ERP Next + Close Integration
Integrate Close to ERP Next in one click, or tell Integrately AI how you want each lead handled. Sync lead details, update customer records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is trashed in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is cancelled in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
Trusted by experts at...
Ready Workflows for ERP Next + Close Integration
Capture leads, sync records, keep financials updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Close + ERP Next flow
Sync customer records with invoicing platforms, notify your team about new deals, and automate lead handoffs across your entire stack. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) +
Pipedrive (3)
Pipedrive (3) C
E
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Create a Stripe customer for every new Close lead and ERP Next customer record
New Close leads automatically generate a customer in ERP Next and a corresponding customer record in Stripe without manual data entry.
S
C
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When a Stripe payment succeeds, update the lead in Close and ERP Next
Successful Stripe payments update your records in Close and ERP Next instantly so your team always knows payment status.
S
C
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If a Stripe subscription is created, update Close lead details and ERP Next documents
New Stripe subscriptions trigger immediate updates in Close and ERP Next to keep customer tracking accurate.
S
C
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Use ChatGPT to evaluate Stripe payment failures, update Close, and log in ERP Next
ChatGPT reviews Stripe payment failures, updates the lead in Close, and logs an issue in ERP Next for follow-up.
Supported triggers and actions for ERP Next and Close
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → What can you automate with Close + ERP Next?
Streamline your sales and financial workflows by connecting Close and ERP Next for automated data syncs.
⚡
Sync new leads instantly across platforms
Create a lead in ERP Next the moment a new lead is created in Close. Eliminate manual entry and speed up your entire sales pipeline.
📋
Capture every submitted field and detail
Map all available contact fields, notes, and custom activities from Close directly into ERP Next documents. Ensure no customer details are ever missed.
🔔
Notify your team the moment deals close
Alert your sales operations and finance teams instantly on Slack whenever an opportunity status change occurs in Close or an ERP Next document updates.
🔀
Route records based on submitted criteria
Perform different actions depending on lead status or opportunity values. Send enterprise prospects down custom fulfillment paths automatically.
🔄
Keep destination records fully updated
Automatically update customer documents in ERP Next whenever contact details or lead statuses change in Close.
🛡️
Prevent duplicate records and entries
Search existing contacts and leads before creating new records, ensuring your ERP Next and Close databases stay clean and deduplicated.
💳
Handle later status changes and updates
Trigger automated workflows when documents are cancelled, submitted, or updated in ERP Next, keeping your CRM records perfectly synchronised.
🌐
Extend your workflow to Slack
Connect Close and ERP Next with Slack to notify team channels, post pipeline updates, and keep everyone aligned on deal progress.
And much more...
Who is Close + ERP Next integration for?
Sales operations and finance management teams rely on Close and ERP Next to eliminate manual data entry and keep pipeline records accurate.
Performance marketers
Sales operations teams
Account managers
Finance managers
Customer success teams
Finance management teams
📈
Performance marketers
You're tracking lead conversion metrics but your reports only update when someone manually exports data, so your pipeline counts are always outdated — with this integration, every new lead lands in your ERP instantly and your data stays current.
⚡
Sales operations teams
You need to act fast on new customer onboarding, but manual handoffs mean you find out about deals hours too late — automating both apps means every closed opportunity triggers instant record creation without delay.
🤝
Account managers
You answer to clients who want to see order fulfillment progress immediately, but tracking details live across disconnected systems — connecting these apps means your client records update automatically in real time.
📊
Finance managers
The volume of customer transactions is too high for anyone to keep up by hand, leading to billing discrepancies — integrating these apps means every financial document and customer entry syncs without manual intervention.
🔄
Customer success teams
You own customer onboarding and depend on sales to hand over deal details, but information gets lost in transition — this integration means every new deal instantly creates the required customer record.
🗂️
Finance management teams
You need a reliable transaction and customer history, but keep finding gaps between CRM notes and ERP records — automating both apps means your system history remains complete and accurate.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Close
Build and manage your ERP Next + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + Close Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Connect ERP Next + Close Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Close to ERP Next?
You can connect Close to ERP Next using 1-click automations and ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and ERP with tools like Slack, Gmail, and Stripe.
Can I automatically create ERP Next leads from Close lead events?
Can I connect Close, ERP Next, and Slack?
What is a good Zapier alternative for Close and ERP Next?
How does Close handle lead updates in the integration?
Can ERP Next document changes update Close records?
Do I need coding skills to automate Close and ERP Next?
Is the Close and ERP Next integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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