Today I'm introducing something new, built from scratch: The CRM Connector Platform.
One platform that keeps all your business software in sync. Your CRM, your accounting and your booking / field service tools, finally working as one system, two ways wherever the systems allow it.
✅ Contacts, deals, quotes, invoices and payments in sync automatically
✅ Smart rules: a won deal becomes a draft invoice, an accepted quote becomes a job, paid customers get tagged
✅ Filters: only customers, only won deals, only invoices above an amount
✅ No duplicates: we look for the record before we create anything
✅ No Zapier, no custom workflows, no code. Set up in 5 steps.
Works with GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho, QuickBooks Online, Xero, FreshBooks, Jobber, ServiceM8, CompanyCam, Stripe, Square and more.
🎥 Watch the intro:
Missing a system? Drop it in the comments!