Lexware + Close Integration

Q: Can I automatically create a Lexware invoice when a Close lead is won?

Yes, you can automatically generate a Lexware invoice the moment an opportunity or lead is created in Close. Start from a ready workflow or build custom triggers using Integrately AI.

Q: Can I connect Close, Lexware, and Slack?

Yes, you can connect Close and Lexware with Slack to receive instant channel alerts when invoices are generated or paid, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Lexware?

Integrately is a fast, cost-effective alternative for connecting Close and Lexware, featuring 20 million+ ready templates, 24/5 live chat support, and AI-assisted workflow building.

Q: How does Close handle lead updates during this integration?

Close updates lead statuses and custom fields automatically when invoices or credit notes are created in Lexware. There is a ready template — start from the Close and Lexware integration.

Q: How does Lexware process contact and invoice data in this integration?

Lexware creates invoices, quotations, and contact records instantly when triggered by events in Close. There is a ready template — start from the Close and Lexware integration.

Q: Do I need coding skills to automate Close and Lexware?

No coding skills are required to connect Close and Lexware. You can use pre-built templates or describe your required workflow to Integrately AI.

Q: Is the Close and Lexware integration free?

You can start connecting Close and Lexware with free-tier automation plans on Integrately. Visit the Close and Lexware integration page to get started or view pricing details.

Integrate Close to Lexware in one click, or tell Integrately AI how you want each opportunity handled. Create invoices, update contacts, log vouchers, and track billing details automatically.

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Delivery note is created in Lexware Instant
Contact is created in Lexware Instant
Contact is changed in Lexware Instant
Contact is deleted in Lexware Instant
Invoice is created in Lexware Instant
Invoice is changed in Lexware Instant
Invoice is deleted in Lexware Instant
Quotation is created in Lexware Instant
Quotation is changed in Lexware Instant
Quotation status is changed in Lexware Instant
Quotation is deleted in Lexware Instant
Order confirmation is created in Lexware Instant
Voucher is created in Lexware Instant
Invoice status is changed in Lexware Instant
Voucher status is changed in Lexware Instant
Order confirmation status is changed in Lexware Instant
Credit note is created in Lexware Instant
Credit note is changed in Lexware Instant
Credit note status is changed in Lexware Instant
Credit note is deleted in Lexware Instant
Voucher is changed in Lexware Instant
Voucher is deleted in Lexware Instant
Order confirmation is changed in Lexware Instant
Order confirmation is deleted in Lexware 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

Create contact in Lexware
Update contact in Lexware
Search contact in Lexware
Create a quotation in Lexware
Search article by number in Lexware
Update article in Lexware
Create confirmation order in Lexware
Create delivery note in Lexware
Get invoice by ID in Lexware
Search contact by name in Lexware
Create an invoice in Lexware
Create a voucher in Lexware
Create a credit note in Lexware
Search invoice voucher list in Lexware
Create article in Lexware
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 Close + Lexware Integration

Capture leads, generate invoices, update contacts, log vouchers, and keep accounts current, all in just one click.

Create Close opportunity for new Lexware contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

Activate

Create Close task for new Lexware contact

Close and Lexware are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Lexware integration, you can automatically create task in Close whenever a new contact is created in Lexware.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!

Activate

Create Close contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create Lexware contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update Lexware contact from new Close contact

Close + Lexware Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Lexware flow

Connect customer support, team notifications, accounting tools, and messaging platforms to keep your entire business aligned. Pick a combination and activate it in one click.

Gmail (8)

Stripe (8)

Calendly (8)

Slack (8)

Google Sheets (8)

HubSpot (8)

Create a lead in Close, create an invoice in Lexware, and send an email in Gmail.

Every new Close lead generates a Lexware invoice and a notification email via Gmail, removing manual data entry.

When an invoice is created in Lexware, update the lead in Close and send a notification in Gmail.

Keep your Close leads updated when Lexware invoices are generated, and notify your team instantly via Gmail.

When invoice status changes in Lexware, update the opportunity in Close and email the update via Gmail.

Track billing changes by updating Close opportunities and sending status emails through Gmail automatically.

Create a task in Close, create a delivery note in Lexware, and send an email via Gmail.

Fulfill orders smoothly by creating Close tasks, generating Lexware delivery notes, and emailing confirmation via Gmail.

If a Close lead has a custom activity, create an invoice in Lexware and send a summary via Gmail.

