That’s the power of task automation. Instead of juggling data, logging calls, or creating follow-up tasks by hand, you can use CRM integrations to keep your data clean, your pipelines updated, and your team aligned.

We’ll walk through the 10 best Zapier automations for sales teams using Pipeline CRM. These data entry automations streamline your workflows and give your team more time to sell.

Sales Tasks That Can Be Automated on a CRM With Zapier Connection

According to a Salesforce study, sales reps only spend 28% of their time actually selling. When I first heard this, I thought it had to be a mistake. But then I thought back to my own sales days and realized, “Oh… yeah… it’s true.”

I lost countless hours on reporting, tracking performance, and trying to understand why sales in a particular territory or area weren’t working. The biggest culprit? Manual data entry.

Sales reps are asked to meet a specific quota and keep momentum, but repetitive tasks like updating records or logging interactions slow them down. That’s where workflow automation and CRM integrations make all the difference.

Take a look at some of the tasks sales reps are expected to complete in their CRM—some of which could be automated using a CRM Zapier integration.

1. Data Management and Entry: This includes adding, updating, and cleaning customer and lead data, logging interactions (calls, emails, meetings), and documenting notes, requests, and feedback.
2. Lead and Opportunity Management: Sales reps must categorize leads, track their status, and document details related to opportunities, including outcomes and engagement levels.
3. Sales Reporting and Forecasting: This involves entering data for sales projections, updating forecasts based on new information, and preparing performance reports on sales and revenue.
4. Integration and Synchronization: The list highlights tasks related to managing integrations with other tools (like marketing automation) and syncing data from third-party applications to ensure all records are current.
5. Administrative and Document Tasks: This covers scheduling follow-ups and reminders, sending proposals or quotes, and general document management, including attaching relevant files to records.

With task automation in place, sales teams eliminate time leaks, stay on top of opportunities, and boost overall sales productivity.

The best part? You don’t need to know how to code. With Zapier’s no-code automation builder and Pipeline CRM’s flexible deal, contact, and pipeline management tools, you can automate everything from lead capture to task assignment—without writing a single line of code.

TL;DR of Sales Automation Tasks Through Pipeline CRM and Zapier Integration

Let’s take a look at 10 sales automations you can set up using Zapier integrations and Pipeline CRM.

*Note: The results highlighted in these examples are intended to demonstrate the outcomes businesses can achieve when streamlining processes with Pipeline CRM and Zapier connection. Actual impact will vary depending on each team’s workflow, tools, and execution.

See other integration options of Pipeline CRM.

1. Automatic Lead Capture from Web Forms

What the Pipeline CRM and Zapier Integration Automates

This adds leads to Pipeline CRM from webforms like Gravity, Jotform, or Typeform.

CRM Zapier Integration Use Case

Jon is the sales manager at Ace Manufacturing. He works closely with the owner of the business, and there’s no marketing team, so it’s up to him to (1.) Generate leads (2.) Add leads (deals) to Pipeline CRM, and (3.) Qualify these leads.

When a lead came in, there would be a mad dash to contact the prospect, qualify the lead, enter their details into the sales pipeline, and then pass that lead along to the appropriate sales rep. This constant back-and-forth made it difficult to maintain consistent sales productivity.

Related: Audit your sales pipeline and optimize it to boost sales workflow efficiency.

What the Automation Changes

Instead of manually transferring data from his email to his CRM, Jon created a Zap to immediately add prospects and create a new deal as soon as a form is submitted. He automatically tags the lead source (e.g., website form, landing page, channel partners, etc.) so he can tie marketing performance and analytics together.

Instead of manually transferring data from web forms into your CRM, use a Zap to instantly create a new deal and contact in Pipeline CRM as soon as a form is submitted. You can even tag the source (e.g., “Website Form” or “Landing Page”) to better track lead origin and improve pipeline management.

Zapier Trigger Action Example

1. Trigger event: New form submission in Gravity Forms
2. Action: Create new contact and deal in Pipeline CRM

The Result

Jon saw a 34% increase in conversion. Leads were imported into Pipeline CRM and assigned to sales reps faster. This mean that prospects received immediate help from someone on their team, anywhere from 30 minutes to 2 hours.

Already using Pipeline CRM? Add this ‘Automatic Lead Capture’ Zap to your business.

2. Two-Way Contact Sync Between Tools

What the Pipeline CRM and Zapier Integration Automates

This Zap keeps your records updated and accurate across other platforms, in this case, Google Contacts. If you update a contact in Google Contacts, they’re automatically updated in Pipeline and vice versa.

