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

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

Is the Close CRM + Xero integration free?

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

Close CRM and Xero integration

Automate Close CRM + Xero workflows

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

Free plan availableNo credit cardDeploy in 5 min

Get started for free Browse templates

Capabilities

Triggers & Actions

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

Trigger

Lead Status Changed (Instant)

Use This Integration →

Trigger

New Lead (Instant)

Use This Integration →

Trigger

New Bank Transaction

Use This Integration →

Trigger

New Credit Note

Use This Integration →

Trigger

New Or Updated Bill

Use This Integration →

Trigger

New Or Updated Contact

Use This Integration →

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 Xero

Add Xero 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 + Xero automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Xero

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 Xero. 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

Learn more

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 Xero

Official website

Xero is a cloud-based accounting software designed for small to medium-sized businesses. It offers a comprehensive suite of tools to manage invoicing, bank reconciliation, payroll, and financial reporting. With user-friendly dashboards, real-time collaboration, and automated processes, Xero simplifies financial management, allowing businesses to focus on growth. Its seamless integration with a wide range of third-party apps enhances productivity and ensures that all financial data is accessible in one place.

Accounting Software

Learn more