CRM Connector Platform

Run the jobs in Simpro. The rest follows.

The integration hub for Simpro. Your customers stay the same in Simpro, your CRM and your books, a deal you are working arrives in Simpro as a lead, the quote you send shows up in the CRM as a deal that follows the answer, and approved invoices reach your books by themselves, with payments coming back. Simpro jobs become CompanyCam projects, and the schedule shows in your HighLevel calendar.

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  • Connects with official sign in (oauth)
  • Set up in five guided steps
  • 7 day free trial
Simpro logo

Pairs with 12 systems

What syncs

What Simpro keeps in step

Customers

Both ways
  • Both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, Pipedrive, Salesforce, HighLevel and more.
  • Names, company, email, phone and the address on the customer card travel on every change.
  • A person with a company becomes a company customer in Simpro, with the person as its contact.
  • Simpro customer tags power a tag filter.

Leads

Into Simpro
  • An open or won deal or opportunity in HubSpot, Pipedrive, Salesforce, HighLevel, Keap or ActiveCampaign becomes a Simpro lead on the customer's site.
  • Its name, value as the estimated price, probability and description come along, and a stage filter picks which stages travel.

Quotes

Out of Simpro
  • A sent Simpro quote becomes a deal or opportunity in the CRM that follows the customer's answer.
  • Open while it waits, won when accepted, lost when declined.
  • A quote converted from a lead updates the deal that lead came from.
  • In HubSpot, Salesforce, Keap and ActiveCampaign the quote's lines arrive as text in the deal description.

Invoices and payments

One way
  • Approved Simpro invoices go into QuickBooks Online, Xero, FreshBooks, Zoho Books, FreeAgent or HubSpot, with one line per cost centre and the same total. In the books every line gets the tax code and account you matched to its Simpro tax code and cost centre.
  • Payments recorded in the books come back to Simpro as customer payments, part payments included.

Jobs

Out of Simpro
  • Every Simpro job becomes a CompanyCam project for the same customer, named after the job number and name, at the job's site.
  • A completed or invoiced job archives the project.

Schedule

Out of Simpro
  • Bookings on Simpro jobs become appointments in your HighLevel calendar, at the job's site, for the job's customer.
  • Moving a booking in Simpro moves the appointment; a completed job marks it as showed.

Tags

Out of Simpro
  • Paid invoices, overdue invoices and completed jobs become Customer, Overdue and Job completed tags in HighLevel, Pipedrive, Keap and ActiveCampaign.
  • In HubSpot, a customer who paid moves to the lifecycle stage Customer.

Works with

Pair Simpro with any of these

Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.

