Latenode

Close CRM Integrations

Automate Close CRM workflows — no code needed

Official website

Seamlessly integrate Close CRM with Latenode to automate your sales workflows. Enhance customer data management, streamline communication, and boost productivity without any coding. Transform your sales process effortlessly and save time.

CRM
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Capabilities

Triggers & Actions

Every event that starts a workflow, and every operation you can perform in Close CRM.

Ready-to-use templates

Popular Close CRM workflows

Start in seconds with a pre-built automation. Customize any template — no code required.

Integrations & automation

Automatically create Close tasks for new custom activities

This automation integration allows Close users to automatically create tasks within the Close platform whenever a new custom activity is created or updated. This streamlines the workflow for sales and account management teams, ensuring that important activities are tracked and followed up on directly within the Close CRM. The automation connects the Close platform with the custom activity data, eliminating the need for manual task creation and improving overall productivity and efficiency.

7s$0.0004
Integrations & automation

Route Close SMS messages to an external phone number

This automation allows businesses using the Close CRM platform to automatically detect and forward incoming SMS messages to a specified external phone number. When a new SMS message is received in Close, the automation will extract the message content and send it to the designated phone number, enabling users to quickly respond to and follow up on important communications. This integration streamlines the process of managing SMS conversations within the Close ecosystem, improving customer responsiveness and productivity for sales and support teams.

7s$0.0004
CRM & sales

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.

12s$0.0008
Browse all Close CRM templates →

Setup

Connect Close CRM in 3 steps

No developer required. From account connection to live automation in under 5 minutes.

01

Connect your account

Sign in to Latenode, open the Integrations panel, and authenticate your Close CRM account — one click.

02

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.

03

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

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.

FAQ

Common questions

Can't find what you need? Contact support →

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

Official websiteHelp

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.

Related categories
CRM

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Close CRM + AI ModelsClose CRM + AvazaClose CRM + AI GPT RouterClose CRM + ApolloClose CRM + AlegraClose CRM + 123FormBuilderClose CRM + Agile CRMClose CRM + Acuity SchedulingClose CRM + ActiveCampaignClose CRM + Bitrix24

Start automating Close CRM today

Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.

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