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Set up your first integration
Quickly connect Close to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Close with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Recording" from Close.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Close and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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Practical ways you can use Close and QuickBooks Online
Sync Close contacts to QuickBooks Online.
When a new contact is created in Close, Zapier automatically creates the same contact in QuickBooks Online. This eliminates the need to manually duplicate contact information, ensuring QuickBooks is consistently updated with customer details for accurate accounting and data consistency.
Business OwnerAlert the marketing team for new invoices.
When a new invoice is created in QuickBooks Online, Zapier triggers an alert for the marketing team in Slack. This ensures the team is aware of customer purchases promptly, allowing timely follow-up campaigns or customer engagement strategies, which enhances customer retention efforts.
Marketing & Marketing OpsCreate QuickBooks Online invoices for won deals.
When a new deal is won in Close, Zapier automatically creates an invoice in QuickBooks Online. This streamlines the sales-to-accounting workflow, reducing manual data entry and ensuring accurate and timely billing, helping to boost revenue cycles.
Sales OpsLearn how to automate Close on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Close + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and QuickBooks Online
How do I set up the integration between Close and QuickBooks Online?
To integrate Close with QuickBooks Online, you will need to use our automation platform. Start by selecting Close and QuickBooks Online as your apps, then choose a trigger from one app and an action from the other, such as creating an invoice in QuickBooks when a deal is closed in Close.
What triggers from Close can be used to automate actions in QuickBooks Online?
Close provides several triggers that can be used within our automation process. Examples include 'New Lead', 'Lead Converted', or 'Deal Closed'. Depending on these triggers, you can automate tasks like creating customer profiles or invoices in QuickBooks Online.
Which actions can be performed in QuickBooks Online using this integration?
With the integration, you can perform actions like creating an invoice, adding a new customer, updating existing customer information, and recording payments in QuickBooks Online whenever specific events occur in Close.
Is there any support for syncing contacts between the two platforms?
Yes, you can set up triggers that sync contact information from Close to QuickBooks Online. For example, when a new lead is created or an existing lead is updated in Close, their contact details can be automatically added or modified in your QuickBooks database.
Can I automate the creation of invoices using integration?
Absolutely. Using our setup where a deal closed or lead converted event in Close serves as a trigger, you can automatically generate invoices for your clients in QuickBooks Online without manual intervention.
Are there any limitations on data that can be transferred between Close and QuickBooks Online?
While most standard information like contact details and deal specifics can be transferred seamlessly, complex datasets might require additional configuration within our platform. It's best to map out what data points are essential for your business processes before starting the integration.
How secure is the data being transferred through this integration?
We prioritize security by using advanced encryption methods during data transfer. All interactions between Close and QuickBooks Online through our platform comply with industry-standard security measures to protect sensitive information at all times.