QuickBooks Online logoQuickBooks OnlineContacts, Approved invoices into the books, Payments back into SimproCustomers both ways. Approved Simpro invoices land in QuickBooks Online with your own tax codes per line and are marked as exported in Simpro, so Simpro's own link skips them, and QuickBooks payments come back to Simpro, part payments included.About QuickBooks OnlineHow it syncs
Xero logoXeroContacts, Approved invoices into the books, Payments back into SimproCustomers both ways. Approved Simpro invoices land in Xero with your own tax rates and accounts per line and are marked as exported in Simpro, so Simpro's own link skips them, and Xero payments come back to Simpro, part payments included.About XeroHow it syncs
HubSpot logoHubSpotContacts, Deals as Simpro leads, Simpro quotes as deals, Approved invoices, Lifecycle stage CustomerContacts both ways, open or won deals into Simpro leads, Simpro quotes into deals that follow the answer with the quote's lines in the description, approved invoices into HubSpot, and lifecycle stage Customer once a Simpro invoice is paid.About HubSpotHow it syncs
HighLevel logoHighLevelContacts, Opportunities as Simpro leads, Simpro quotes as opportunities, Job schedules into the calendar, Tags from paid, overdue and completedContacts both ways, open or won opportunities into Simpro leads, Simpro quotes into opportunities that follow the answer, the Simpro schedule into your calendar, and optional customer, overdue and job completed tags that start your workflows.About HighLevelHow it syncs
CompanyCam logoCompanyCamContacts, Jobs as projectsCustomers both ways, and every Simpro job becomes a CompanyCam project at the job's site, archived once the job is completed or invoiced.About CompanyCamHow it syncs
Pipedrive logoPipedriveContacts, Deals as Simpro leads, Simpro quotes as deals, Tags from paid, overdue and completedPersons both ways, open or won deals into Simpro leads, Simpro quotes into deals that follow the answer, and optional Customer, Overdue and Job completed labels.About PipedriveHow it syncs
FreshBooks logoFreshBooksContacts, Approved invoices into the books, Payments back into SimproCustomers both ways, approved Simpro invoices into FreshBooks, and FreshBooks payments back to Simpro: the accounting link Simpro does not offer for FreshBooks.About FreshBooksHow it syncs
Salesforce logoSalesforceContacts, Opportunities as Simpro leads, Simpro quotes as opportunitiesContacts both ways, open or won opportunities (and, switched on, Salesforce leads) into Simpro leads, and Simpro quotes into opportunities that follow the answer, with the quote's lines in the description.About SalesforceHow it syncs
Zoho Books logoZoho BooksContacts, Approved invoices into the books, Payments back into SimproCustomers both ways, approved Simpro invoices into Zoho Books, and Zoho Books payments back to Simpro: the accounting link Simpro does not offer for Zoho Books.About Zoho BooksHow it syncs
FreeAgent logoFreeAgentContacts, Approved invoices into the books, Payments back into SimproCustomers both ways, approved Simpro invoices into FreeAgent with the VAT rate you matched per line, and payments FreeAgent matches from its bank feed back to Simpro.About FreeAgentHow it syncs
ActiveCampaign logoActiveCampaignContacts, Deals as Simpro leads, Simpro quotes as deals, Tags from paid, overdue and completedContacts both ways and optional Customer, Overdue and Job completed tags that start your automations; deals into Simpro leads and Simpro quotes into deals that follow the answer, with the quote's lines in the description.About ActiveCampaignHow it syncs
Keap logoKeapContacts, Tags from paid, overdue and completed, Opportunities as Simpro leads, Simpro quotes as opportunitiesContacts both ways and optional Customer, Overdue and Job completed tags for your campaigns; on Keap Max Classic, opportunities into Simpro leads and Simpro quotes into opportunities with the quote's lines in the notes.About KeapHow it syncs

How it works

From your build URL to the books

Three short flows: how Simpro connects, how a sale moves between your CRM and Simpro, and how an invoice reaches your books and comes back paid.

Connecting Simpro

  1. Step 1

    Enter your build URL

    The whole address of your Simpro build, ending in simprosuite.com or simprocloud.com.

  2. Step 2

    Sign in to Simpro

    You are sent to your own Simpro build to sign in and allow CRM Connector.

  3. Step 3

    Choose the company

    Back in CRM Connector, pick the company from the list. Nothing is selected for you.

  4. Step 4

    Connected

    The connection is named after the company and ready for an integration.

The sales loop with your CRM

One deal follows the work from first contact to the customer's answer.

  1. Step 1

    A deal in your CRM

    An open or won deal, in a stage you picked.

  2. Step 2

    A lead in Simpro

    On the customer's site, with the value as the estimated price.

  3. Step 3

    Your office quotes

    The lead is converted to a quote in Simpro and sent.

  4. Step 4

    The deal follows

    Open while it waits, won when accepted, lost when declined.

Invoices and payments with your books

  1. Step 1

    Approved in Simpro

    Only invoices approved in Simpro travel.

  2. Step 2

    In your books

    One line per cost centre, each with the tax code and account you matched, the same total.

  3. Step 3

    Marked as exported

    Simpro's own accounting link skips it, so nothing is posted twice.

  4. Step 4

    Payment back

    A payment in the books becomes a Simpro customer payment, part payments included.

