Latenode
Close CRM
JavaScript
Tools

Automate daily CRM tasks in Close using Schedule by Latenode

This template runs on a daily schedule, searches Close CRM for the leads that match your query, and updates status and custom fields.

Use it for stale-lead flags, next-step dates, or any custom field you already keep in Close. Connect Close CRM. Put the Close API key on the Close CRM connection.

Updated Sep 16, 2026Est. run: 12sEst. cost: $0.0008
How Latenode estimates time and cost

Latenode bills workflow runtime in CPU seconds. The first 10,000 CPU seconds are free each month, then usage follows pay-as-you-go CPU-second pricing. 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 CPU seconds work →

Workflow preview

What this template does

  • Runs the Close search every day on a schedule
  • Updates lead status in Close
  • Writes custom fields from the rules you set in JavaScript
  • Keeps the Close API key on the Close CRM connection

How it works

1
Trigger

Run on a daily schedule

The scenario starts each day at the time you set.

2
Action

Search Close leads

Close CRM returns the leads that match the query you save, such as missing a custom field or sitting in a status too long.

3
Logic

Build the field updates

JavaScript walks each lead and sets the status and custom field values you want written back.

4
Action

Update the Close lead

Close CRM writes those fields onto the lead.

Setup guide

1

Connect Close CRM

Add a Close CRM connection. Put your Close API key on that connection.

2

Set the daily schedule

Add a schedule trigger and pick the hour you want the search to run.

3

Search the leads

Add a Close search for the leads that need a daily update. Filter by status, date, or a custom field you already use.

4

Map status and custom fields

In JavaScript, set the status and custom field values for each lead, then update that lead in Close. Run once by hand and confirm a test lead in Close.

Requirements

A Close CRM account Latenode can read and update
A Close API key stored on the Close CRM connection
A search query that finds the leads you want updated each day

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.
Contact support →

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