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Hello Everyone,
We are using Hubspot as our CRM and QBO Online. We are currently using both systems separately and would like to find a somewhat seamless integration between these 2 platforms.
We love QBO but ultimately spend more time on Hubspot and would like to start optimizing our backend and start using QBO through Hubspot.
We'd like to know any uphill battles we may face, any roadblocks between the 2 platforms and the simplest way to maximize these 2 awesome platforms.
Any recommendation, advice or suggestions are greatly appreciated!
Thanks,
Paul
Hi Paul,
It's great you're using Hubspot and wanting to integrate it into your QuickBooks account. QuickBooks Online enables you to synchronize several third-party apps so you can easily bring all your data together. I'll be happy to share more on this.
Integrating one of our partner apps in the program can be done in a few steps.
Each app presents an overview of how it works in QuickBooks and how to properly synchronize for a seamless integration. The overview section also displays information about the app's developer and the necessary support for further assistance. Don't hesitate to reach out if needed. In case your application isn't one of our partner apps, I encourage you to submit feedback directly to our engineers. We're constantly looking for new ideas to innovate the product, and your opinion helps a lot with that.
I hope this helps! Feel free to stop by if you need anything else.
What kind of business do you run? You may have a specific 3rd party app for your business operation as the connector. Otherwise, you may explore these connectors.
https://automate.io?ref=quickbooks
https://www.integromat.com/?pc=quickbooks
Hey!
We are a print and promotional business. Many moving parts. We use Estimates, PO's, Invoices but we also like our reports!
Thanks,
Paul
As another option, you may have an inventory management app as the connector to manage your items and integrate data between Hubspot and QBO. Intuit has acquired one app recently.
https://go.tradegecko.com/register?code=fiat-lux
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