How do I set up the Close CRM and Zoho Invoice integration?

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

Is the Close CRM + Zoho Invoice integration free?

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

Close CRM and Zoho Invoice integration

Automate Close CRM + Zoho Invoice workflows

Sync Close CRM contacts and deals directly to Zoho Invoice to automate billing workflows, eliminate manual data entry, and keep customer information perfectly aligned across your sales and accounting systems.

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Capabilities

Triggers & Actions

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

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Trigger

New Credit Note

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Trigger

New Invoice

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Trigger

New Project

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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 Zoho Invoice

Add Zoho Invoice 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 + Zoho Invoice automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Zoho Invoice

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 Zoho Invoice. 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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About Zoho Invoice

Official website

Zoho Invoice is a cloud-based invoicing software designed to help businesses streamline their billing processes. With features such as customizable invoices, expense tracking, and automated payment reminders, Zoho Invoice simplifies the management of financial transactions. The platform allows users to create professional invoices in multiple currencies, track payments and time, and generate insightful reports, making it easy to stay on top of finances and enhance cash flow. Additionally, Zoho Invoice integrates seamlessly with other Zoho applications and third-party services, providing a comprehensive solution for invoicing and financial management.

Billing & Invoicing

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