Stage rules

Stage rules: a deal becomes a lead, a quote becomes a deal

A deal in your CRM is a sale being worked, and a Simpro quote is the offer. These rules carry each one to the right place, one way, each in its own direction.

  • Deal or opportunity worked, Simpro lead created

    • An open or won deal in HubSpot, Pipedrive or ActiveCampaign, or an opportunity in Salesforce, HighLevel or Keap, becomes a Simpro lead for the same customer.
    • A stage filter picks which stages travel. Salesforce leads can travel too, with a switch.

  • Quote sent, deal following

    • A sent Simpro quote becomes a deal or opportunity with the quote total as its value.
    • Accepting it wins the deal, declining it loses it. Draft quotes do not travel.

Connecting

How Simpro connects

Official sign in

OAuth

Sign in to CRM Connector and choose Connect next to Simpro. Enter your whole Simpro build URL, sign in to your own Simpro build and allow access, then choose the company you want to connect. Nothing is selected for you, also on a build with one company. Each company is its own connection.

Sign in to connect Simpro

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A Simpro build and a Simpro login that may allow apps.
  • Your whole build URL, such as https://yourcompany.simprosuite.com or https://yourcompany.simprocloud.com.

You approve access on Simpro's own sign in page. Your Simpro password never reaches CRM Connector.

Good to know

How Simpro behaves

What is true for Simpro whichever system you pair it with. What is particular to one pairing is on its tile above.

  • Only approved invoices travel

    • An invoice still pending approval in Simpro waits until it is approved.
    • Every invoice sent to the books is marked as exported in Simpro, so Simpro's own accounting link no longer offers it and nothing is posted twice.
    • An invoice Simpro's own link already exported is not sent again.

  • Works next to Simpro's own accounting link

    • Keep Simpro's link for supplier invoices, inventory, timesheets, CIS and RCT if you use them.
    • CRM Connector carries customers, customer invoices and payments, automatically and matched on email.

  • Leads in, never quotes or jobs

    • A deal becomes a Simpro lead. Quotes and jobs are built from sections and cost centres in Simpro, so your office converts the lead there, as always.
    • A sync never closes, converts or archives a lead.

  • One deal from first contact to the answer

    • When a lead that came from a CRM deal is converted to a quote in Simpro, that same deal follows the quote.
    • Leads in and quotes out can run in separate integrations; a deal made from a Simpro quote never comes back as a new lead.

  • The address on the customer card

    • The address that travels is the one on the Simpro customer card.
    • A customer without a card address but with exactly one site sends that site's address.
    • A customer created by a sync gets one site at its address, because Simpro needs a site for every lead and job. Sites of an existing customer are never changed.

  • A paid invoice makes a customer

    • A Simpro customer counts as a customer once one of its invoices is paid, a deposit included.
    • That feeds the Customers only and Leads only choice and the Customer tag. Nobody is moved back to lead.

  • Payments use the method you pick

    • A payment from the books lands in Simpro on the payment method you pick once for the integration, for exactly the amount newly paid.
    • Never more than is still open on the invoice, and never a refund.

  • A shared request budget per build

    • Simpro limits the requests per second for each build, shared with every other app connected to it.
    • CRM Connector stays well under that limit and syncs Simpro at most every 30 minutes. Only records changed since the last run are read.

  • Nothing is archived or deleted

    A sync never archives or deletes a Simpro customer or lead, and archived Simpro customers are not read.

  • What stays in Simpro

    Staff and timesheets, the catalog and stock, suppliers and orders, contractors, assets, recurring jobs, credit notes, attachments and custom fields do not travel. Jobs travel only into CompanyCam and the schedule only into the HighLevel calendar; neither is ever written into Simpro.

  • Not connected to Jobber, ServiceM8 or Housecall Pro

    Those are job systems of their own, and Simpro takes card payments through Simpro Payments, so Simpro does not pair with them, Stripe or Square. Ask for another system through the request form.

FAQ

Questions about Simpro?

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.

Still not sure? Contact us

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