Alegra and Close CRM integration
Automate Alegra + Close CRM workflows
Automate your billing and sales pipeline by connecting Alegra's invoicing and accounting features with Close CRM's lead management and customer tracking, enabling seamless data synchronization and streamlined business workflows.
Capabilities
Triggers & Actions
Every event and operation available when connecting Alegra and Close CRM — from both apps.
Lead Status Changed (Instant)
New Lead (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Alegra
Authenticate Alegra in Latenode's Credentials panel. You'll need access to your Alegra account and permissions to create connections.
Connect Close CRM
Add Close CRM credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Alegra + Close CRM automation
Choose a trigger and an action to build your workflow.
When this happens in Alegra...
...do this in Close CRM
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Alegra and Close CRM. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Alegra
Alegra is an intuitive cloud-based accounting and invoicing software designed for small businesses. It streamlines financial management by automating tasks such as invoicing, expense tracking, and reporting. With features like customizable invoices, real-time financial insights, and integrations with various payment platforms, Alegra helps users maintain a clear overview of their business finances, improving efficiency and decision-making.
Learn morePopular Alegra pairs
About Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreStart automating Alegra + Close CRM today
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