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Automatically create QuickBooks invoices from won deals in Close CRM, eliminating manual data entry. Latenode's visual editor and affordable execution pricing allow you to scale this crucial workflow without breaking the bank, plus add advanced logic using JavaScript.
Connect Close CRM and QuickBooks in minutes with Latenode.
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Create a New Scenario to Connect Close CRM and QuickBooks
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 QuickBooks will be your first step. To do this, click "Choose an app," find Close CRM or QuickBooks, 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 QuickBooks Node
Next, click the plus (+) icon on the Close CRM node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Close CRM
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QuickBooks
Authenticate QuickBooks
Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.
Configure the Close CRM and QuickBooks 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 QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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QuickBooks
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, QuickBooks, 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 QuickBooks integration works as expected. Depending on your setup, data should flow between Close CRM and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + QuickBooks + Slack: When a lead's status changes in Close CRM to 'Closed Won', an invoice is automatically created in QuickBooks. A message is then sent to a specified Slack channel to notify the sales team of the successful deal.
QuickBooks + Close CRM + Google Sheets: When a new invoice is created in QuickBooks, the data is exported to a Google Sheet, and the corresponding lead in Close CRM is updated with the invoice information.
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 QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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How can I connect my Close CRM account to QuickBooks using Latenode?
To connect your Close CRM account to QuickBooks on Latenode, follow these steps:
Can I automatically create QuickBooks invoices from new Close CRM deals?
Yes, automatically creating QuickBooks invoices from Close CRM deals is possible! Latenode's visual editor simplifies this. Benefit: reduce manual data entry and speed up your billing cycle.
What types of tasks can I perform by integrating Close CRM with QuickBooks?
Integrating Close CRM with QuickBooks allows you to perform various tasks, including:
How do I handle complex data transformations between Close CRM and QuickBooks?
Latenode allows you to use JavaScript code blocks to handle complex transformations or custom logic required for the integration of Close CRM and QuickBooks.
Are there any limitations to the Close CRM and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: