How do I set up the Close CRM and QuickBooks integration?

Setting up is simple: Create a new scenario in Latenode, add Close CRM as your trigger, add QuickBooks as your action, authenticate both apps, configure your workflow and deploy.

Is the Close CRM + QuickBooks integration free?

Latenode offers a generous free tier that includes the Close CRM and QuickBooks integration. You can start building workflows at no cost with no credit card required.

Close CRM and QuickBooks integration

Automate Close CRM + QuickBooks workflows

Connect Close CRM and QuickBooks to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

Every event and operation available when connecting Close CRM and QuickBooks — from both apps.

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Trigger

New Bill (Instant)

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Trigger

New Customer (Instant)

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Trigger

New Invoice (Instant)

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Trigger

New Payment (Instant)

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

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.

Connect QuickBooks

Add QuickBooks credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

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 + QuickBooks automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in QuickBooks

Or the other way around

When this happens in QuickBooks...

...do this in Close CRM

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Close CRM and QuickBooks. 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

Official website

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.

CRM

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Popular Close CRM pairs

Close CRM + ActiveCampaign Close CRM + Acuity Scheduling Close CRM + Alegra Close CRM + Agile CRM Close CRM + Apollo Close CRM + AI GPT Router Close CRM + Asana Close CRM + Attio Close CRM + Avaza Close CRM + 123FormBuilder

About QuickBooks

Official website

QuickBooks is a powerful accounting software designed for small businesses, offering tools for invoicing, expense tracking, payroll, and financial reporting. With its user-friendly interface, QuickBooks allows users to manage their finances efficiently from anywhere, ensuring accurate bookkeeping and easy tax preparation. The platform integrates seamlessly with various financial institutions and third-party applications, providing real-time insights into business performance and cash flow management.

Accounting Software

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