Close.io integration

CRM and invoicing in one workflow

The Close.io integration connects sales activity to the invoicing process. Kapta configures the relevant data exchange so that contacts, opportunities and business information follow the right operational events.

What you can automate

Create and update contacts between systems
Link opportunities to customers and invoicing documents
Update sales statuses based on configured events
Send internal notifications for key actions and milestones in the sales cycle

Rules aligned with your sales process

The Kapta team defines the fields, stages and conditions needed for your sales funnel. The workflow can be adapted to your company rules for qualification, closing and invoicing.

Security and continuity

Access is restricted to authorized credentials and permissions. The availability of data and events depends on the Close.io API and account configuration.

Need to connect Close.io to your operations?

What we need to prepare the connection

Before we start, please prepare the details below. We will confirm the access method with you and configure the connection together.

Administrator access to the Close organisation and API authorisation.

The pipelines, statuses, users, and custom fields to synchronise.

The matching rules between contacts, opportunities, and customers in the destination system.

The rules that determine when an opportunity creates or updates an invoicing document.

For security, do not send passwords, API keys, tokens, or secrets through the form. We request and receive credentials through a secure channel only when the setup begins.