CRM Zapier Integration Use Case

Rebekah is a realtor. Her clients are always moving, so her contact data is always outdated on one platform or another. If she updates her contacts in Google, she has to update them in a dozen other apps. It’s exhausting, and it generally creates problems when she needs to reach out to these contacts.”Which number’s the right one?” is always a common complaint.

What the Automation Changes

Rebekah created a Zap to ensure that her contacts are updated and in sync. There’s no overlapping contact data or conflicts. With this Zap, she automates two-way syncs; when she updates a client in Pipeline CRM, that client is updated everywhere.

Zapier Trigger Action Example

1. Trigger event: New contact in Pipeline CRM
2. Action: Create/update contact in Google Contacts

The Result

Rebekah saw a 16% increase in repeat business. Her marketing made it to the right people so she saw an immediate conversion lift. She was able to maintain her connection to her clients over time. This was low hanging fruit and an easy (and automatic) win.

Already using Pipeline CRM? Add this ‘Two-Way Contact Sync’ Zap to your business.

3. Automatic Task Creation Based on Deal Stage

What the Pipeline CRM and Zapier Integration Automates

Creates or assigns a series of follow-up tasks when deal stages change in Pipeline CRM.

CRM Zapier Integration CRM Zapier Integration Use Case

Rick ran a design agency. He constantly sent proposals to prospects. The majority of these prospects ghosted him, or worse, he forgot to follow up with important prospects. As a result, the revenue lost from these missed opportunities was high. His agency was trapped in a feast/famine cycle. Once his deals hit the “Proposal sent” stage in Pipeline CRM, he needed to automate a series of tasks in his project management tool (Asana).

For example, when a deal moves to the “Proposal Sent” stage, automatically create a task to follow up in 3 days. You can customize task type, due dates, and assignees.

What the Automation Changes

Rick created a Zap to help his team follow up on the proposals that were sent out. When a deal moves to the “Proposal Sent” stage in Pipeline CRM, a series of tasks (e.g., send out a follow-up email, send out a text message the following day, request a meeting via Calendly, etc.) were created in Asana, notifying his team.

Zapier Trigger Action Example

1. Trigger event: Deal stage changes to “Proposal Sent” in Pipeline CRM
2. Action: Create following tasks in Asana: (1 day after: Request a meeting via Calendly, 3 days after: Send follow up email, 5 days after: Send follow up text message)

The Result

Rick’s win rate shot up by 65%, but here’s what’s interesting: he sent out 40% fewer proposals. He made more money with less work, in less time. Why? This automation gave his team valuable intel, exposing trends indicating that a customer was more (or less) likely to buy. They were about to apply these signals on the front end, spending more time nurturing leads or quickly disqualifying customers.

Already using Pipeline CRM? Add this ‘Pipeline CRM and Asana Task Creation’ Zap to your business.

4. Meeting Scheduling and Sync

What the Pipeline CRM and Zapier Integration Automates

Adds meetings scheduled in third party tools (e.g., Calendly, Google Calendar, or Microsoft Outlook) in Pipeline CRM as activities.

CRM Zapier Integration Use Case

Jenn is a sales manager for an international retailer. She’s responsible for coordinating with multiple client teams (e.g., product, marketing, fulfillment, etc.). Samer, her boss, will frequently schedule meetings for her, meetings he neglects to tell her about. As a result, she occasionally misses meetings. She’s perpetually prepared but it would be nice to know about the meetings she’s expected to attend.

What the Automation Changes

When her boss schedules a new client meeting via Outlook, Jenn is automatically notified and helpful docs, meeting room details, and attendees, etc. are all added in Pipeline CRM. The meeting is automatically logged on the client’s contact record in Pipeline CRM, and a new deal is created if one doesn’t already exist.

Zapier Trigger Action Example

1. Trigger event: New event (meeting) in Outlook
2. Action: Create/update contact and log the meeting in Pipeline CRM

The Result

When Jenn and her colleagues joins client meetings, they’re fully brief and given adequate time to prepare. They know what’s expected, and they know exactly what needs to be done. They understand the full context of their situation so there’s no prep required.

Already using Pipeline CRM? Add this ‘Meeting Scheduling and Sync’ Zap to your business.

5. Instant Notifications for Deal Updates

What the Pipeline CRM and Zapier Integration Automates

This Zap sends real-time alerts when deals are updated or closed.

