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joearaneta
Level 2

Is there a way for me to integrate with my CRM software?

 
Solved
Best answer March 06, 2021

Best Answers
Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

@joearaneta 

You need a connector.

https://www.integromat.com/?pc=quickbooks

 

Otherwise you should explore another CRM. There are other options supporting QBO without any connector.

 

View solution in original post

10 Comments 10
Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

Which CRM app do you have?

 

joearaneta
Level 2

Is there a way for me to integrate with my CRM software?

Hubspot

ReymondO
QuickBooks Team

Is there a way for me to integrate with my CRM software?

Hey there, @joearaneta.

 

Thanks for reaching out in the QuickBooks Community. As we're waiting for your response to Fiat lux question, we'd like to suggest contacting your CRM software provider first. 

 

This will help us check if they are integrated with QuickBooks Online. 

 

In the meantime, you can search for the Apps that works with QuickBooks in link: https://quickbooks.intuit.com/app/apps/home

 

I'll be here if you have other questions. You take care and have a great day!

Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

@joearaneta 

You need a connector.

https://www.integromat.com/?pc=quickbooks

 

Otherwise you should explore another CRM. There are other options supporting QBO without any connector.

 

Andrew Machula
Level 1

Is there a way for me to integrate with my CRM software?

Hello

Tell me please, do u have connector for "Quickbooks desktop" and any CRM?

Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

@Andrew Machula 

Which QB Desktop year version and country version?

Andrew Machula
Level 1

Is there a way for me to integrate with my CRM software?

Ver 19.0 - USA

 

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Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

What kind of business do you run? A retail/wholesale company?

By the way, why are you still using QBD 2019, not upgrading to QBD 2020 or 2021? Intuit only supports QBD 2019 until May 2022 and you won't be able to sync with 3rd party apps.

Andrew Machula
Level 1

Is there a way for me to integrate with my CRM software?

wholesale

we will upgrade if its can help us (CRM + QB Desktop)

Fiat Lux - ASIA
Level 15

Is there a way for me to integrate with my CRM software?

Explore this app

https://www.crik-it-portal-for-quickbooks.com/quickbooks-crm.htm?ref=fiatlux

 

You can consider cross-grade to QB Desktop 2021 Premier with the one time license to lower your expense than paying the annual subscription for QB Desktop Enterprise.