Latenode
Close CRM

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.

Updated Apr 6, 2026Est. run: 26sEst. cost: $0.0703
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Integrations & automation

Workflow preview

What this template does

  • Automatically creates a new task in the Close CRM platform whenever a meeting is scheduled within the Close platform.
  • Extracts meeting details like date, time, and agenda from the Close platform.
  • Normalizes the extracted meeting details into a structured format.
  • Stores the normalized meeting details in the Close platform as a new task.
  • Ensures important action items from meetings are captured and centralized within the Close platform.

How it works

1
Trigger

Connect to Close CRM

Monitor the Close CRM for any new meetings that are scheduled.

2
Action

Create a new task in Close

For each new meeting detected, automatically create a new task in the Close platform with the meeting details.

Setup guide

1

Add Close Credential

1. In the Latenode Credentials panel, add a Close credential by providing your Close API key or configuring Close OAuth.

2

Configure Close Node

1. Add a Close node to your workflow. 2. In the node settings, map the meeting details (e.g. title, start/end time, attendees) to the corresponding fields to create a new task in Close.

3

Handle Close Login

1. If your Close account requires authentication, configure the headless-browser node to handle the login process by storing the session cookies.

4

Trigger Workflow

1. Configure the trigger for your workflow, such as a webhook or manual trigger, to run the automation whenever a meeting is scheduled in Close.

5

Review and Test

1. Review your workflow to ensure the mapping of meeting details to the Close task creation is correct. 2. Test the integration by manually triggering the workflow and verifying the new task is created in Close as expected.

Requirements

Close CRM account with access to create tasks
API key or OAuth credentials for the Close CRM integration
Ability to configure a Latenode workspace with the 'headless-browser' and 'close-crm' nodes
Permissions within the Latenode workspace to access the Close CRM API and create new tasks

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
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