CRM Zapier Integration Use Case

Steven runs a small logistics company. Transportation bids are a standard part of any business transaction. What’s not standard is that Steven’s company went from winning 84% of the bids it submitted to losing 20 out of the last 31 bids it submitted. Even worse, it’s sometimes weeks before his team notifies him that a deal was lost.

What the Automation Changes

Steven works with his team to create a Zap. This Zap sends notifications to his team in Slack anytime an important deal event occurs (e.g., a deal is assigned, changes stages, or is won or lost). As the company owner, he wants to be notified about specific stages (e.g., won/lost), but he wants his team to be fully briefed on all relevant changes.

Zapier Trigger Action Example

1. Trigger event: Deal stage changes to “Closed Won” or “Closed Lost”
2. Action: Send Slack messages to the assigned sales rep, Steven (the owner), and Ben (transportation manager)

The Result

There’s an obvious benefit here. This Zap keeps Steven and his team in the loop. There’s no need for constant status updates or nagging reps to “see where things are at”. But there’s also a hidden benefit here, too. Steven and his team were able to perform post-mortems on the deals that they lost. They identified four specific issues that cost them opportunities. This led to a 71% conversion rate, not as great as before, but they’re in a much stronger position as a result.

Already using Pipeline CRM? Add this ‘Slack Instant Notifications for Deal Updates’ Zap to your business.

6. Lead Enrichment on New Contacts

What the Pipeline CRM and Zapier Integration Automates

When a contact is added in Pipeline CRM, additional contact details are automatically pulled in from tools like Clearbit, Hunter, or ZoomInfo.

CRM Zapier Integration Use Case

Sam is the sales manager for a mid-sized B2B company. When he receives leads from the company’s web forms or from the marketing team, it’s his job to get additional intel on the prospect and qualify them, before assigning them to sales reps.

In the past, he spent a significant amount of time trolling Google, searching for the details he could find. His company eventually purchased a Clearbit subscription, but he still spent the majority of his time manually adding data from Clearbit to his CRM.

What the Automation Changes

Sam usually receives the following lead information: name, email address, phone number, and a time frame. With this Zap, he can integrate Pipeline CRM and Clearbit, automatically pulling in his contacts’ job title, company size, industry, and more.

Zapier Trigger Action Example

1. Trigger event: New contact added in Pipeline CRM
2. Action: Pull additional contact data using Clearbit

The Result

Sam was able to immediately determine whether the contact he received from marketing was (a.) a decision maker or influencer, (b.) determine whether to add prospects to a lead nurturing campaign or assign them to a sales rep, and (c.) identify whether they were qualified or unqualified.

Already using Pipeline CRM? Add this ‘Lead Enrichment on New Contacts’ Zap to your Business.

7. Email List Segmentation and Sync

What the Pipeline CRM and Zapier Integration Automates

Automatically adds leads from Pipeline CRM to your segmented email lists in Mailchimp, ActiveCampaign, or Kit.

CRM Zapier Integration Use Case

Bill’s insurance agency generates a huge number of leads. This sounds like a good thing but in Bill’s case it’s not. Only 3% of those leads are ready to buy. The other 97% are ignored or forgotten. It’s as if he never received their contact information.

It’s a disaster because it decreases Bill’s conversion rate, significantly decreases his Return on Ad Spend (RoAS), and increases his cost per lead. His insurance agency could generate more revenue if they nurtured the leads that weren’t ready.

What the Automation Changes

Bill decided to add deals that have gone cold to a re-engagement sequence. For deals marked “won,” he added customers to an onboarding campaign.

Zapier Trigger Action Example

1. Trigger event: Deal stage marked as “Closed/Lost”
2. Action: Add contact to a “Re-engagement/Winback Campaign” sequence in Kit

The Result

Bill created a re-engagement/winback campaign in Kit (his email marketing tool), but nothing changed for the first six months. Then, out of nowhere, Bill’s conversion rate and revenue doubled. Suddenly, he had more customers than he knew what to do with. He doubled his win rate every month for the next seven months before his conversion rate stabilized. Customers continued to flow into his business month in and month out.

Already using Pipeline CRM? Add this ‘Email List Segmentation and Sync’ Zap to your business.

8. Post-Sale Handoff to Delivery Teams

What the Pipeline CRM and Zapier Integration Automates

This Zap sends closed deals to your onboarding and support teams using third-party project management tools like Trello.

