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How to connect FreeAgent and Close CRM
Create a New Scenario to Connect FreeAgent and Close CRM
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 FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or Close CRM will be your first step. To do this, click "Choose an app," find FreeAgent or Close CRM, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the FreeAgent node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the FreeAgent and Close CRM 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 FreeAgent and Close CRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring FreeAgent, Close CRM, 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 FreeAgent and Close CRM integration works as expected. Depending on your setup, data should flow between FreeAgent and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect FreeAgent and Close CRM
FreeAgent + Close CRM + Slack: When a new invoice is created in FreeAgent, a new contact is created in Close CRM, and a notification is sent to a Slack channel to inform the sales team.
Close CRM + FreeAgent + Google Sheets: When a lead status changes in Close CRM, the corresponding contact is updated in FreeAgent, and the deal data is recorded in a Google Sheet for reporting purposes.
FreeAgent and Close CRM integration alternatives
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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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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See how Latenode works
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FAQ FreeAgent and Close CRM
How can I connect my FreeAgent account to Close CRM using Latenode?
To connect your FreeAgent account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from won Close CRM deals?
Yes, you can! With Latenode, automatically create invoices in FreeAgent when a deal closes in Close CRM. Save time, reduce manual entry, and ensure accurate financial records.
What types of tasks can I perform by integrating FreeAgent with Close CRM?
Integrating FreeAgent with Close CRM allows you to perform various tasks, including:
- Create new FreeAgent contacts from new Close CRM leads.
- Update FreeAgent project statuses based on Close CRM deal stages.
- Trigger FreeAgent invoice generation upon closing a deal in Close CRM.
- Sync contact information between FreeAgent and Close CRM.
- Generate custom reports combining FreeAgent and Close CRM data.
How does Latenode handle currency conversions between FreeAgent and Close CRM?
Latenode uses flexible JavaScript blocks and integrations with currency APIs to ensure accurate conversions, preventing data discrepancies between apps.
Are there any limitations to the FreeAgent and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting due to API limitations.
- Complex, highly customized FreeAgent fields may need custom mapping.
- API rate limits of FreeAgent and Close CRM apply and can impact high-volume workflows.
