Close CRM and QuickBooks integration
Automate Close CRM + QuickBooks workflows
Connect Close CRM and QuickBooks to automate customer data sync, instantly create invoices from deals, and eliminate manual entry between sales and accounting workflows.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and QuickBooks — from both apps.
New Lead (Instant)
New Bill (Instant)
New Customer (Instant)
New Invoice (Instant)
New Payment (Instant)
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
Describe your automation — press Build to open it in the editor.
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
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 QuickBooks
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.
Learn moreStart automating Close CRM + QuickBooks today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Free plan · No credit card · 5-minute setup