Latenode
Close CRM

Automatically update Close CRM leads and custom fields

This automation triggers daily at a user-specified time to generate bulk actions within the Close CRM platform. The workflow saves time and effort by automating the process of updating lead statuses, custom fields, or clearing custom fields in Close.

It integrates with the Schedule by Zapier app to schedule the recurring daily trigger, and connects to the Close CRM to perform the bulk actions. This allows users to maintain up-to-date records in their Close CRM effortlessly, improving productivity and record management.

Updated Apr 2, 2026Est. run: 5sEst. cost: $0.0003
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

  • Schedules a daily automation trigger using the Schedule by Zapier app
  • Connects to the Close CRM platform to perform bulk actions
  • Updates lead statuses, custom fields, or clears custom fields in Close
  • Saves time and effort by automating the process of maintaining Close records
  • Generates an up-to-date Close CRM with improved productivity and record management

How it works

1
Trigger

Schedule Daily Workflow Trigger

The workflow is triggered every day at a user-specified time using the Schedule by Zapier integration. This initiates the daily automation to perform bulk actions within the Close CRM platform.

2
Action

Create Bulk Action in Close CRM

The workflow connects to the Close CRM integration to generate a new bulk action. This allows updating lead statuses, custom fields, or clearing custom fields in batch across the user's Close CRM records.

3
Logic

Configure Bulk Action Type

The JavaScript integration is used to set the type of bulk action to be performed, such as updating status, updating custom fields, or clearing custom fields. This configures the specific operations to be executed within the Close CRM.

4
Action

Execute Bulk Action in Close CRM

The configured bulk action is executed within the Close CRM, automatically updating lead records, custom fields, or clearing custom fields as specified. This allows the user to maintain up-to-date records in their Close CRM effortlessly.

Setup guide

1

Add Zapier Schedule credential in Latenode Credentials

In the Latenode Credentials panel, add a new credential for the Zapier Schedule integration. Connect your Zapier account by following the OAuth flow.

2

Add Close CRM credential in Latenode Credentials

In the Latenode Credentials panel, add a new credential for the Close CRM integration. Connect your Close CRM account by entering your API key or completing the OAuth flow.

3

Configure Schedule by Zapier node

In the Latenode visual builder, add a Schedule by Zapier node. Set the schedule to run daily at your desired time.

4

Configure Close CRM node

In the Latenode visual builder, add a Close CRM node. Select the type of bulk action you want to perform: update lead status, update custom field, or clear custom field. Map the necessary data fields from the Schedule node to the Close CRM node.

5

Test the workflow

Run a test of your workflow to ensure the Schedule by Zapier and Close CRM integrations are working as expected. Verify that the bulk actions are being performed correctly in your Close CRM.

Requirements

Connect your Zapier account to Schedule by Zapier app to configure a daily trigger
Connect your Zapier account to the Close CRM app to access your Close CRM data
Set up a Latenode workspace with the 'code' node to perform the bulk actions in Close CRM
Obtain an API key for your Close CRM account to authenticate the integration

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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