Close CRM and Clockify Integration

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Automatically log billable hours in Clockify based on Close CRM deal stages. Latenode's visual editor makes it easy to customize the automation logic, and its affordable pricing lets you scale without cost concerns.

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Close CRM

Clockify

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Clockify

Create a New Scenario to Connect Close CRM and Clockify

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 Clockify will be your first step. To do this, click "Choose an app," find Close CRM or Clockify, 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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Close CRM

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.

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Close CRM

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#1 Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Clockify Node

Next, click the plus (+) icon on the Close CRM node, select Clockify from the list of available apps, and choose the action you need from the list of nodes within Clockify.

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Close CRM

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Clockify

Authenticate Clockify

Now, click the Clockify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clockify settings. Authentication allows you to use Clockify through Latenode.

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Close CRM

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Clockify

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#2 Clockify

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Connection *

Select

Map

Connect Clockify

Sign In

Run node once

Configure the Close CRM and Clockify Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Clockify

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Connect Clockify

Clockify Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Clockify 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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JavaScript

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AI Anthropic Claude 3

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Clockify

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Trigger on Webhook

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Close CRM

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, Clockify, 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 Clockify integration works as expected. Depending on your setup, data should flow between Close CRM and Clockify (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 Clockify

Close CRM + Clockify + Google Calendar: When a lead status changes in Close CRM, find the associated project in Clockify. Based on the time tracked against that project in Clockify, schedule a follow-up meeting in Google Calendar.

Clockify + Close CRM + Slack: When new time is logged in Clockify against a project, find the associated lead in Close CRM. Then, send a Slack message to a specified channel alerting project managers of the logged time and progress.

Close CRM and Clockify 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.

Related categories

About Clockify

Track work hours in Clockify and automate reporting within Latenode. Log time entries, then trigger automated invoice creation, project updates, or performance dashboards. Centralize time tracking data in your workflows and reduce manual data entry. Use AI tools to analyze time data and optimize project timelines.

See how Latenode works

FAQ Close CRM and Clockify

How can I connect my Close CRM account to Clockify using Latenode?

To connect your Close CRM account to Clockify 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 Clockify accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically track Close CRM opportunity time in Clockify?

Yes, you can! Latenode allows automated time tracking, updating Clockify when opportunity stages change in Close CRM. Get accurate project time data and insights with ease.

What types of tasks can I perform by integrating Close CRM with Clockify?

Integrating Close CRM with Clockify allows you to perform various tasks, including:

  • Automatically creating Clockify projects from new Close CRM opportunities.
  • Logging time spent on calls from Close CRM in Clockify as billable hours.
  • Updating opportunity status in Close CRM based on tracked time in Clockify.
  • Generating reports combining sales data from Close CRM and time data from Clockify.
  • Sending Slack notifications about budget overruns based on tracked Clockify time.

Can I filter Close CRM leads before sending data to Clockify?

Yes! Latenode's visual editor and JavaScript blocks allow advanced filtering, so only relevant Close CRM data is sent to Clockify, ensuring accurate time tracking.

Are there any limitations to the Close CRM and Clockify integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data sync requires manual configuration for historical records.
  • Complex custom fields in Close CRM may require custom JavaScript for mapping.
  • Clockify's free plan limitations may impact the scale of tracked projects.

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