Close CRM and FreeAgent Integration

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Automatically create FreeAgent invoices from won deals in Close CRM using Latenode's visual editor. Scale invoice generation for unlimited deals affordably and customize logic with JavaScript for complex billing.

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Close CRM

FreeAgent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and FreeAgent

Create a New Scenario to Connect Close CRM and FreeAgent

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

Sign In

Run node once

Add the FreeAgent Node

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

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Close CRM

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FreeAgent

Authenticate FreeAgent

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

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Close CRM

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FreeAgent

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Connect FreeAgent

Sign In

Run node once

Configure the Close CRM and FreeAgent 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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FreeAgent Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and FreeAgent 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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FreeAgent

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

Close CRM + FreeAgent + Slack: When a deal reaches a closed status in Close CRM, an invoice is created in FreeAgent. Then, a notification is sent to a designated Slack channel to inform the sales team.

FreeAgent + Close CRM + Google Sheets: When a new invoice is created in FreeAgent, the details are logged in a Google Sheet. The corresponding lead's status is then updated in Close CRM.

Close CRM and FreeAgent 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 FreeAgent

Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.

See how Latenode works

FAQ Close CRM and FreeAgent

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

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

Can I automatically create FreeAgent invoices from won Close CRM opportunities?

Yes! Latenode lets you automate invoice creation using Close CRM deal data. This saves time and ensures accurate financial records. Plus, scale workflows using advanced JavaScript and AI steps.

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

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

  • Create new FreeAgent contacts from new Close CRM leads.
  • Update FreeAgent clients with information from Close CRM deals.
  • Generate FreeAgent invoices when a Close CRM opportunity is won.
  • Track invoice payments in FreeAgent and update deal status in Close CRM.
  • Send payment reminders from FreeAgent based on Close CRM opportunity data.

How secure is my Close CRM data when using Latenode integrations?

Latenode employs robust security measures, including encryption and secure authentication, to protect your Close CRM data during integration and workflow execution.

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

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

  • Historical data migration between the two apps is not directly supported.
  • Custom field mapping may require advanced configuration.
  • Complex workflows might necessitate optimization for optimal performance.

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