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How to connect Close CRM and Bexio
Create a New Scenario to Connect Close CRM and Bexio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Bexio will be your first step. To do this, click "Choose an app," find Close CRM or Bexio, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bexio Node
Next, click the plus (+) icon on the Close CRM node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
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Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the Close CRM and Bexio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Bexio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Bexio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Bexio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Bexio integration works as expected. Depending on your setup, data should flow between Close CRM and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Bexio
Close CRM + Bexio + Slack: When a lead's status changes in Close CRM, create an invoice in Bexio. Then, send a message to a Slack channel notifying the sales team about the new invoice.
Bexio + Google Sheets + Close CRM: When a new sales invoice is created in Bexio, add the invoice details to a Google Sheet. Subsequently, update the corresponding customer details in Close CRM using the information from the Google Sheet.
Close CRM and Bexio integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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See how Latenode works
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FAQ Close CRM and Bexio
How can I connect my Close CRM account to Bexio using Latenode?
To connect your Close CRM account to Bexio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bexio invoices from won Close CRM deals?
Yes, you can! Latenode's visual editor simplifies this automation. Trigger workflows on deal wins to instantly generate and send invoices, saving time and ensuring accuracy.
What types of tasks can I perform by integrating Close CRM with Bexio?
Integrating Close CRM with Bexio allows you to perform various tasks, including:
- Creating a new Bexio contact when a new lead is created in Close CRM.
- Updating Bexio contact information when a Close CRM lead is updated.
- Generating Bexio invoices upon closing a deal as "won" in Close CRM.
- Syncing product information between Close CRM and Bexio for accurate billing.
- Creating custom reports combining sales data from Close CRM and financial data from Bexio.
How can I customize Close CRM and Bexio integrations on Latenode?
Use Latenode's JavaScript blocks for advanced customization, like complex data transformations or unique business logic, surpassing basic integrations.
Are there any limitations to the Close CRM and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Close CRM might require manual mapping in Latenode.
- Real-time synchronization depends on the API rate limits of both Close CRM and Bexio.
- Certain advanced Bexio features might need custom JavaScript coding within Latenode.
