CRM Connector Platform
The integration hub for Salesforce. Sell in Salesforce and let the sale start everything else: a won opportunity becomes work in Jobber or ServiceM8 and a draft invoice in your books, open opportunities become Jobber requests, a quote sent from your books becomes an opportunity sales can follow, and your contacts stay in step with every connected system.
Pairs with 13 systems
What syncs
Salesforce contacts, both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, ServiceM8 and more, and one way into Jobber as clients. Name, email, phone and mailing address travel on every change; the account is the company. A contact on a won opportunity counts as a customer for the filters.
A won opportunity becomes a scheduled Jobber job, a ServiceM8 work order, or a draft invoice in QuickBooks Online, Xero or FreshBooks, and an open one can become a Jobber request, in the stages you tick. With HubSpot and Pipedrive, opportunities and deals travel one way in the direction you pick, and HighLevel opportunities arrive in Salesforce.
A quote sent from QuickBooks Online, Xero or FreshBooks becomes a Salesforce opportunity that follows it: sent is open, accepted is won, declined or expired is lost.
Works with
Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.
JobberContacts, Open opportunities as requests, Won opportunities as jobsOne way into JobberInto Jobber: contacts become clients, an open opportunity a request, and a won opportunity a Jobber job ready to schedule.About JobberHow it syncs
QuickBooks OnlineContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft QuickBooks invoice, and a sent estimate an opportunity that follows it.About QuickBooks OnlineHow it syncs
XeroContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft Xero invoice, and a sent quote an opportunity that follows it.About XeroHow it syncs
HubSpotContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About HubSpotHow it syncs
HighLevelContacts, OpportunitiesContacts both ways, and HighLevel opportunities arrive in Salesforce as opportunities.About HighLevelHow it syncs
SquareContactsCustomers both ways; a Salesforce account is linked when the contact is created and never renamed.About SquareHow it syncs
StripeContactsStripe customers into Salesforce and back; the Stripe name is set once, at creation.About StripeHow it syncs
Housecall ProContactsCustomers both ways; an address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8Contacts, Won opportunities as jobsContacts both ways, and a won opportunity becomes a ServiceM8 work order.About ServiceM8How it syncs
PipedriveContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About PipedriveHow it syncs
FreshBooksContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft FreshBooks invoice, and a sent estimate an opportunity that follows it.About FreshBooksHow it syncs
Zoho CRMContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About Zoho CRMHow it syncs
Zoho BooksContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft Zoho Books invoice, and a sent estimate an opportunity that follows it.About Zoho BooksHow it syncsStage rules
An opportunity is a sale, not work. Winning it is the moment the work starts, so a won opportunity becomes new work or a draft invoice. Each rule needs a start date (60 days back by default), so opportunities won long ago never become new work on the first run.
A new Jobber job for the primary contact, named after the opportunity, with its amount and the close date as the start day. Open and lost opportunities stay in Salesforce.
A new work order for the same client, with the amount as one material line.
A draft invoice in QuickBooks Online, Xero or FreshBooks for the same customer, dated the close date, with one line for the amount. The sync never sends or pays it.
A quote sent from your books becomes an opportunity at your first open stage; accepting it moves it to your first won stage, declining or letting it expire to your first lost stage.
Connecting
Salesforce connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to Salesforce and approve the app, done. In some orgs a Salesforce administrator has to approve or install the app first. One sign in connects one Salesforce org; production and Developer Edition orgs are supported, sandboxes not yet.
You approve access on Salesforce's own sign in page. Your Salesforce password never reaches CRM Connector.
Good to know
What is true for Salesforce whichever system you pair it with. What is particular to one pairing is on its tile above.
Salesforce Enterprise, Unlimited, Performance and Developer Edition include api access. Professional Edition needs Salesforce's api add-on, and Group and Essentials cannot connect.
A contact's company is its account. It is linked when the contact is created, to an account with exactly that name or a new one, and a sync never renames or switches an account, because everyone in it shares it.
Salesforce keeps leads apart from contacts. Open leads travel only into Jobber, as clients and requests, and only when you switch them on for the integration.
An opportunity written by a sync moves from open to won or lost once and is never reopened or moved out of a closed stage. Salesforce ignores a new amount on an opportunity that has products.
Salesforce has no standard invoice, so invoices and payments stay in your books. Quotes arrive as opportunities, not as quotes.
Every Salesforce org has a daily api limit shared with its other tools. Only records changed since the last run are read, and syncing pauses on its own at 90% so your other tools keep the rest.
When a duplicate rule in your org blocks a new record and points at one existing record, that one is updated instead. When it points at several, the record is not created and the sync says why.
FAQ
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.
Sign in to Salesforce and the system you want to pair it with, confirm what syncs, and watch the first sync run.
