Say Goodbye To Manual Data Entry Between Quickbooks And Salesforce

Sales teams use Salesforce for managing customer relationships and opportunities, while finance uses QuickBooks for invoicing, payments and accounting. The lack of an integration between these two systems leads to inconsistency of data, duplicate entries, delayed invoicing, and a lack of insight into the entire customer journey.

ConnectorHub syncs data between QuickBooks and Salesforce, keeping customer data, invoices, payments, estimates and financial updates updated automatically. This ensures everyone has accurate and up-to-date information, helping your company close deals faster, invoice on time, and provide superior customer experience.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Revenue Workflows

Customer Synchronization

Automatically sync accounts, contacts, and company information between QuickBooks and Salesforce for a unified view.

Invoice Management

Automate invoice creation and updates, allowing sales teams to track billing status directly within Salesforce.

Payment Status Sync

Synchronize payment status and outstanding balances to keep account managers informed of every customer's financial health.

Estimate & Quote Sync

Automate the transfer of estimates and quotes between QuickBooks and Salesforce to save time and speed up the sales cycle.

Product & Pricing Synchronization

Keep product catalogs, service offerings, prices and tax information consistent across both platforms to prevent quote errors.

Financial Visibility

Share revenue, invoices, customer balances, and transaction histories to gain deeper business insights and improve forecasting.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Integrate QuickBooks and Salesforce With ConnectorHub

Book a free demonstration today to see how ConnectorHub can streamline data flow, enhance financial visibility, and foster closer collaboration between your sales and finance departments.