CRM Zapier Integration Use Case

Ashley needed to help her sales reps and onboarding teams. Here sales reps did a fantastic job closing deals but a lack of systems meant that her sales and onboarding teams bungled the hand off. This lead to more customer cancellations within the free trial window.

What the Automation Changes

Ashley created a Zap to make the sales-to-onboarding hand-off smoother. Once a deal is closed in Pipeline CRM, a task card, checklist, or project is automatically created in Trello. Teams are given clear instructions automatically, and the transfer is seamless.

Zapier Trigger Action Example

1. Trigger event: Deal stage is marked as “Closed Won”
2. Action: Create a new onboarding project in Trello and alert onboarding support

The Result

Ashley decreased customer churn by 24% in the first month. Once customers signed on to work with her company they received extensive support and hand holding. As sales reps prepared to transfer customers to the onboarding teams, sales reps took the time to introduce customers to their onboarding rep. As a result, more customers continued on past their free trial period.

Already using Pipeline CRM? Add this Zap ‘Post-Sale Handoff to Delivery Teams via Trello’ to your Business.

9. SMS or Email Reminders to Prospects

What the Pipeline CRM and Zapier Integration Automates

This Zap sends automated reminders before or after an event using third-party tools like Twilio, Gmail, Dialpad, and more.

CRM Zapier Integration Use Case

Kevin runs a marketing agency. He knows that his clients are busy. When he schedules a meeting with them, he knows that sending them a reminder increases the likelihood that they’ll show up. The easier it is to get his prospects to actually show up to his meeting, the easier it will be to close the sale.

What the Automation Changes

Kevin creates a few different Zaps. His first Zap sends out two automated reminders: The first is sent 3 days before their meeting, the second is 24 hours before, and the third is two hours before.

His next Zap sends out an automated follow-up message 24 hours after their meeting. This message sends prospects to a helpful landing page where they’re given next steps and helpful resources. This is done using Pipeline’s CRM activity log and interaction history.

Zapier Trigger Action Example

1. Trigger event: Event logged as “Upcoming Meeting” or “Meeting Completed” in Pipeline CRM
2. Action: Send a reminder/follow-up SMS via Twilio

The Result

It’s no surprise that more clients show up to these meetings. These automations add another layer of accountability to the relationship. This is a very good thing because it enabled Kevin to disqualify clients quickly. If they weren’t interested, these automations made that obvious. If they were interested, they continued through the process. It created a virtuous dilemma that allows him to serve those who are interested and disqualify those who are not.

Already using Pipeline CRM? Add this ‘SMS or Email Reminders to Prospects via Gmail’ Zap to your business.

10. SMS or Email Reminders to Prospects

What the Pipeline CRM and Zapier Integration Automates

Exports Pipeline CRM deal and activity data into third-party tools like Google Sheets or Looker Studio.

CRM Zapier Integration Use Case

Michael is a forecaster in a large ecommerce retailer. His job is complex. He’s required to meet with the heads of multiple departments, gather data, and incorporate that data into his reports, which he then uses to create his sales forecasts. This has been a losing battle for Michael because he’s spent (wasted) a significant amount of time trying to stay on top of the changes taking place in each department.

Related: learn how to shorten your sales cycle with sales forecasting.

What the Automation Changes

Michael decided to use Pipeline CRM as his single source of truth. Whenever a deal is updated or a contact is added, a data point is added to his spreadsheet dashboard, which is automatically updated to reflect the KPIs his bosses care about, like total deal value, deal velocity, and win rates.

Zapier Trigger Action Example

1. Trigger event: New or updated deal in Pipeline CRM
2. Trigger event: Deal marked as “Closed Won”
3. Action: Add row to Google Sheets

The Result

This produced an immediate win for Michael. It restored his bosses’ confidence in his ability to perform. Even better, his sales forecasts were more accurate. Because these forecasts were based on hard data, they were difficult to mess up. In time, his forecasts were used to shape major operational changes in his company, all because he did the upfront work of using Zapier and CRM integration to create powerful insights.

Already using Pipeline CRM? Add this Zap ‘SMS or Email Reminders to Prospects’ to your business.

Automate Your Sales Tasks with Pipeline CRM and Zapier Integration

Manual data entry slows your reps down. It creates headaches, bottlenecks, and errors. Your sales reps are forced to document the details that matter when they should be focused on selling. These best Zapier automations for sales teams and CRM integrations can change that, making manual data entry a thing of the past.

Whether you’re flying solo or part of a well-trained team, Zapier can turn your business into a revenue-generating machine through CRM workflow optimization. Use this guide. Put Zapier to work, and you’ll find automated data entry becomes your new normal—boosting sales productivity across your team.

