ERP Next + Close Integration
Connect ERP Next to Close in 1 click
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
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Top 10 Most Popular ERP Next Automations from
Integrately Community
Just click on the workflow you want to automate
Upload BHuman video for new ERP Next file
Create ERP Next customer for new Boomerangme customer
Update ERP Next customer from new Boomerangme customer
Create ERP Next customer for new BirdSend contact
Update ERP Next customer from new BirdSend contact
Upload BHuman video for new ERP Next file
Create ERP Next customer for new Boomerangme customer
Update ERP Next customer from new Boomerangme customer
Create ERP Next customer for new BirdSend contact
Update ERP Next customer from new BirdSend contact
Create ERP Next customer for new Avoma meeting
Update ERP Next customer from new Avoma meeting
Create ERP Next issue from new message in ChatWerk
Create ERP Next customer for new ChatWerk message
Create ERP Next customer for new Bookeo event
Create ERP Next customer for new Avoma meeting
Update ERP Next customer from new Avoma meeting
Create ERP Next issue from new message in ChatWerk
Create ERP Next customer for new ChatWerk message
Create ERP Next customer for new Bookeo event
Top 10 Most Popular Close Automations from
Integrately Community
Most popular
01
Create Close contact for new Webflow form submission
02
Create Close contact for new Elementor Forms form submission
03
Create Close contact for new GroovePages response
04
Create GoHighLevel opportunity for new Close opportunity
05
Create Close contact for new Formsite form submission
Most popular
01
Create Close contact for new Webflow form submission
02
Create Close contact for new Elementor Forms form submission
03
Create Close contact for new GroovePages response
04
Create GoHighLevel opportunity for new Close opportunity
05
Create Close contact for new Formsite form submission
06
Create Close contact from new Kajabi offer
07
Create GoHighLevel opportunity from new Close contact
08
Create Close task for new OnceHub booking
09
Create Close contact for new Unbounce form submission
10
Create Close note for new WhatsApp message
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2
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Connect ERP Next + Close Now 
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