Exact Online + Close Integration

Connect Exact Online to Close in 1 click

Integrate Exact Online + Close For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Exact Online + Close Workflows

Create Exact Online contact for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Close and Exact Online!

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Create Your Own Exact Online & Close Integration Without Any Code

Create Custom Workflow

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 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

Search account by name in Exact Online
Delete contact in Exact Online
Delete account in Exact Online
Create document in Exact Online
Search item by code in Exact Online
Search cost unit by code in Exact Online
Search cost centre by code in Exact Online
Search contact by first name in Exact Online
Search bank account by account name in Exact Online
Search address by contact name in Exact Online
Search document by accountName in Exact Online
Create item in Exact Online
Create project in Exact Online
Create cost unit in Exact Online
Create cost centre in Exact Online
Create bank account in Exact Online
Create address in Exact Online
Create account in Exact Online
Create contact in Exact Online
Update account in Exact Online
Update cost unit in Exact Online
Update contact in Exact Online
Update cost center in Exact Online
Update address in Exact Online
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
Search contact 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

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Integrate Exact Online & Close In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Close With 1200+ Other Apps

Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.

See Exact Online Integrations

Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.

See Close Integrations