Bexio and Close CRM integration
Automate Bexio + Close CRM workflows
Connect Bexio and Close CRM to automate invoicing and sales workflows, syncing financial data with customer interactions to streamline billing, pipeline management, and client communication in one unified platform.
Capabilities
Triggers & Actions
Every event and operation available when connecting Bexio and Close CRM — from both apps.
New Product
New Project
New Sales-Invoice
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 Bexio
Authenticate Bexio in Latenode's Credentials panel. You'll need access to your Bexio 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 Bexio + Close CRM automation
Choose a trigger and an action to build your workflow.
When this happens in Bexio...
...do this in Close CRM
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Bexio 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 Bexio
Bexio is a comprehensive cloud-based business management software designed for small businesses and freelancers, offering features such as invoicing, accounting, project management, and customer relationship management (CRM). With Bexio, users can easily track expenses, manage client data, and automate administrative tasks, all while ensuring compliance with tax regulations. The platform simplifies workflow with intuitive tools and integrations, allowing businesses to focus on growth and customer satisfaction.
Learn morePopular Bexio 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 Bexio + Close CRM today
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