Salesforce integrations
CRM Connector turns a won Salesforce opportunity into work in Jobber or ServiceM8 and a draft invoice in your books, turns open ones into Jobber requests, and keeps contacts in step everywhere.
Pairs with 20 systems
Watch
See what syncs between Salesforce and your other business systems, and how to set it up.
What syncs
A quote sent from QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent 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 lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the 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
GoHighLevelContacts, Opportunities, in the direction you pickContacts both ways, and opportunities one way in the direction you pick, from GoHighLevel into Salesforce or from Salesforce into GoHighLevel.About GoHighLevelHow it syncs
SquareContactsSalesforce contacts and Square customers stay the same both ways, so sales and the till share one customer list.About SquareHow it syncs
StripeContactsSalesforce contacts and Stripe customers stay the same both ways, so sales sees who pays online.About StripeHow it syncs
Housecall ProContacts, Jobs or estimates as opportunities, Won opportunities as jobsContacts both ways, Housecall Pro jobs or estimates as opportunities, and won opportunities as Housecall Pro jobs.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
CompanyCamContacts, Won opportunities as projectsContacts both ways, and an opportunity won in Salesforce becomes a CompanyCam project at the customer's address.About CompanyCamHow 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 syncs
FreeAgentContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft FreeAgent invoice, and a sent estimate an opportunity that follows it.About FreeAgentHow it syncs
ActiveCampaignContacts, Opportunities and dealsContacts both ways, and deals and opportunities one way in the direction you pick.About ActiveCampaignHow it syncs
KeapContacts, Opportunities and dealsContacts both ways, and opportunities one way in the direction you pick, won and lost included (Keap Max Classic).About KeapHow it syncs
WooCommerceContactsShop customers and Salesforce contacts stay the same both ways, so sales sees who buys in your store.About WooCommerceHow it syncs
SimproContacts, Opportunities as Simpro leads, Simpro quotes as opportunitiesContacts both ways, opportunities into Simpro leads, and Simpro quotes as opportunities that follow the answer.About SimproHow it syncs
Google SheetsContacts, OpportunitiesOne way into SalesforceContacts and opportunities from your sheet land in Salesforce, and won or lost follows.About Google SheetsHow 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.
A new work order for the same client, with the amount as one material line.
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
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 that pair's own page, linked from its tile above.
FAQ
Answers about Salesforce itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.
The converted lead updates the same request instead of making a second one.
Get started
Sign in to Salesforce and the system you want to pair it with, confirm what syncs, and watch the first sync run.