Pipeline CRM helps 18,000+ companies like yours decrease time-to-close, increase productivity by 50% or more, and 10x sales. Let us show you how Pipeline CRM can help you win more customers and deals.

Try Pipeline CRM for free for 14 days!

The best way to leverage QuickBooks is by integrating it with your CRM software. This allows automatic data synchronization, ensuring accurate data transfer and accelerating the document creation process (e.g., invoices, estimates, quotes, etc.)

We’ll show you the six best CRM for QuickBooks online based on their features, user reviews, and pricing—helping you find the ideal CRM solution with QuickBooks integration.

Why Do You Need a CRM with Quickbooks Integration?

Before we go to the top QuickBooks CRM list, here are a few reasons why you should choose a CRM that supports QuickBooks.

Streamlined Accounting and Payment Processing

CRM QuickBooks integration eliminates the need to switch between different tools. You can access all QuickBooks data from your CRM—and all data changes you make on the CRM are reflected in QuickBooks.

Additionally, the integration enables you to automatically generate invoices by accessing finance information from the accounting software. This makes creating invoices, estimates, and quotes, as well as processing payments much easier.

Data Accuracy Guaranteed

Scattered accounting data on different platforms is not only hard to track but also can be inaccurate. You risk data fragmentation and miss out on important sales insights.

Since the QuickBooks CRM integration will sync all data between QuickBooks and your CRM, there is no chance of manual errors. Having accounting information organized with client data in real-time ensures your team has the most current information ready.

Improved Team Alignment

Sales teams gain valuable insights into accounting information, allowing them to understand the direct revenue impact of their efforts. Simultaneously, the integration of accounting and sales data empowers the CRM to generate more comprehensive financial insights and forecasts. This shared understanding ensures all departments operate with a consistent view of business performance, facilitating better alignment and a clearer path toward achieving sales objectives.

Best 6 Sales CRMs that Integrate with QuickBooks

After considering ease of use, features, pricing, and reviews, we shortlisted these top six sales CRMs that integrate with QuickBooks.

1. Pipeline CRM: the Best CRM for QuickBooks Online

First, we have Pipeline CRM, one of the best CRMs that integrates with QuickBooks.

Thanks to the seamless connection, Pipeline CRM syncs all deal information on QuickBooks in real time, eliminating the need to switch between the two tools. Now you can track your sales processes, manage customer relationships, and handle invoices and revenue—all from a single sales CRM platform.

Tired of creating invoices manually for each client? Pipeline CRM has got your back. You can convert proposals into invoices for more convenience with just a few clicks.

Want to see it in action? Watch this Pipeline CRM and QuickBooks demo video to learn all the details.

Key features:

• Two-way and real-time Pipeline CRM and QuickBooks integration
• Access control for better data security
• Clean and comprehensive dashboard with all relevant information
• Automated task allocation, project scheduling, and recurring deals
• Automated email drip campaigns and built-in AI email assistant
• Customizable data fields to fit your unique business needs

Pros:

• Customizable sales automation processes beyond follow-up reminders
• A reliable CRM mobile app to manage deals on the go
• Flexible access permission for secured collaboration with internal and external teams
• Customizable dashboards allow you to access key sales data quickly. This includes having specific CRM features (Instant Docs), sales KPIs, and agendas.

Pricing:

• Start plan: $25 per user per month
• Develop plan: $33 per user per month
• Grow plan: $49 per user per month
• Enterprise: Custom

Ratings:

• 4/5 star rating on G2 (936 reviews)
• 3/5 star rating on Capterra (624 reviews)

2. Teamgate

Teamgate is another QuickBooks CRM software. From lead generation to post-sales follow-up, this platform offers impressive features for deal management.

The QuickBooks integration lets you view customer payment histories and send invoices directly from the contact or deal cards on Teamgate. You can sync all client bills to the platform or create new ones.

Key features:

• Contact and invoice import directly from QuickBooks to Teamgate and vice versa
• Invoice generation from Teamgate dashboard
• Sales activity tracking and leaderboard

Pros:

• Direct invoice generation from the deal and contact database
• Real-time insights into sales performance

Cons:

• Some users sometimes deal with bug
• The loading speed can be improved

Pricing:

• Starter: Free
• Team: $39.90 per month per user
• Growth: $59.90 per month per user

Ratings:

• 6/5 star rating on G2 (19 reviews)
• 8/5 star rating on Capterra (155 reviews)

3. Method

The third QuickBooks CRM on the list is Method. It has a two-way data sync with the accounting software and is ideal for small companies.

