How to connect Close CRM and FreshBooks
Create a New Scenario to Connect Close CRM and FreshBooks
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 FreshBooks will be your first step. To do this, click "Choose an app," find Close CRM or FreshBooks, 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.

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

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Authenticate FreshBooks
Now, click the FreshBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreshBooks settings. Authentication allows you to use FreshBooks through Latenode.
Configure the Close CRM and FreshBooks 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 FreshBooks 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, FreshBooks, 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 FreshBooks integration works as expected. Depending on your setup, data should flow between Close CRM and FreshBooks (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 FreshBooks
Close CRM + FreshBooks + Slack: When a deal closes in Close CRM, an invoice is automatically created in FreshBooks. A congratulatory message is then sent to a designated Slack channel.
FreshBooks + Close CRM + Google Sheets: When a new invoice is created in FreshBooks, the corresponding deal stage is updated in Close CRM, and the invoice data is logged in a Google Sheet.
Close CRM and FreshBooks 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 FreshBooks
Connect FreshBooks to Latenode to automate invoice creation and payment tracking. Trigger actions in other apps (CRM, email) based on FreshBooks events. Centralize accounting data into workflows, use AI to analyze spendings, and get custom notifications – all automated with Latenode's flexible, no-code visual builder.
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See how Latenode works
FAQ Close CRM and FreshBooks
How can I connect my Close CRM account to FreshBooks using Latenode?
To connect your Close CRM account to FreshBooks 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 FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices for new Close CRM deals?
Yes, you can! Latenode lets you trigger FreshBooks invoice creation directly from new deals in Close CRM. Streamline accounting with powerful no-code automation.
What types of tasks can I perform by integrating Close CRM with FreshBooks?
Integrating Close CRM with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices when a Close CRM deal reaches a specific stage.
- Update client information in FreshBooks when a Close CRM contact is updated.
- Send payment reminders from FreshBooks based on Close CRM deal status.
- Log Close CRM activities in FreshBooks as project notes.
- Generate summary reports in FreshBooks based on Close CRM data.
HowsecureistheCloseCRMintegrationonLatenode?
Latenode uses secure OAuth authentication, encrypting your data. Granular permissions ensure controlled access, protecting your sensitive information.
Are there any limitations to the Close CRM and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported natively; requires custom scripting.
- Complex custom field mappings may require JavaScript transformation.
- Real-time synchronization depends on the API rate limits of Close CRM and FreshBooks.