STEP 1
Connect Close CRM and Oro CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and Oro CRM Integration
Build crm workflows between Close CRM and Oro CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Close CRM and Oro CRM
Detailed info you need to know about Close CRM and Oro CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to Oro CRM
Set up your Close CRM and Oro CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and Oro CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Close CRM and Oro CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and Oro CRM work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and Oro CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersOro CRM actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
Oro CRM modules
- Create a Checkout RecordInitiates a checkout record.
- Create a ContactCreates a new contact in the service.
- Create a ConversationCreates a new conversation record.
- Create a CustomerCreates a new customer record.
- Create a Customer AddressCreates a new customer address record.
- Create a Customer GroupCreates a new customer group record.
- Create a Customer Tax CodeCreates a new customer tax code record.
- Create a ProductCreates a new product record.
- Create a Product DescriptionCreates a new product description record.
- Create a Product ImageCreates a new product image.
- Create a Product PriceCreates a new product price record.
- Create a Shipping TrackingCreates a new shipping tracking record.
- Create an AccountCreates a new account.
- Create an OrderCreates a new order record.
- Create an Order AddressCreates a new order address.
- Create an Order DiscountCreates a new order discount record.
- Create an Order Line ItemCreates a new order line item record.
- Create Product Kit ItemsCreates new product kit items.
- Delete a Checkout RecordDeletes a checkout record from the system.
- Delete a ContactDeletes a contact by ID.
- Delete a ConversationDeletes a specific conversation record.
- Delete a CustomerDeletes a specific customer record.
- Delete a Customer GroupDeletes a specific customer group record.
- Delete a Customer TaxcodeDeletes a specific customer tax code record.
- Delete a ProductDeletes a product record.
- Delete a Product DescriptionDeletes a product description record.
- Delete a Product ImageDeletes a product image from the specified product.
- Delete a Product PriceDeletes a product price record.
- Delete a Shipping TrackingDeletes a shipping tracking from the system.
- Delete an AccountDeletes an account by ID.
- Delete an AddressDeletes a specific customer address record.
- Delete an OrderDeletes a specific order record.
- Delete an Order AddressDeletes a specific order address using its ID.
- Delete an Order DiscountRemoves a specific order discount record.
- Delete an Order Line ItemDeletes a specific order line item record.
- Delete Product Kit ItemsDeletes product kit items from the system.
- Get a Checkout RecordRetrieves a checkout record.
- Get a ContactRetrieves a contact's details by ID.
- Get a ConversationRetrieves a specific conversation record.
- Get a CustomerRetrieves a specific customer record.
- Get a Customer ConversationRetrieves the record of the customer that a specific conversation belongs to.
- Get a Customer GroupRetrieves a specific customer group record.
- Get a Customer Tax CodeRetrieves a specific customer tax code record.
- Get a ProductRetrieves a product record.
- Get a Product DescriptionRetrieves a product description record.
- Get a Product Kit's ItemsRetrieves the items from a specified product kit.
- Get a Product PriceRetrieves the price record of a specified product.
- Get a Shipping TrackingRetrieves the shipping tracking information for a given shipment.
- Get an AccountRetrieves details of an account by ID.
- Get an AddressRetrieves a specific customer address record.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and Oro CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and Oro CRM.
Connect your Close CRM and Oro CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Create a Checkout Record" in Oro CRM. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Oro CRM has 95 actions (including Create a Checkout Record, Create a Contact, and Create a Conversation). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Close CRM-to-Oro CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Close CRM (or Oro CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Close CRM + Oro CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Close CRM and Oro CRM integration.
- Close CRM and Oro CRM integration source code, module specs and credentials implementation.
- Our Close CRM and Oro CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and Oro CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Close CRM integration information
- Oro CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library