The highlight feature of Method is that you can use successful workflows as templates and duplicate them for convenience. You can use the tool to track and nurture sales opportunities. Once the leads convert, you can sync them as customers in your QuickBooks account with one click.

Key features:

• Billable hours tracking and approval for easy invoice generation
• Work order management, job scheduling, and crew dispatching
• Estimate creation on QuickBooks

Pros:

• Lets you add photos, documents, and special instructions to the work order, keeping teams aligned with project requirements
• Fairly customizable features

Cons:

• The interface is not very intuitive for beginners
• Sometimes it does not sync properly with QuickBooks Online

Pricing:

• Contact Management: $25 per user per month
• CRM Pro: $44 per user per month
• CRM Enterprise: $74 per user per month

Ratings:

• 4/5 star ratings on G2 (297 reviews)
• 2/5 star ratings on Capterra (119 reviews)

4. Insightly

Insightly is another popular CRM for QuickBooks that helps you manage your sales pipeline and process invoices quickly. It lets you access QuickBooks data, such as contact information, sales summary, and accounting information, directly.

Another perk of using Inisightly is that it comes with a lead scoring system, allowing you to focus on closing the leads that matter most to your business.

Key features:

• Quotes generation from opportunity records
• Project tracking from lead acquisition to deal closing
• Sales workflow automation
• Analytics and reporting

Pros:

• Lets you merge variables and workflows
• Identifies risks and human errors through pipeline management and analytics

Cons:

• The price is higher than similar CRM solutions
• The data sync with QuickBooks can be buggy

Pricing:

• Plus: $29 per user per month
• Professional: $49 per user per month
• Enterprise: $99 per user per month

Ratings:

• 2/5 star ratings on G2 (915 reviews)
• 4/5 star ratings on Capterra (660 reviews)

5. GreenRope

Our list of CRMs that integrate with QuickBooks is incomplete without GreenRope. It has an easy plugin for the desktop version of the accounting software. You can track your sales, generate quotes and invoices, and even sequence customer journeys with this CRM.

Key features:

• Turn QuickBooks customers into contacts on GreenRope
• Import invoices from QuickBooks for an organized view
• Create, customize, and send quotes and invoices directly from the dashboard

Pros:

• Customizable deal stages and sales pipeline pipelines
• Robust customer journey analysis and optimization
• Email templates and media libraries

Cons:

• Installing QuickBooks Desktop is mandatory
• Setting up journey sequencing and CRM customization can be challenging

Pricing:

• Starter: $99 per month
• Essential: $199 per month
• Pro: $299 per month
• Premium: $399 per month

Ratings:

• 3/5 star ratings on G2 (222 reviews)
• 3/5 star ratings on Capterra (155 reviews)

6. Keap

Last but not least, we have Keap, a QuickBooks CRM ideal for small businesses and freelancers. New invoices on QuickBooks get synced automatically to your Keap account. Plus, it offers robust lead management, analytics, and business lines for client communication.

Key features:

• Imports invoices, contacts, and quotes from QuickBooks
• Broadcast, 1:1, and automatic emails
• Dedicated mobile numbers to make calls and send text messages

Pros:

• The learning curve to set up automation and integration can be steep
• The list segmentation feature offers lots of options

Cons:

• Old invoices don’t get synced from QuickBooks Online
• Numbers stored outside the “Phone” field on QuickBooks Online are not imported

Pricing:

• Starts at $249 per month (billed annually)

Ratings:

• 2/5 star ratings on G2 (1516 reviews)
• 1/5 star ratings on Capterra (1292 reviews)

Pipeline CRM Offers the Best CRM QuickBooks Integration

Every QuickBooks CRM we listed here has its strengths and weaknesses. Choosing the right CRM that integrates with QuickBooks depends on the major sales challenges you want to tackle and your business goals.

That said, if you’re looking for an easy-to-use CRM with affordable pricing and powerful sales features, Pipeline CRM should be your first choice.

Pipeline CRM lets you use QuickBooks integration for accounting automation, syncing historical and current finance data, customer info, and even invoices. Our platform supports both the online and desktop versions of the accounting software.

In addition to the streamlined accounting process, you also get robust sales automation, accurate performance tracking and sales forecasting, and rich customization options for your entire sales pipeline.

Sign up here to get started with Pipeline CRM.