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How to connect Close CRM and Xero
Create a New Scenario to Connect Close CRM and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Close CRM or Xero, 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.
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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 Xero Node
Next, click the plus (+) icon on the Close CRM node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Xero
Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Close CRM and Xero 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 Xero 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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Xero
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Close CRM and Xero (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 Xero
Close CRM + Xero + Slack: When a deal's status changes to 'Closed' in Close CRM, an invoice is created in Xero. A notification is then sent to a designated Slack channel to inform the sales team.
Xero + Close CRM + Google Sheets: When a new or updated sales invoice is created in Xero, financial data (like invoice number, amount, due date) is added to a Google Sheet. The related contact in Close CRM is updated with a link to this Google Sheet row.
Close CRM and Xero 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 Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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See how Latenode works
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FAQ Close CRM and Xero
How can I connect my Close CRM account to Xero using Latenode?
To connect your Close CRM account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from won Close CRM deals?
Yes, you can! Latenode automates invoice creation in Xero upon closing a deal in Close CRM. This saves time and ensures accurate, timely billing by triggering workflows based on deal stages.
What types of tasks can I perform by integrating Close CRM with Xero?
Integrating Close CRM with Xero allows you to perform various tasks, including:
- Automatically creating new Xero contacts from new Close CRM leads.
- Updating customer information in Xero when a contact is updated in Close CRM.
- Generating sales reports in Xero based on data from Close CRM opportunities.
- Sending payment reminders from Xero based on deal stages in Close CRM.
- Tracking invoice statuses from Xero within Close CRM activity feeds.
How do I handle complex calculations between Close CRM and Xero?
Latenode allows custom JavaScript code, so calculations and data transformations are fully supported. Build any logic or formula into your integration.
Are there any limitations to the Close CRM and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field synchronization requires careful mapping and may need JavaScript.
- High-volume data transfers might require optimization for performance.
- API rate limits on Close CRM and Xero can affect processing speed.
