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Connect your CRM app to get sales insights

by Intuit• Updated about 19 hours ago

Get a complete view of your business by bringing your sales data into QuickBooks Online Advanced. Connect your CRM app and see key performance metrics like win rate, pipeline value, and deal size alongside your financial data.

Data flows one way from your CRM into your Intuit product. Your data in Monday.com, HubSpot, and Salesforce stays exactly as it is. Changes made in Intuit products won’t affect anything in your CRM app.

Supported CRM apps

You can connect any of these CRM apps:

Monday.com: Sync leads, deals, customers, and products
HubSpot: Sync leads, deals, customers, and products
SalesForce: Sync leads, deals, customers, and products

What you can track

Once you connect your CRM app, you can track these key performance indicators (KPIs) in QuickBooks Online Advanced:

KPI	What it tells you
Lead Conversion Rate	How many leads become customers.
Deal Win Rate	How often you close deals.
Sales Pipeline Value	Total value of deals in progress.
Deals in Pipeline	Number of open opportunities.
Average Deal Size	Typical value of your deals.
Average Time to Close	How long deals take to close.
Number of Leads	Total leads in your pipeline.
Number of Won Deals	Deals you've closed.
Number of Lost Deals	Deals that didn't close.
Average Won Deal Size	Typical value of closed deals.
Average Lost Deal Size	Typical value of lost deals.
Lead Qualification Rate	Percentage of leads that were qualified.

Connect your CRM app

Go to Reports and select KPIs (Take me there).
Select Manage KPIs.
Find and select a KPI with the Connect data source button.
Select your CRM app (Monday.com, HubSpot, or Salesforce).
Sign in to your CRM account and authorise the connection.
Select the metrics you want to bring into QuickBooks Online Advanced.

We’ll recognise your default CRM boards and map them to the right categories. If you use custom boards, you can adjust the mappings to fit your setup.

You can also start from a dashboard template:

Go to Reports and select Dashboards (Take me there).
Find a CRM dashboard template.
Select Connect data source to sign in to your CRM account and authorise the connection.
Select the metrics you want to bring into QuickBooks Online Advanced.

Use your CRM data

After you connect, your CRM data appears in several places:

KPI Library: View and track individual metrics
Dashboards: Build custom views that combine sales and financial data
Custom KPIs: Create your own metrics using CRM variables

Your data refreshes every hour, so your dashboards stay up to date with your latest sales activity. Every synced record is tagged with its source, so you always know where your data came from.

How we use your CRM data

Contacts and Accounts

Contacts and Account (or Company) information are intelligently merged as Customers in QuickBooks. By default, only Contacts associated with Deals are synced as Customers in QuickBooks, however this can be expanded to all contacts if desired.

Auto Merge is by default turned on, which will automatically merge contacts if our system does not detect a duplicate. When duplicates are detected, the contacts will be available to review and merge into existing customer entries. When Auto-Merge is turned off, all contacts will need to be reviewed and manually merged in QuickBooks customers.

Deals

Deals (or Opportunities in some CRM apps) will be synced to QuickBooks only once their associated contact is synced and merged into QuickBooks customers. If Auto-Merge is turned off, this will require you to manually merge contacts before deals will appear.

Products

Products registered with your CRM can optionally be synced to your QuickBooks Products/Services list. This option is turned on by default, but can be turned off when connecting your CRM app.