Trigger invoices in Lexware and send email briefs via Gmail when custom activities occur in Close.

When a credit note is created in Lexware, update the Close lead and send an email via Gmail.

Log credit notes from Lexware into Close leads and notify stakeholders immediately through Gmail.

Use Claude to summarize Close lead details, create a Lexware contact, and email the brief via Gmail.

Analyze lead notes with Claude, generate Lexware contacts, and email structured briefs using Gmail.

Create a lead in Close, create a quotation in Lexware, send a Gmail email, and create a HubSpot task.

Build a multi-app pipeline linking Close leads, Lexware quotations, Gmail notifications, and HubSpot tasks.

When a customer is created in Stripe, create a lead in Close and an invoice in Lexware.

Automatically log new Stripe customers as Close leads and generate corresponding Lexware invoices.

When an invoice is created in Lexware, create a customer in Stripe and update the Close lead.

Sync new Lexware invoices with Stripe customers and update your Close records instantly.

When invoice status changes in Lexware to paid, update the Close opportunity and create a Stripe customer.

Record paid invoices by updating Close opportunities and creating corresponding Stripe customers.

Create a contact in Close, create a Lexware quotation, and create a Stripe customer.

Streamline onboarding by creating Close contacts, generating Lexware quotations, and adding Stripe customers.

If a Stripe payment succeeds, update the Close lead status and create a Lexware voucher.

Handle successful payments by updating Close lead statuses and generating Lexware vouchers.

When a credit note is created in Lexware, update the Close lead and create a Stripe customer record.

Reflect Lexware credit notes in your Close leads while maintaining Stripe customer records.

Use ChatGPT to analyze Stripe payment details, create a Close lead, and generate a Lexware invoice.

Extract payment insights with ChatGPT, create Close leads, and generate Lexware invoices automatically.

When Stripe payment succeeds, create a Close opportunity, generate a Lexware invoice, and log in HubSpot.

Coordinate payment data across Close, Lexware, and HubSpot in a single automated pipeline.

When a Calendly event is scheduled, create a lead in Close and a quotation in Lexware.

Convert scheduled Calendly meetings into Close leads and Lexware quotations instantly.

When an invoice is created in Lexware, update the Close lead and cancel the Calendly event.

Manage scheduling adjustments in Calendly when Lexware invoices are generated and Close leads are updated.

When invoice status changes in Lexware, update the Close opportunity and update the Calendly event notes.

Keep Calendly booking details current when Lexware invoice statuses change and Close opportunities update.

Create a contact in Close, create a Lexware delivery note, and cancel the Calendly booking.

Fulfill consultations by creating Close contacts, generating Lexware delivery notes, and updating Calendly.

If a Calendly invitee reschedules, update the Close lead and create a Lexware voucher.

Track meeting reschedules by updating Close lead data and generating Lexware vouchers.

When a credit note is created in Lexware, update the Close lead and cancel the Calendly session.

Reflect Lexware credit notes in Close records while handling Calendly session cancellations.

Use Gemini to summarize Calendly meeting notes, create a Close lead, and generate a Lexware invoice.

Extract consultation insights with Gemini, create Close leads, and generate Lexware invoices.

When Calendly meeting is scheduled, create a Close lead, generate a Lexware quotation, and log in HubSpot.

Connect Calendly bookings with Close leads, Lexware quotations, and HubSpot records in one pipeline.

Create a lead in Close, create an invoice in Lexware, and notify your sales channel in Slack.

New Close leads generate Lexware invoices and instant team alerts in Slack.

When an invoice is created in Lexware, update the Close lead and post an alert in Slack.

Keep sales informed when Lexware invoices are created by updating Close leads and alerting Slack.

When invoice status changes in Lexware, update the Close opportunity and notify your finance channel in Slack.

Track billing milestones by updating Close opportunities and alerting your finance team in Slack.

Create a task in Close, create a Lexware delivery note, and post a fulfillment update in Slack.

Coordinate fulfillment by creating Close tasks, generating Lexware delivery notes, and alerting Slack.

If a Close lead status changes to Won, create a Lexware invoice and notify your revenue channel in Slack.

Celebrate closed deals by generating Lexware invoices and posting celebration alerts in Slack.

When a credit note is created in Lexware, update the Close lead and alert your support channel in Slack.

Reflect Lexware credit notes in Close leads and notify your support team instantly via Slack.

Use Claude to summarize Close opportunity updates, create a Lexware invoice, and post the brief in Slack.

