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Close + Lexoffice Integration

Connect Close to Lexoffice in 1 click

Popular Close + Lexoffice Workflows

Lexoffice + Close Integration

Create Close opportunity for new Lexoffice contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Lexoffice. Just connect your accounts, and every time a new contact is created in Lexoffice, 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.
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Lexoffice + Close Integration

Create Close task for new Lexoffice contact

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

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!
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Lexoffice + Close Integration

Create Close contact for new Lexoffice 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 Lexoffice 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.
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Close + Lexoffice Integration

Create Lexoffice contact for new Close contact

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

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

You can Add Conditions / More Apps in the next steps

  • Custom activity is created or updated in Close
    Custom activity is created or updated in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Lead is created in Close
    Lead is created in Close Instant
  • Contact is created in Close
    Contact is created in Close Instant
  • Contact is updated in Close
    Contact is updated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Note is created in Close
    Note is created in Close
  • Contact is created in Lexoffice
    Contact is created in Lexoffice Instant
  • Contact is changed in Lexoffice
    Contact is changed in Lexoffice Instant
  • Contact is deleted in Lexoffice
    Contact is deleted in Lexoffice Instant
  • Invoice is created in Lexoffice
    Invoice is created in Lexoffice Instant
  • Invoice is changed in Lexoffice
    Invoice is changed in Lexoffice Instant
  • Invoice is deleted in Lexoffice
    Invoice is deleted in Lexoffice Instant
  • Quotation is created in Lexoffice
    Quotation is created in Lexoffice Instant
  • Quotation is changed in Lexoffice
    Quotation is changed in Lexoffice Instant
  • Quotation status is changed in Lexoffice
    Quotation status is changed in Lexoffice Instant
  • Quotation is deleted in Lexoffice
    Quotation is deleted in Lexoffice Instant
  • Order confirmation is created in Lexoffice
    Order confirmation is created in Lexoffice Instant
  • Voucher is created in Lexoffice
    Voucher is created in Lexoffice Instant
  • Invoice status is changed in Lexoffice
    Invoice status is changed in Lexoffice Instant
  • Voucher status is changed in Lexoffice
    Voucher status is changed in Lexoffice Instant
  • Order confirmation status is changed in Lexoffice
    Order confirmation status is changed in Lexoffice Instant
  • Credit note is created in Lexoffice
    Credit note is created in Lexoffice Instant
  • Credit note is changed in Lexoffice
    Credit note is changed in Lexoffice Instant
  • Credit note status is changed in Lexoffice
    Credit note status is changed in Lexoffice Instant
  • Credit note is deleted in Lexoffice
    Credit note is deleted in Lexoffice Instant
  • Voucher is changed in Lexoffice
    Voucher is changed in Lexoffice Instant
  • Voucher is deleted in Lexoffice
    Voucher is deleted in Lexoffice Instant
  • Order confirmation is changed in Lexoffice
    Order confirmation is changed in Lexoffice Instant
  • Order confirmation is deleted in Lexoffice
    Order confirmation is deleted in Lexoffice Instant
  • Update lead in Close
    Update lead in Close
  • Search lead in Close
    Search lead in Close
  • Create lead in Close
    Create lead in Close
  • Update task in Close
    Update task in Close
  • Create task in Close
    Create task in Close
  • Search task in Close
    Search task in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Search contact in Close
    Search contact in Close
  • Create contact in Close
    Create contact in Close
  • Update contact in Close
    Update contact in Close
  • Create note in Close
    Create note in Close
  • Update note in Close
    Update note in Close
  • Search note in Close
    Search note in Close
  • Create email in Close
    Create email in Close
  • Search user in Close
    Search user in Close
  • Create SMS in Close
    Create SMS in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Create export in Close
    Create export in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete email in Close
    Delete email in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Run status change report in Close
    Run status change report in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Get activity by id in Close
    Get activity by id in Close
  • Create call in Close
    Create call in Close
  • Update call in Close
    Update call in Close
  • Search call in Close
    Search call in Close
  • Create a contact in Lexoffice
    Create a contact in Lexoffice
  • Search contact in Lexoffice
    Search contact in Lexoffice
  • Update contact in Lexoffice
    Update contact in Lexoffice
  • Create an invoice in Lexoffice
    Create an invoice in Lexoffice
  • Create a voucher in Lexoffice
    Create a voucher in Lexoffice
  • Create a credit note in Lexoffice
    Create a credit note in Lexoffice
  • Search voucherlist in Lexoffice
    Search voucherlist in Lexoffice

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Close + Lexoffice Integration
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