- Typeform

- Unbounce

- VideoAsk

- Vision6

- Wave

- Wealthbox

- Webflow

- Webhook

- Wix

- WooCommerce

- Woodpecker

- WordPress.com

- Wrike

- Wufoo

- Xero

- YouCanBookMe

- Zendesk Sell

- ZeroBounce

- Zoho Analytics

- Zoho Books

- Zoho Campaigns

- Zoho Creator

- Zoho CRM

- Zoho Desk

- Zoho Inventory

- Zoho Invoice

- Zoho Mail

- Zoho Projects

- Zoho Recruit

- Zulip

Custom Integration
Can't find your app?
We build custom integrations in 7–14 days for $500. OAuth, webhooks, REST APIs — all covered. You describe the workflow, we deliver a production-ready connector.
In Close CRM, a Lead represents a potential customer or company you're trying to sell to. It holds all the contact information, communication history, and custom fields related to that prospect.
About Close CRM
Close CRM is a powerful platform that helps sales teams work smarter by bringing together different communication channels like email, phone calls, and text messaging. The tool makes managing leads and automating follow-ups easier, which ultimately helps businesses boost their sales performance and close deals more efficiently.
Popular Close CRM integrations
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