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I will connect quickbooks to hubspot pipedrive salesforce for CRM invoice sync
QuickBooks Bookkeeping plus CRM Automation That Actually Reconciles
⭐⭐⭐⭐⭐ "Our books were a mess and QuickBooks never matched our CRM. This fixed both reconciliation is clean now and invoices sync to HubSpot without me touching a thing. Genuinely changed how we run th...
About this Gig
Manually copying invoices between QuickBooks and your CRM wastes hours and creates costly errors.
I've connected QuickBooks to HubSpot, Pipedrive, and Salesforce for agencies and bookkeepers who needed accurate, synced data across platforms.
You get automatic invoice sync, matched contacts, and real-time updates between QuickBooks and your CRM no double entry, no missed payments. Message me your CRM and I'll map the exact workflow before you order.
Here's what my service includes:
- Invoice sync
- Contact matching
- CRM mapping
- Two-way sync
- Zapier automation
- Make.com flow
- Custom triggers
- Payment status sync
- Deal-to-invoice link
- Duplicate cleanup
- Field mapping
- Real-time updates
- Error handling
- Workflow testing
- Loom walkthrough
Platforms I work with: QuickBooks Online · HubSpot · Pipedrive · Salesforce · Zapier · Make · n8n · Airtable · Google Sheets · Zoho CRM · Monday.com · ActiveCampaign · Stripe · PayPal · Xero · Gmail · Outlook · Slack · Trello · ClickUp · Asana · ClickFunnels
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Service type:
Full-service bookkeeping
•
Accounts receivable
•
Other
Financial software:
QuickBooks
•
Xero
Industry:
E-Commerce
•
Marketing & advertising
•
Real estate
Target country:
Canada
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Problem: Invoices and contacts sit disconnected in QuickBooks and your CRM, causing costly errors.
Result: I connect QuickBooks to HubSpot, Pipedrive, or Salesforce so invoices, payments, and contacts sync automatically, saving your team hours of manual entry weekly.
Problem: Agencies, bookkeepers, and consultants juggle QuickBooks and a CRM separately every single day.
Result: I build the exact sync for your business type, whether you invoice clients from deals, track payments in Salesforce, or manage retainers inside Pipedrive.
Problem: Basic sync isn't enough once you run multiple CRMs, or complex invoice logic, and reporting needs each week.
Result: Premium includes HubSpot, Pipedrive, and Salesforce connections, full automation via Zapier or Make, custom triggers, reporting, and support.
Problem: Buyers want to know exactly what tools and steps are used before they order this kind of service today.
Result: I use Zapier, Make, or n8n to map QuickBooks fields to your CRM, test every trigger live, fix duplicate records, and send a full Loom walkthrough.
Problem: Every business tracks invoices differently across CRMs, and expects a fully custom setup, every time.
Result: I've built sync workflows for real estate, agencies, ecommerce, and consultants, covering deal-to-invoice links, payment updates, and custom fields.
