No duplicates
Before anything new is created, the platform looks for an existing record by email, phone or name and updates that one.
Stop typing the same customer into two systems
CRM Connector keeps customers, invoices and quotes the same across the systems you and your clients run: both ways between your CRM and your books, and straight into Jobber where the work gets done. Nothing is ever created twice. No Zapier, no custom code.
Pick two
See exactly what syncs between your two systems
Customers sync between most pairs, invoices and quotes between the accounting apps, and nine systems feed Jobber, where the work gets done. Tap two systems to check yours.
Browse every systemQuickBooks Online JobberOne way
- Contacts
- Invoices
- Quotes
- Accepted quotes as jobs
Into Jobber: customers, invoices and estimates, and an accepted estimate can become a job.
Built to be trusted
An integration you can set up once and stop thinking about
No surprise deletions
Customers are never deleted, and an update only touches the fields it actually carries.
Paid means paid, on both sides
A paid invoice becomes a real payment in QuickBooks Online, Xero, HubSpot, FreshBooks or Zoho Books for exactly the amount newly paid, and is marked received in Jobber, so nobody chases it. FreeAgent records no payment from outside, so there the bank feed does it.
Alerts in plain words
When a connection drops, its integrations pause and you get one clear message with the button to fix it. Once it is fixed, they start again by themselves, and a sign in nobody used for a month is renewed automatically.
As fast as your plan
Syncs run on a schedule. Pick the speed that fits.
- Every 4 hours
- Every hour
- Every 30 minutes
- Every 15 minutes, near real time
How it works
Five guided steps. No code, nothing to build.
- 1
Pick the two systems
The source and where its records should go.
- 2
Sign in to each
Official sign in where the system offers it, an API key where it does not.
- 3
Choose what to sync
Customers, invoices, quotes. Fields are matched for you.
- 4
Set optional filters
Only when you want to narrow down what travels.
- 5
Start
The first sync starts straight away.
See it work
Two minutes, start to first sync
Click through the real product. Pick two systems, sign in, confirm what syncs, done.
Works with the systems you already use
Every system page says exactly what does and does not travel, and which systems it pairs with.
Pricing
Simple plans, unlimited records
From $29.99 per month. Every plan starts with a 7 day free trial.
Starter
One integration, one way, on a four hour schedule.
$29.99per month
- Active integrations: 1
- Fastest sync: Every 4 hours
- Two way sync: One way only
- Reporting: Basic
- Record details per sync: Not included
GrowthMost popular
Five integrations, hourly sync, and two way sync switched on.
$59.99per month
- Active integrations: 5
- Fastest sync: Every hour
- Two way sync: Included
- Reporting: Basic
- Record details per sync: Included
Pro
Ten integrations, half hour sync, and advanced business reporting.
$149.99per month
- Active integrations: 10
- Fastest sync: Every 30 minutes
- Two way sync: Included
- Reporting: Advanced
- Record details per sync: Included
Agency
Unlimited integrations and near real-time sync for teams running many accounts.
$299.99per month
- Active integrations: Unlimited
- Fastest sync: Every 15 minutes, near real time
- Two way sync: Included
- Reporting: Advanced
- Record details per sync: Included
- Every plan includes
- Unlimited records
- Every record type
- Check your syncs from ChatGPT and Claude
Add to any integration plan
Add-on
Faster sync
Sync more often without moving up a plan.
One price for all your integrations.
Every hour on each plan
- StarterOn its own: every 4 hours+$5.00 per month
- GrowthOn its own: every hourIncluded
- ProOn its own: every 30 minutesIncluded
- AgencyOn its own: every 15 minutesIncluded
FAQ
Questions about the platform?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
It keeps two of your business systems in step. Customers, invoices and quotes move between them automatically, so nobody retypes anything and both systems show the same thing.
No. Five guided steps set it up and match the fields for you, without any code. Or describe it in one sentence, like "when a deal is won in Pipedrive, create a job in Jobber" or "keep QuickBooks and Xero customers in sync both ways", and the wizard is filled in.
Yes. Test with sample records on the last setup step, and on every integration, shows per record type how many records would sync, how many are left out and why, with a few examples. It writes nothing to either system and needs no plan.
Accounting, CRM, field service and payment systems, like QuickBooks Online, Xero, HubSpot and more. Missing one? Request it.
Into the app you installed: the setup offers the systems that can send to it. The one exception is the Stripe App Marketplace, where Stripe starts as the system records come from. An integration in the other direction is set up in CRM Connector afterwards, like any other.
Get started
Ready to stop typing things twice?
Start the 7 day free trial and connect your first two systems in minutes. Nothing is charged until the trial ends.