Trigger
Close CRM and FreshBooks integration
Automate Close CRM + FreshBooks workflows
Sync customer data between Close CRM and FreshBooks automatically to streamline sales and accounting workflows, eliminate manual data entry, and keep client information synchronized across both platforms in real-time.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and FreshBooks — from both apps.
Trigger
New Lead (Instant)
Trigger
New Expense (Instant)
Trigger
New Invoice (Instant)
Trigger
New Project (Instant)
Trigger
New Time Entry (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect Close CRM
Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.
02
Connect FreshBooks
Add FreshBooks credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Close CRM + FreshBooks automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in FreshBooks
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and FreshBooks. 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 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 moreAbout FreshBooks
FreshBooks is a user-friendly cloud accounting solution designed for small businesses and freelancers. It simplifies invoicing, expense tracking, time management, and reporting, allowing users to manage their finances effectively. With features like customizable invoices, automated reminders, and project tracking, FreshBooks helps businesses save time and get paid faster while maintaining a clear overview of their financial health.
Learn moreStart automating Close CRM + FreshBooks today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Get started freeFree plan · No credit card · 5-minute setup