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.
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 →Workflow preview
The automation is triggered whenever a new custom activity is created or updated within the Close CRM platform.
The integration takes the data from the new or updated custom activity and transforms it into the necessary format for creating a task within the Close platform.
Using the transformed data, the automation creates a new task within the Close CRM, ensuring that the important custom activity is tracked and followed up on directly within the platform.
1. In the Latenode Credentials panel, add a new Close credential. Enter your Close API key or connect your Close account via OAuth.
1. In the Latenode visual builder, add a Close trigger node. 2. In the node settings, select the 'New/Updated Custom Activity' event to trigger the automation.
1. In the Latenode visual builder, add a Close task node. 2. In the node settings, map the relevant fields from the custom activity data to create a new task in Close.
1. Create or update a custom activity in Close. 2. Verify that a new task is automatically created in Close based on the custom activity data.
1. Review the node settings and mapping to ensure the automation is creating tasks as desired. 2. Optionally, add additional logic or transformations using other Latenode nodes to enhance the automation workflow.
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