Integration use cases
What teams keep in sync15 examples, and many more
Each example shows one job CRM Connector does between two systems, step by step: what starts it, what lands where, and what you decide yourself. Open one and the setup is a single click away.
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Salesforce opportunities become Jobber requests and jobs
- Opportunity in SalesforceHVAC maintenance contract$24,000Qualification
- Request in JobberHVAC maintenance contract$24,000Not created
- Opportunity in SalesforceHVAC maintenance contract$24,000Proposal
- Job in JobberHVAC maintenance contract$24,000Not created
Examples
Pick one to start from
CRM Connector connects 20 systems in 174 pairs, and every pair has its own record types, triggers and filters.
Won dealDraft invoiceWon HubSpot deals become QuickBooks invoices
A won deal becomes a draft invoice for the same customer, and the deal moves to a Paid stage once the invoice is paid.
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Open opportunityRequestHighLevel leads become Jobber requests and jobs
An open opportunity becomes a Jobber request with its details, and the job it turns into once won links back to that request.
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Won opportunityWork orderWon HighLevel opportunities become ServiceM8 work orders
A won opportunity becomes a work order for the same client, and bookings move between the HighLevel calendar and the ServiceM8 schedule.
See how it works- Won opportunityDraft invoice
Won HighLevel opportunities become QuickBooks invoices
A won opportunity becomes a draft invoice, and the contact is tagged customer once they have paid, or overdue while an invoice is past due.
See how it works - Won opportunityDraft invoice
Won Salesforce opportunities become QuickBooks invoices
A won opportunity becomes a draft invoice for its primary contact, and a quote sent from QuickBooks becomes an opportunity sales can follow.
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Won dealDraft invoiceWon Pipedrive deals become Xero invoices
A won deal becomes a draft Xero invoice, and the person in Pipedrive is labelled Customer once paid or Overdue while an invoice is late.
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Paid orderInvoiceWooCommerce orders become QuickBooks invoices
Every order lands in QuickBooks Online as an invoice for the same customer, with its lines, tax and the payment linked to it.
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Approved quoteOpportunitySimpro quotes become HighLevel opportunities
An approved quote becomes an opportunity that moves to won or lost with the customer's answer, and every job booking lands in the HighLevel calendar.
See how it works- Paid invoiceContact tag
Xero payments start HighLevel workflows
Xero contacts arrive in HighLevel, tagged overdue while an invoice is late and customer once they have paid, ready for your reminders and review requests.
See how it works - Approved invoiceInvoice
Simpro invoices in Xero, payments back in Simpro
Approved invoices reach Xero by themselves, marked as exported in Simpro, and every payment recorded in Xero lands back on the Simpro invoice.
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Stripe invoiceInvoiceStripe invoices in QuickBooks, payments included
Every Stripe invoice becomes a QuickBooks Online invoice for the same customer, and a paid one gets its payment linked, dated the day it was paid in Stripe.
See how it works- Open opportunityRequest
Salesforce opportunities become Jobber requests and jobs
An open opportunity or lead becomes a Jobber request with its details, and once won it becomes a scheduled job linked to that request.
See how it works - Sent quoteDeal
Xero quotes become HubSpot deals
A quote sent from Xero becomes a HubSpot deal for the same contact, and accepting or declining it moves the deal to won or lost.
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Won dealDraft invoiceWon Zoho CRM deals become Xero invoices
A won deal becomes a draft Xero invoice for the same contact, and a quote sent from Xero becomes a deal that follows it.
See how it works- QuoteEstimate
HubSpot quotes and QuickBooks estimates, both ways
A HubSpot quote becomes a QuickBooks estimate with its lines and follows its status, and estimates come back into HubSpot as draft quotes.
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Something else in mind?Tell us what should travel
Describe the two systems and what should move between them at https://crm-connector.com/platform/request-integration, or start your 7 day free trial and set it up yourself.