Analyze opportunity changes with Claude, generate Lexware invoices, and brief your team in Slack.

Create a lead in Close, create a Lexware invoice, post a Slack alert, and log the record in HubSpot.

Build an automated pipeline connecting Close leads, Lexware invoices, Slack alerts, and HubSpot records.

Create a lead in Close, create a Lexware invoice, and log the details in Google Sheets.

New Close leads generate Lexware invoices and log all transaction details in Google Sheets.

When an invoice is created in Lexware, update the Close lead and add a row in Google Sheets.

Keep Google Sheets logs updated and Close leads synchronized when Lexware invoices are generated.

When invoice status changes in Lexware, update the Close opportunity and update the Google Sheets row.

Track billing updates by synchronizing Close opportunities and updating Google Sheets rows.

Create a task in Close, create a Lexware delivery note, and log fulfillment in Google Sheets.

Log fulfillment tasks by creating Close records, generating Lexware delivery notes, and updating Google Sheets.

If a Close lead status changes to Won, create a Lexware invoice and log it in Google Sheets.

Record won deals by generating Lexware invoices and appending tracking rows in Google Sheets.

When a credit note is created in Lexware, update the Close lead and log the adjustment in Google Sheets.

Reflect Lexware credit notes in Close leads and maintain complete audit logs in Google Sheets.

Use Perplexity to research Close lead details, create a Lexware invoice, and log the research in Google Sheets.

Enrich lead data with Perplexity, generate Lexware invoices, and log insights in Google Sheets.

Create a lead in Close, create a Lexware invoice, log in Google Sheets, and create a HubSpot contact.

Build an extended data pipeline connecting Close leads, Lexware invoices, Google Sheets, and HubSpot.

Create a contact in HubSpot, create a lead in Close, and create a Lexware invoice.

New HubSpot contacts automatically generate Close leads and Lexware invoices without manual entry.

When an invoice is created in Lexware, update the Close lead and update the HubSpot contact record.

Keep HubSpot contact records and Close leads synchronized when Lexware invoices are generated.

When invoice status changes in Lexware, update the Close opportunity and update the HubSpot deal stage.

Sync billing milestones with CRM pipeline stages by updating Close opportunities and HubSpot deals.

Create a task in Close, create a Lexware delivery note, and create a follow-up task in HubSpot.

Manage fulfillment operations by creating Close tasks, Lexware delivery notes, and HubSpot tasks.

If a HubSpot contact property matches enterprise tier, create a Close lead and a Lexware quotation.

Segment high-value HubSpot contacts by automatically creating Close leads and Lexware quotations.

When a credit note is created in Lexware, update the Close lead and update the HubSpot contact record.

Reflect Lexware credit notes in Close leads and update associated HubSpot contact records.

Use ChatGPT to summarize HubSpot form submissions, create a Close lead, and generate a Lexware invoice.

Process HubSpot form data with ChatGPT, create Close leads, and generate Lexware invoices.

Create a contact in HubSpot, create a Close lead, generate a Lexware invoice, and notify via Slack.

Build a comprehensive pipeline linking HubSpot contacts, Close leads, Lexware invoices, and Slack alerts.

Supported triggers and actions for Lexware and Close

Mix and match to build the exact automation you need

Lexware Triggers & Actions

Instant

Delivery note is created in Lexware

Triggers the automation when a delivery note is created

Lexware + Close Integration

Integrate Close to Lexware in one click, or tell Integrately AI how you want each opportunity handled. Create invoices, update contacts, log vouchers, and track billing details automatically.

Trusted by experts at...

Ready Workflows for Close + Lexware Integration

Capture leads, generate invoices, update contacts, log vouchers, and keep accounts current, all in just one click.

Create Close opportunity for new Lexware contact

Create Close task for new Lexware contact

Create Close contact for new Lexware contact

Create Lexware contact for new Close contact

Update Lexware contact from new Close contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Lexware flow

Connect customer support, team notifications, accounting tools, and messaging platforms to keep your entire business aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Lexware and Close

Mix and match to build the exact automation you need

What can you automate with Close + Lexware?

Streamline your sales and accounting workflows with automated triggers, real-time syncs, and custom actions.

Who is Close + Lexware integration for?

Sales managers, accountants, and operations teams connect Close and Lexware to eliminate manual data entry, streamline invoicing, and maintain accurate records.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Lexware + Close

Build and manage your Lexware + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

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