Latenode
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Close CRM

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.

Updated Apr 12, 2026Est. run: 25sEst. cost: $0.05
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 →
CRM & sales

Workflow preview

What this template does

  • Triggers a daily automation in the Close CRM platform using Schedule by Latenode
  • Updates lead statuses in Close CRM as part of the daily automation
  • Sends follow-up emails to leads in Close CRM as part of the daily automation
  • Generates reports in Close CRM as part of the daily automation
  • Saves time and improves productivity for CRM and sales professionals

How it works

1
Trigger

Run daily automation

The automation is triggered on a daily schedule using Latenode.

2
Action

Update lead statuses in Close CRM

The automation bulk updates lead statuses within the Close CRM platform.

3
Action

Send automated follow-up emails

The automation sends automated follow-up emails to leads within the Close CRM platform.

4
Action

Generate automated sales reports

The automation generates automated sales reports within the Close CRM platform.

5
Logic

Transform data for reporting

The automation normalizes and prepares the data from Close CRM for the sales reports.

Setup guide

1

Add Close CRM credential

1. In the Latenode Credentials panel, add a new credential for the Close CRM integration. Enter your Close CRM API key.

2

Set up the Close CRM node

1. In the Latenode builder, add a Close CRM node to your workflow. 2. In the node settings, select the Close CRM credential you added earlier. 3. Configure the node's inputs, such as the actions you want to perform (e.g. update lead status, send follow-up emails, generate reports).

3

Add Latenode Schedule trigger

1. In the Latenode builder, add a Latenode Schedule trigger node to your workflow. 2. Configure the schedule to run the automation daily at your desired time.

4

Map data between nodes

1. In the Latenode builder, map the necessary data fields between the Latenode Schedule trigger and the Close CRM node, ensuring the automation can access the required information to perform the bulk actions.

5

Test and deploy the automation

1. Test your automation by running it manually in the Latenode builder. 2. Once you're satisfied with the results, deploy your automation to run daily on the schedule you configured.

Requirements

Set up a Latenode account and create a new workflow
Connect your Close CRM account to Latenode and authorize access
Configure the Latenode Schedule trigger to run the automation daily at your desired time
In the workflow, add actions to perform bulk updates in Close CRM, such as updating lead statuses, sending follow-up emails, and generating reports

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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